- Bank of America (Miami, FL)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- MUFG (Tampa, FL)
- …business function and inform timely solutions to protect and enhance employee wellbeing. Financial Management , Risk, Data and Analytics + Partner with HR ... heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across… more
- Bank of America (Destin, FL)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …investment strategies. This will encompass authoring product approval memorandums directed at senior management ; making presentations to financial advisors ... for those funds on the "Recommended Funds" list for financial advisor use. + Playing a pivotal...of recommended funds to the Investment Committee, comprised of senior management . + Maintaining broad knowledge of… more
- TD Bank (Jacksonville, FL)
- …portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. This role acquires, develops and manages commercial ... with a focus on growing the portfolio by providing financial solutions and developing new business from both existing...existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment,… more
- BAE Systems (Jacksonville, FL)
- …c onsultant, trusted advisor and strategic partner to key stakeholders, including senior business and HR leaders. In this capacity, this role will advise on TD&L ... Systems footprint. Responsibilities: + Serve as a coach, strategic advisor and business partner to the sector senior...to model and forecast future labor requirements to support senior leaders in workforce planning and succession management… more
- First Horizon Bank (Tampa, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our … more
- First Horizon Bank (Coral Gables, FL)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to… more
- Fiserv (Tallahassee, FL)
- …multiple years. + Demonstrated ability to build and sustain relationships at a very senior level with clients, gaining trusted advisor status. + Experience in ... in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another...you will be instrumental in building strategic relationships with senior leaders, leading to the acquisition of new clients… more
- Evolent (Tallahassee, FL)
- …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director, Finance - FP&A & Strategy to join our team of Finance professionals ... This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought… more