- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Bank Private Client Banking division enables its affiliates to go beyond traditional brokerage services by offering clients not only investment products, but also a ... **Duties and Responsibilities** + Analyzes data and creates dashboard solutions to support the business. + Develops financial models and reports to forecast… more
- First Horizon Bank (Tampa, FL)
- …annual revenues $50 - $500 million, offering customized financial solutions that support their long-term success. The Senior Commercial Banking Manager is also ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... incidents and mitigate to resolution + Embed into platform engineering teams to support and further optimize platforms and related applications on a rotating basis +… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …security and excellent service. + Culture - We value and support employees through open communication, professional development, recognition, and by creating ... with public and private accountants; state, federal, and independent auditors; banks; brokerage firms; program or management personnel; and vendors for the purpose… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …comprehensive financial solutions by offering a suitable and diversified set of brokerage , advisory, and insurance solutions to meet client needs and objectives. * ... Developing a complete understanding of the core institution's products to support cross-selling opportunities and to generate referrals back to the institution… more
- HUB International (Colorado Springs, CO)
- …us:** + 7+ years of relevant experience in employee benefits within a brokerage environment + High school diploma required, college degree preferred + Proficiency in ... to work independently and take leadership on accounts + Proven ability to support new business development + Mastery presenting to clients and their employees +… more
- Thrivent Financial (Germantown, WI)
- …of sensitive/confidential information + Desire to work collaboratively and support peers Competencies + Planning/Organizing + Customer Focus + Communication ... are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.… more
- WTW (Portland, OR)
- …implementation, and optimization activities + Providing benefit enrollment support , including preparing materials and presentations, verifying policy and ... in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier… more
- Thrivent Financial (Minneapolis, MN)
- …to inform the offering strategy + FAs (field leadership) to provide support on experienced Advisor recruiting QUALIFICATIONS & SKILLS: Required: + College degree ... level of knowledge about all programs and services available to FAs through the brokerage platform as well as those available direct to provider + Strong statistical… more
- First Horizon Bank (Knoxville, TN)
- …levies and subpoenas. The Legal Services Manager oversees all daily support functions related to legal document processing, ensuring compliance standards are ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more