- Citizens (Tampa, FL)
- …areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Primary responsibilities include + Manage, acquire and deepen a ... portfolio of new and existing commercial customer relationships within the Business Banking target market of ten million to fifty million in annual revenue. + Provide advisory led discussions to assess client needs and aspirations while positioning value added… more
- University of Miami (Coral Gables, FL)
- …of entrepreneurship and a fine climate, Miami is attracting a massive influx of wealth and talent from around the world. Miami aims to become a leading global ... technology hub in life sciences, fintech, green technology, digital transformation and the internet of things. The College of Engineering at the University of Miami is excited to focus its research activities under strategically selected interdisciplinary… more
- Fifth Third Bank, NA (Tampa, FL)
- …landscape. + Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.) analyze, evaluate and develop a tailored relationship strategy for ... each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs. + Meet with customers on a regular basis to enhance the trusted advisor relationship and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …bespoke solutions designed to enhance a client's portfolio and overall wealth strategy, by harnessing multi-asset expertise to address complex investment objectives. ... The team leverages its expertise to deliver sophisticated, multi-asset market solutions for high-net-worth individuals, family offices, and business owners. These bespoke solutions include categories such as tax-advantaged solutions, concentrated equity,… more
- Brunswick (Edgewater, FL)
- …is Now!_ _We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If ... your experience is close to what you see listed here, please still consider applying._ Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender… more
- JPMorgan Chase (Miami, FL)
- …but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized ... financial strategies for existing and prospective clients + Prepare pitch books and meeting materials + Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations… more
- Deloitte (Tampa, FL)
- …and the changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from every sector of the industry, ... including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. Candidate profile You will lead and deliver small engagements, or components of large, complex… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …strategies. * Competitive landscape (ie, Alternative Investment platforms of other wealth management firms). * Principles of banking and finance and securities ... industry operations. * Micro and Macro economics and their impact on investment strategies. * Financial markets, products, financial advisory function, and investment process. * MS Office applications. **Skill in:** * Identifying the needs of customers through… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …guidance, resources, and products that help financial advisors engage in holistic wealth management with their clients. **Job Summary** As a Summer Associate in ... Annuity Distribution, you will support all three levels of our team: annuity product specialists, internal consultants, and external consultants. You will be highly engaged in daily activities such as conducting annuity reviews, creating illustrations and… more
- Citigroup (Tampa, FL)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial ... objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity. Citi Finance, Market and Credit Risk Technology develops innovative technology solutions and is focused on providing… more