- HUB International (Fort Lauderdale, FL)
- …firm providing risk management , insurance, employee benefits, retirement and wealth management products and services. With more than 20,000 employees ... you._ _Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen your client and...with broker dealer/RIA changes and updates + Manage insurance, investment and legal review processes + Serve as a… more
- JPMorgan Chase (Miami, FL)
- …proactive risk and control culture while supporting product development and change management . Together, we create value for our clients and our organization. **Job ... and operations teams to manage prioritization, resourcing, controls, readiness, and change management plans + Drive solutions across the organization by working with… more
- PNC (Tampa, FL)
- …and have an opportunity to contribute to the company's success. As a Sr. Wealth Strategist within PNC's Private Bank organization, you will be based in Sarasota or ... to team and may make recommendations to clients. May provide direction to wealth strategists and associates. + Retains and grows assets under management … more
- Deloitte (Tampa, FL)
- …in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & ... Resources. Our OTT team brings clients the knowledge of industry leaders who understand the relevant processes and technologies for their industry-and apply them with a process and mindset that tailors transformational change to their specific organization.… more
- Charles Schwab (Orlando, FL)
- …(AWS) is the industry leader in providing custody, trading, technology, and practice management services to independent investment advisory firms. AWS seeks to ... service directors, managers, and cross-functional partners. + **Program & Process Management :** Develop, implement, and track quality and coaching plans, leveraging… more
- Deloitte (Miami, FL)
- Senior Consultant, Industry Solutions, Investment Management , SimCorp What we do Join our AI & Engineering team in transforming technology platforms, driving ... experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership,… more
- Deloitte (Tampa, FL)
- Manager, Industry Solutions, Investment Management , SimCorp What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, ... changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from...+ Bachelor's Degree + 8+ years relevant consulting and/or investment management experience + 8+ years of… more
- HUB International (Davie, FL)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... The Commercial Lines Account Executive will provide professional, courteous account management and brokerage services to assigned clients. You have the primary… more
- HUB International (Jacksonville, FL)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... + Ability to utilize and be proficient in broker management systems + Strong organizational, problem solving and time... systems + Strong organizational, problem solving and time management skills Education: + Four-year college degree preferred +… more
- HUB International (Fort Lauderdale, FL)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over ... Explain coverage and exclusions to clients and document explanations in agency management system. + Educate clients on agency payment expectations and cancellation… more