- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reactive Programming. You'll play a key role in developing and enhancing a critical Wealth Management application used by Financial Advisors. As part of a ... them into robust technical solutions. + Support and enhance existing portfolio management functionality within the Angular space. + Provide technical leadership and… more
- Comerica (Fort Lauderdale, FL)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... CompetenciesSuccessful incumbents possess problems solving skills, customer focus, process management , organization, written communication, and priority setting. Position Responsibilities:… more
- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... of financial markets and products. + Knowledge/ experience of problem Management Tools. + Evaluates (sometimes complex) situations using multiple sources of… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize their processes...The candidate will be working on the Operations Change Management team, to govern and manage Tech Book of… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Senior Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Charles Schwab (Jacksonville, FL)
- …Service experience **Preferred Qualifications:** + Previous experience in Financial Services/ Wealth Management and/or closely related industry. + While ... licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability to handle client needs with tact and diplomacy + Outstanding written and oral… more
- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Operations & Technology teams are charged with… more
- Edward Jones (West Palm Beach, FL)
- …early due to the volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) ... clients and we need your help launching this new offering and brand, Edward Jones Generations (TM) . We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …will focus on building out Supervision and Compliance Surveillance controls within Wealth Management . The ideal candidate will have extensive experience with ... **AWS Glue, PySpark, and Python programmin** g. This position will be responsible for designing, implementing, and developing business controls and collaborating with cross-functional teams to meet business needs. This hybrid position will be based out of our… more