- NTT America, Inc. (Tallahassee, FL)
- …for your business in the qualification of opportunities and presales investment effort. + Collaborate with internal resources, such as marketing, pre-sales, ... provide value as an SAP implementation partner to increase lead flow, trust , and credibility. + **Sales Excellence:** + Demonstrate accountability and ownership of… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …team for client meetings + Create and update financial plans and investment policy statements; monitor progress through delivery, review, and execution of documents ... and manage client estate planning documents + Research tax, trust , and estate regulations as needed + Research cost...securities typically gained by working for a brokerage firm, trust company, financial planner or bank + Exceptional communication… more
- JPMorgan Chase (Palm Beach, FL)
- …* a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for ... certain clients * a Trust Officer in instances where we deliver trust services to the client **Job Responsibilities** + Collaborate with bankers to identify and… more
- JPMorgan Chase (Orlando, FL)
- …+ Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- MyFlorida (Miami, FL)
- … trust companies, loan originators, mortgage lenders, securities dealers, investment advisors, consumer collection agencies and money transmitters throughout the ... institutions, financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses… more
- SolomonEdwards (Tallahassee, FL)
- …lead the design and implementation of a comprehensive Retail Non-Deposit Investment Products (RNDIP) oversight program, ensuring alignment with OCC guidelines while ... Experience in: o First line operations (1LOD) for broker/dealer or non-deposit investment products (ideal), and/or o Second line (2LOD) compliance or audit functions… more
- Cherry Bekaert (Tampa, FL)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- JPMorgan Chase (Miami, FL)
- …* Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful ... * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal… more
- First Horizon Bank (Miami Lakes, FL)
- …items based on value, effort, and business priorities to maximize return on investment . Making sure the product backlog is transparent, visible, and understood by ... pay for our service/solution. Build the business case with strong return on investment and net present value discipline . Managing Feedback - Incorporating feedback… more
- Bethel Farms LLLP (Arcadia, FL)
- …fit and synergy potential of acquisition targets * Prepare presentations and investment memoranda for senior leadership and board members * Conduct industry, market, ... a plus * 2 years of experience in M&A, investment banking, corporate development, private equity, or a similar...are welcomed and appreciated. Our relationships are built on trust , mutual respect, open communication, and a shared sense… more
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