- Truist (Miami, FL)
- …consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to the client ... by facilitating the migration of clients to the appropriate Advisor on the team as well as makes referrals...investment knowledge and the ability to deliver basic Financial Planning 4. Solid Credit Knowledge to personally deliver standard… more
- Oracle (Tallahassee, FL)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... customer base o Lead strategic customer discussions on Oracle's security strategy , technical capabilities, compliance posture, and contractual commitments o Navigate… more
- USAA (Tampa, FL)
- …truly makes us special and impactful. **The Opportunity** As a dedicated **Benefits Advisor (Mid-Level)** , specializing in Health & Wellness, you will play a vital ... which support benefit projects and initiatives. + Implements the communication strategy around benefit plans, programs, and services to include open enrollment… more
- USAA (Tampa, FL)
- …based on individual member needs. + Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, ... estate planning and enhanced solutions like long term care products....skills. Implements recommendation(s). + Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact… more
- H&R Block (West Palm Beach, FL)
- …strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses ... conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll… more
- SCI Shared Resources, LLC (Tallahassee, FL)
- …Society our mission is to provide peace of mind through the end of life planning . Some rewarding benefits you will receive by joining our Team include: . Leads are ... different backgrounds and experience levels! . Weekly sales and marketing strategy workshops (Including Direct Sales, Residential Sales, Business2Consumer Sales) . .… more
- Anywhere Real Estate (Jacksonville, FL)
- **Sr. Director, Strategy & Partner Success** This role reports into the SVP of Growth at Anywhere Integrated Services. Our team is focused on building out new, ... finance support to iterate on each company's business plan, forecasts, and scenario planning of potential investments. + **Partner Success** - Serve as a senior… more
- USAA (Tampa, FL)
- …ensuring alignment with enterprise engagement objectives. + Serves as the senior advisor on audience strategy , setting direction and standards for team ... truly makes us special and impactful. **The Opportunity** Our **Director, Channel Strategy and Performance** is responsible for leading the strategy , execution… more
- Oracle (Tallahassee, FL)
- …Population Health suite. o Provide expert guidance on population health strategy , helping clients optimize workflows, improve patient outcomes, and enhance ... Maintain and grow client relationships through ongoing support, acting as a trusted advisor for all aspects of the population health solution suite. * Implementation… more
- USAA (Tampa, FL)
- …and other key stakeholders to align workforce planning with association strategy . Serve as a strategic advisor to senior leaders, influencing decisions ... Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy . Serve as a strategic advisor to senior… more