- HUB International (Fort Lauderdale, FL)
- …and updates + Manage insurance, investment and legal review processes + Serve as a Financial Analytics resource to the RPW team : + Review plan inputs and ... ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who...certification + Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software +… more
- Oracle (Tallahassee, FL)
- …technology and the people who use it to achieve incredible things. Our team focuses on North American based clients using our back-office cloud applications. Our ... with the client, at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget.… more
- Oracle (Tallahassee, FL)
- …Cloud Service (VBCS) Implementation/Solution Architect, you will serve as a trusted advisor to the customers, providing expert mentorship on Oracle Integration Cloud ... expertise. Our One Oracle approach ensures you will be part of a team delivering comprehensive, end-to-end services and solutions that accelerate the entire customer… more
- Oracle (Tallahassee, FL)
- …technology and the people who use it to achieve incredible things. Our team focuses on North American based clients using our back-office cloud applications. Our ... of their time with the client, at their location, serving as trusted technical advisor . The role: The Oracle ERP Cloud PaaS4SaaS Technical Delivery Lead is a… more
- Fifth Third Bank, NA (Tampa, FL)
- …This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg ... + Develop and implement a business plan to achieve financial goals and qualitative measures. + Work closely with...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.… more
- Sprinklr (FL)
- …Sprinklr's unified platform provides powerful solutions for every customer-facing team - spanning social media management, marketing, advertising, customer feedback, ... Solutions Consultant at Sprinklr, you will be a trusted advisor to our clients, helping them create and implement...+ Act as a key member of the account team for your territory, working directly with prospects and… more
- Jabil (St. Petersburg, FL)
- …global manufacturer, is seeking an experienced M&A attorney to join the legal team . This role will interact with stakeholders across the enterprise and be involved ... such as transition services agreements. + Serve as legal advisor on a variety of M&A matters and help...develop risk mitigation strategies in partnership with the M&A team and other Legal team members. +… more
- BMO Financial Group (West Palm Beach, FL)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... + Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. + Develops an understanding of the customer needs and the… more
- Citigroup (Miami, FL)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …controls, including cash management, valuation practices, and NAV analysis. * Review financial statements and any other relevant reports on the firms' control ... operational due diligence processes. * Provide strategic mentorship and coaching to team members, fostering growth and improving skill sets. * Interact with Raymond… more