- HUB International (Fort Lauderdale, FL)
- …opportunity for you._ _Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen your client and consulting skills, while ... services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 20,000 employees in… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- Huntington National Bank (Naples, FL)
- Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages ... medium/large and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for ongoing customer service and joint sales calls with… more
- PNC (Jupiter, FL)
- …to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Jupiter, FL. PNC will not ... provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- Truist (Orlando, FL)
- …activities. 17. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices. QUALIFICATIONS ... Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree 2.… more
- Citigroup (Jacksonville, FL)
- …+ Fully accountable for servicing and supporting Citi's Investment and/or Banking clients. + Able to clearly articulate business value proposition, matching clients ... with the correct set of products and services. + Directly responsible for providing timely responses to client service requests, received via telephone or email. + Provides exceptional support and issue resolution- all client issues will be owned end to end by… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Lead the elicitation, documentation, and management of business and functional requirements for complex technology initiatives. + Translate business needs into ... clear, actionable technical requirements and user stories. + Conduct gap analyses, feasibility studies, and impact assessments to support solution design and decision-making. + Collaborate with cross-functional teams including developers, QA, UX, and business… more
- Citigroup (Jacksonville, FL)
- …+ Establishes and oversees the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing ... losses from failed internal processes, inadequate controls, and emerging risks. + Independently assess' risks and drive actions to address the root causes that persistently lead to operational risk losses by challenging both historical and proposed practices.… more
- ADP (Miami, FL)
- …+ Process: Designs, develops and implements procedural changes geared at improving productivity, quality levels and client satisfaction in support of ADP ... ADP is hiring a HR - Benefits Analyst III. **At ADP we are driven by your success.** We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you… more
- Truist (Orlando, FL)
- …The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex Managers. The individual will be a ... **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application… more
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