- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies implemented + Acts as the expert in understanding the Prospective Advisor target audience. Crafts the prospect journey throughout the sales funnel, from ... brand management team to align media plans and messaging between corporate client campaigns and national consumer campaign to ensure a consistent messaging… more
- Acosta Group (Jacksonville, FL)
- …category management solutions. + Independently develop and maintain client -specific reporting that **measures performance against strategies** and objectives. ... by setting up regular meetings to become a **trusted advisor ** + Build **solid sales presentations** using **syndicated** ,...sales and digital teams build lasting relationships, ensuring our client brands get the space they deserve in stores… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …location: St. Petersburg, FL or Denver, CO. **Job Summary:** As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools ... and applications that support the advisor and support staff's day-to-day branch operations, specifically focused on Client Onboarding and Maintenance. The… more
- PNC (Coral Gables, FL)
- …valued and have an opportunity to contribute to the company's success. As a Banking Advisor Sr . within PNC's Private Bank organization, you will be based in ... quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue. PNC Employees take… more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …regulations and guidelines as well as firm policies governing advisory accounts. A Senior Advisor , general investment advisory is expected to conduct reviews ... internal customers to identify, research, and resolve problems. The Senior Advisor in this role will support... in this role will support Raymond James' Private Client Group to analyze various supervisory and general fiduciary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and continuing education options. **Job Summary:** Raymond James is hiring a Supervision Senior Advisor to review and analyze account disclosures and transaction ... our culture, and adhering to our core values of client first, conservatism, independence and integrity. At Raymond James,...Serve as a trusted business partner to our Financial Advisor teams by providing expertise with financial services related… more
- Rocket Software (Tallahassee, FL)
- …where people truly BELIEVE in what they're doing!** **Job Description Summary:** The Senior Solutions Advisor will provide advanced technical support in the ... field for IMS Tools for z/OS. The Advisor will represent the customers' needs to the development...successful proof of concept and post-sales deployment + Guide client in the set-up and configuration of mainframe solutions… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as a Subject Matter Expert. + Utilizes knowledge management tools to resolve client issues. + Escalates trends and outages as needed for leadership and Service ... procedures, and applicable system roadmaps related to technology and financial advisor -facing applications. + May perform duties as a subject matter expert,… more
- Truist (Miami, FL)
- …market, and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7. Advanced analytical ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more