- Banco Popular Puerto Rico (Sunrise, FL)
- …clients, community involvement, etc. + Cultivate internal partnerships with Commercial and Wealth Management to promote integrated sales and service efforts ... dissatisfaction, and offer possible alternatives; process account maintenances in a compliant manner Risk Management + Support the management of compliance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …science, finance, or business-related field. + At least 6 years of work on wealth management with direct experience in building technology platforms and products ... improvement analysis + Fundamental concepts, practices and procedures of business process management (BPM) + Basic functionality and purpose of Business Process … more
- Brunswick (Pompano Beach, FL)
- …by monitoring costs, competition, and supply and demand. * Completes sales operational requirements by scheduling and assigning employees; following up on work ... and learn market area information and communicate information to Sr. Management . Identify non-performing accounts based on market area plan. Coordinate upgrade… more
- Citigroup (Tampa, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... for MIP policies, standards, procedures, and training materials + Conduct regular risk assessments and security reviews of MIP implementations + Stay abreast of… more
- Cherry Bekaert (Tampa, FL)
- … and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... the utilization and productivity of professionals in the practice to achieve operational and financial targets. + Develop professionals within the practice and build… more