- M&T Bank (Naples, FL)
- …and Trust advisement for prospects and clients. Assists Wealth Advisors and Senior Wealth Associates to provide support in the identification and expansion of ... for direct client interaction. **Primary Responsibilities:** + Assist the Wealth Advisor with operational support, inclusive of reporting that supports planning and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of fundamental scope ... and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or needs. Delivers… more
- Bank of America (Tampa, FL)
- …Wealth Management Specialist** position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial ... Advisor Team. The Trainee is a non-exempt position for...performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience objectives and ... departments. Develops/ensures connections leading to enhanced opportunities for visibility and advisor engagement. + Presents to audiences of various levels and… more
- Allegis Global Solutions (Jacksonville, FL)
- …special projects and campaigns. Key Responsibilities + Act as a communication advisor to senior executives/leaders, helping create, execute and manage ... responses. + Strategic Leadership Advisement + Act as a trusted advisor to senior leadership, strategizing on engagement tactics and communication methods. +… more
- University of Miami (Coral Gables, FL)
- …and Graduate School teams and has direct reporting responsibility to the Senior Director of Student Activities and Student Organizations, with additional reporting ... DUTIES AND RESPONSIBILITIES: Advising, Advocacy, and Student Governance + Serves as co- advisor for the Graduate Student Association, acting as a liaison between the… more
- Verint Systems, Inc. (Tallahassee, FL)
- …operates as an executive evangelist of the Verint Open CCaaS platform. This senior role combines technology and business development to leverage the latest solutions ... the Platform Consultant establishes close relationships with our public sector customers' Senior Executive teams. Through the in depth understanding of the market,… more
- Deloitte (Miami, FL)
- …and mitigating risk during engagement execution, and serving as a trusted risk advisor to senior client service executives. Recruiting for this role ends ... finance, and delivery - to act as a strategic advisor to help manage deal flow and to optimize...manage contractual matters and risks and be the trusted advisor to leaders on multiple accounts. + Provide mentoring… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory ... to team members. + Deliver presentations and reports to senior leadership and stakeholders. + Lead or contribute to...Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** +… more
- Bank of America (Destin, FL)
- …The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management ... The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital… more