- JPMorgan Chase (Boca Raton, FL)
- …offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite of products and ... applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions,… more
- HCA Healthcare (Kissimmee, FL)
- …Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification ... support, dependent scholarships) + Colleague recognition program + Time Away From Work Program (paid...performance improvement activities and initiatives. Serves as a technical advisor , educator and internal consultant to all hospital management,… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- First Horizon Bank (Tampa, FL)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + CRM and Underwriter work together… more
- Oracle (Tallahassee, FL)
- …+ Understanding of various Banking LOB business models and markets (eg, banking , insurance, capital markets, private equity). + A deep understanding of ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...setting for the department or function in collaboration with senior management. + Drive the deployment of Customers workloads… more
- CBRE (Tallahassee, FL)
- …around sustainability, ESG, or tax credit strategy. + Background in advisory, investment banking , private equity, or institutional capital raising. + MBA, JD, ... buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of...metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction… more
- Truist (Miami, FL)
- …and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.Advanced analytical and technical ... description:** Responsible for providing client coverage to institutional capital clients ( private equity and family office), to include driving revenue growth from… more