- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Trust and RJ Trust Company of New Hampshire. + Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance on ... with internal stakeholders, regulators, and auditors. + Support the strategic planning process by identifying and modeling risk scenarios and advising on… more
- Guidehouse (Tampa, FL)
- …account team activities) + Full lifecycle solution experience, including strategy , planning , design, implementation (including technology implementation), and ... pursuit and closure of new consulting engagements + Building deep trusted advisor relationships with key Utility client stakeholders + Collaborating with senior… more
- Wolters Kluwer (Tallahassee, FL)
- …to providing a unified Performance Management Platform for Budgeting & Planning , Consolidation & Reporting, CCH Tagetik has developed pre-packaged solutions ... Set performance goals and conduct regular evaluations. + **Pre-Sales Strategy & Execution** + Partner with sales leadership to...trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ **Stakeholder Communication** + Collaborate with financial advisors, Insurance Planning Specialists, and Internal Sales Consultants. + Clearly communicate ... guidance on potential reconsiderations. + **Process Management** + Balance workload, advisor expectations and the underwriting team for effective underwriting. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conferences or host prospects during Home Office Visits (HOV). + Manages Advisor Choice process, including aspects of RCS platform due diligence. + Spearheads ... CRM data. + Coordinates aspects of the RCS Events & Education strategy . + Manages product partner relationships. + Coordinates education sessions with internal… more
- Cushman & Wakefield (Tallahassee, FL)
- …working environment that encourages high performance and innovation. + Becomes a trusted advisor and subject matter expert on the categories. + Removes roadblocks to ... with C&W's code of conduct. Category Management- + Establishes category plans and strategy to ensure the right solution for C&W business lines. + Responsible for… more
- First Horizon Bank (Boca Raton, FL)
- …mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. + Broad knowledge ... other departments and fulfills cross-sell opportunities. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- The Director, Technology Education ( Advisor Technology) will lead a team responsible for the creation and execution of training on technology applications used by ... this requirement. **Key Responsibilities:** + Develop a learning & development strategy that provides an engaging learning experience enabling the adoption of… more
- Robert Half-Robert Half Corporate (Tampa, FL)
- …quarterly performance targets. **Client Relationship Management** + Serve as a strategic advisor to clients, helping them align workforce planning with business ... global talent solutions leader, we offer more than placements-we provide insights, strategy , and partnership to help companies build great teams and professionals… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to make an impact. **What You'll Do** + Act as a trusted advisor to business teams, translating requirements into technology solutions. + Develop detailed functional ... document processes, and support application development. + Contribute to project planning , estimates, and implementation strategies. + Work with UX/Design teams to… more