• Investment Advisor

    Navy Federal Credit Union (Pensacola, FL)
    …broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to include market strategy, product demonstration and promoting ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
    Navy Federal Credit Union (07/29/25)
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  • Investment Manager II

    Truist (Tampa, FL)
    …Please use numbers to separate each distinct responsibility. 1. Critical partner in new business development and acts as a primary source for investment ... 5. Manage the daily trading activities in discretionary, non-discretionary, and trust -based portfolios 6. Implement investment recommendations and transition new… more
    Truist (07/19/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (Miami, FL)
    …of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax ... Investors, and Trust Officers to grow the trust and estate business . Your role will... trust . Job Responsibilities: * Analyze Wills and trust documents for legal, tax, administrative and investment… more
    JPMorgan Chase (07/19/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Orlando, FL)
    … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... client relationship + Provides guidance and solutions for the development and on-going maintenance of complex investment ...+ Keeps abreast of trends and developments in the trust and investment management industry to ensure… more
    Regions Bank (06/21/25)
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  • Senior Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …book of accounts with limited supervisory interaction and support. * Assists New Business Development personnel and Financial Advisors in the sales process ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… more
    Raymond James Financial, Inc. (07/23/25)
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  • Trust Officer II (TO II)

    Bank of America (Jacksonville, FL)
    …trust applications and systems. + BS/BA degree strongly preferred. **Skills** **:** + Business Development + Client Management + Customer and Client Focus + ... relationships across a spectrum of needs and assist in development or referral of client solutions as needed by...trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts… more
    Bank of America (05/31/25)
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  • Trust Officer

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …authority as may be allowed by the Policies and Procedures. * Assists New Business Development personnel and Financial Advisors in the sales process through ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… more
    Raymond James Financial, Inc. (07/15/25)
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  • Risk Director, RJ Trust /RJTC New Hampshire

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …represents a strategic investment in strengthening our risk capabilities within the trust business . As Risk Management Director, you will be responsible for ... a comprehensive risk oversight program tailored to the unique needs of our trust entities. You will work closely with business leaders, control partners,… more
    Raymond James Financial, Inc. (05/25/25)
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  • AVP, Product Specialist (Issuer Services/Agency…

    Citigroup (Tampa, FL)
    …The Product Specialist position is available within the Issuer Services - Agency and Trust ("A&T") business located in Tampa. The Product Specialist will be ... The Issuer Services business delivers bespoke capital market transaction services to...objective of the role is to engage in process development for future state solutions and automation to provide… more
    Citigroup (06/27/25)
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  • Operations Supervisor - RJ Trust

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Provides direction, leadership and support for assigned department in Operations. Implements business plans and ensures policies and procedures are followed. May be ... the various reports available. Strong people leader to provide coaching, development and performance management. **Essential Duties and Responsibilities** + Partners… more
    Raymond James Financial, Inc. (06/27/25)
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