- First Horizon Bank (Coral Gables, FL)
- …of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent ... Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/ tax changes, and appropriate actions for the client. Combines technical… more
- Truist (Boca Raton, FL)
- …of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training, ... program updates, and sales enablement support. 3. Identify and develop new business...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Motion Recruitment Partners (Tallahassee, FL)
- …The Mission Manager serves as the primary point of contact and trusted advisor for assigned client programs. This role blends program management, account management, ... and consultative sales to ensure operational delivery aligns with contractual obligations...Indemnity Insurance + 401(k) including match with pre and post- tax options + Paid Sick Time Leave + Legal… more
- Grant Thornton (Orlando, FL)
- …with cross-functional teams including Events & Sponsorships, Field Marketing, and Sales Enablement to ensure integrated, consistent client experiences. + Supporting ... teams to achieve stated goals. + Demonstrated ability to be a trusted advisor , consistently sought out for advice by leadership and stakeholders. + Innovative and… more
- Truist (Winter Park, FL)
- …a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and ... plan and train support teammates accordingly 7. Partner with sales leadership and advisors to assist in sales...and regional leadership to understand and manage support to advisor gearing ratios and provide suggestions and recommendations for… more
- Truist (Orlando, FL)
- …overall transaction and escalate complex matters to Team Lead and/or Divisional Sales Management. + Review of Electronic Correspondence/Social Media Review to ensure ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- NTT America, Inc. (Tallahassee, FL)
- …solutioning related to but not limited to: pricing, Business Partner data, sales contracts, returns management, invoicing, tax setup, ATP, enterprise structure ... expertise, and SAP solution knowledge to lead clients on their SAP S/4HANA Sales implementation journey, ensuring alignment of SAP solution and industry driven best… more
- Citigroup (Tampa, FL)
- …clients and their internal/external counsel as well as coordination with the firm's trading/ sales , legal, credit and tax areas. The role is also expected ... any internal/external escalations and escalate to senior manager when necessary + Advisor to internal partners including business, credit and operations teams to… more
- NextEra Energy (Juno Beach, FL)
- …a deep understanding of SAP systems. You will function as a trusted advisor to the business unit partners recommending and delivering innovative solutions to ... experience in FICO core modules including Materials Management and Sales and Distribution. + Working knowledge of MM, SD...models, trends + Experience in SAP integration with external Tax Software OIDT, Vertex. + Experience with SAP Ariba,… more