- Citigroup (Tampa, FL)
- …for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess ... financial regulations & taxes, a keen understanding of the intricacies of wealth management . **Key Responsibilities:** **Quality Assurance:** Support the QA… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... management strategies to the Board of Directors, senior management and various risk committees. ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- BMO Financial Group (West Palm Beach, FL)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Citigroup (Jacksonville, FL)
- …out highest level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional ... to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- JPMorgan Chase (Tampa, FL)
- …assess the design and operating effectiveness of controls within the Asset and Wealth Management LOB. + Ensure compliance with internal policies, procedures, and ... your expertise will drive significant impact within the Asset Management business. As a Senior Test Lead...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- M&T Bank (North Palm Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk, exercise fiduciary… more
- Citigroup (Fort Lauderdale, FL)
- …Manage and maintain a portfolio of credit exposures to Citi's North American Wealth clients + Assist with portfolio management activities, including limits, ... audit and regulatory reviews **Job Qualifications** + Previous work experience in risk management with a large banking institution supporting Wealth portfolios +… more
- Wells Fargo (Palm Beach, FL)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, ... HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: *...trust. + Execute on client requests, including money movement, investment implementation and ongoing account management . +… more
- Citigroup (Tampa, FL)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... us. We'll enable growth and progress together. The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation… 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 ... of the RIA & Custody Services (RCS) division, the Senior Product and Business Analyst plays a key role...+ Fundamental concepts, practices and procedures of business process management (BPM) + Basic functionality and purpose of Business… more