- Citigroup (Tampa, FL)
- …project management and planning expertise in support of the Private Banking and Wealth Management (PBWM) Data operational model in order improve the integrity and ... quality of data used across Citi's franchise processes. The USPB Project Manager will be accountable for the project management of projects and initiatives across… more
- Bank of America (Jacksonville, FL)
- …+ Research + Result Orientation **Line of Business Job Description:** Wealth Management Operations provides end-to-end operational support that drives the client ... experience for Wealth Management advisory partners and their clients. Within WMO,...Reasoning + Recording/Organizing Information + Attention to Detail + Relationship Building + Research + Written Communications + Adaptability… more
- Bank of America (Jacksonville, FL)
- …and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and ... ongoing risk management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to think strategically… more
- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from the Banker ... docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
- HUB International (Tallahassee, FL)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500+ ... compliance topics and resources. + Escalate compliance questions to the Compliance Manager and/or CCO for additional support, interpretation, and/or assistance + Day… more
- TD Bank (Jacksonville, FL)
- …strategies, whole loan trading program, trade operations &delivery, investor relationship and strategic mortgage initiatives. The Mortgage Product Development team ... diverse needs of borrowers, from first-time home buyers to Wealth customers. The team leads the end to end...business strategy, goals and objectives + Supports the Product Manager or Senior Product Manager with product… more
- Jabil (St. Petersburg, FL)
- …for the technical solution by providing leadership for the customer, project manager , domain architects, domain specialists and application engineers to advance and ... GenAI and Agentic AI models + Deep understanding of the relationship between application design, data, and infrastructure environments. Demonstrated experience… more
- Brunswick (Pompano Beach, FL)
- …minimal senior management intervention. Maintain internal supportive working relationship with credit, customer service representatives, sales coordinators, sales ... directors and marketing manager . * Travel for sales calls to territory customers...growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical… more
- Bank of America (Jacksonville, FL)
- …servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well ... the daily loan closing process + Maintains relationships with Relationship Administrators to ensure efficient and high quality loan...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Jacksonville, FL)
- …servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well ... Document Administrators that support Business Banking & Middle Market Sales Relationship Managers with closing their loans on time. **Responsibilities:** + Ensures… more