- First Horizon Bank (Tampa, FL)
- …**Strategic Leadership:** + Develop and execute the overall commercial banking strategy across the Jacksonville, Orlando, and Tampa Bay markets. + Lead ... **Partnership and Collaboration:** + Partner closely with Private Client and Wealth Bankers to deliver integrated solutions that meet the full spectrum… more
- HSBC (Miami, FL)
- …with UHNW clients and their advisors + Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop wealth planning ... with respect to the value of Life Insurance in estate planning, wealth preservation and liquidity creation + Develop individualized/bespoke proposals for clients and… more
- Deloitte (Tampa, FL)
- …professionals address client needs which span the organization and impact strategy , operations, performance, and reputation. Qualifications Required + Minimum 4+ ... and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing and… more
- Deloitte (Miami, FL)
- …professionals address client needs which span the organization and impact strategy , operations, performance, and reputation. Qualifications Required + Minimum 2+ ... international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …systems and processes is highly preferred. + Financial services / wealth management experience preferred. **Knowledge of the following highly preferred to ... required:** + Knowledge of financial services, wealth management, and financial professionals' day-to-day operations and technologies. + Project planning and… more
- Scotiabank (Tampa, FL)
- …governance and alignment. **Accountabilities** + Develop and communicate a vision and strategy to guide the growth of business deposits across the international ... includes: + Manage system development and maintenance in alignment with strategy , regulation, governance and compliance, risk management, audit, policies, and… more
- Capco, a Wipro Company (Orlando, FL)
- …our client's most difficult challenges related to digital and marketing strategy , operations, transformation, and expansion. Our industry experts work closely with ... Capco's strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to define, design,… more
- Coinbase (Tallahassee, FL)
- …approach to partner engagement, helping our partners navigate from strategy through product development, integration, and post-launch partnership success, while ... emphasis on enabling trading, subcustody, and secured lending across retail, wealth , and institutional client segments. Coinbase's product platform and the markets… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of client product and technology solutions for RCS. This leader drives strategy and business architecture to support key growth objectives of the business. ... be a hands-on leader. This role requires an understanding of the wealth management industry, client user requirements, and clearing and custody technology platforms.… more
- Santander US (Miami, FL)
- …that have a real impact on clients. + Support our team of wealth management professionals. + Assist with the day-to-day responsibilities of an entrepreneurial ... achievements and campus involvement. + Strong interest in developing a career in Wealth Management. + Currently enrolled as an undergraduate student. + Eligible to… more