• Director , Client and Advisor…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and skills gained through education and experience to lead the advisor / client experience regarding lending products including Securities Based Lending, ... Mortgage, Tailored Lending and Margin. The scope of the advisor / client experience covers the end-toend experience including process, technology,… more
    Raymond James Financial, Inc. (04/10/25)
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  • Private Wealth Advisor / Director

    BMO Financial Group (Sarasota, FL)
    …a portfolio of prospect and client relationships and deliver an exceptional client experience . Demonstrates an understanding of and care for the client ... with team members to evaluate changing needs, increase communication with client , and implement the client experience . + Produces client reports that… more
    BMO Financial Group (04/16/25)
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  • Senior Advisor AIS

    Santander US (Miami, FL)
    …development opportunities and acts as primary resource for investment communication. The Senior Advisor AIS report to the Director of Portfolio Advisor . ... Senior Advisor AIS Miami, United States of America **Position...This individual must have a depth of financial services experience , a flexibility of approach, and a capacity to… more
    Santander US (03/08/25)
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  • Sr. Employee Relations Advisor

    Raymond James Financial, Inc. (St. Petersburg, FL)
    **Job Description** **Job Summary** The Senior Employee Relations Advisor will serve as a trusted resource for employees and people leaders, providing guidance on ... regarding company policies and procedures * Collaborates with Employee Relations Director to develop, update, and implement employee relations policies and… more
    Raymond James Financial, Inc. (04/16/25)
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  • VP, Wealth Advisor - Trust & Wealth

    Bank OZK (Fort Lauderdale, FL)
    …self-sourcing investment management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide or ... Essential Job Functions + Develops leads and referrals for revenue generating client investment and trust relationships. + Partners with retirement planning and… more
    Bank OZK (03/11/25)
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  • Director , Technology Consulting

    Public Consulting Group (Tallahassee, FL)
    …the team and portfolio of projects in our Technology Consulting Practice Area. The Director will work with senior client executives implementing or advising on ... client relationships, and developing proposals that meet client needs. The Director is responsible for...and communicating project performance and progress. + Advise senior client executives and as a trusted advisor … more
    Public Consulting Group (02/06/25)
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  • Executive Director - Business Development

    Concentrix (Tallahassee, FL)
    …build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and conflict-resolution abilities. - Ability to analyze data ... Job Title: Executive Director - Business Development Job Description Our Business Development...our clients. Concentrix is a global leader in customer experience solutions and technology, improving business performance for some… more
    Concentrix (04/27/25)
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  • Managing Director , Head of Relationship…

    Charles Schwab (Naples, FL)
    **Your opportunity** **MD, Head of Relationship Management & Service** The Managing Director , Head of Relationship Management & Service will lead the teams ... operating risk and cost, and drive growth. The Managing Director , Head of Relationship Management & Service will have...the operating risk of the business, and improving the experience of the clients who contract directly with the… more
    Charles Schwab (05/02/25)
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  • Strategic Customer Engagement Director

    Verint Systems, Inc. (Tallahassee, FL)
    …of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire ... . **Overview of Job Function:** Verint's Strategic Customer Engagement Director focuses on building long-term, mutually beneficial partnerships with key… more
    Verint Systems, Inc. (04/04/25)
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  • Senior Director , Executive Compensation…

    WTW (Tampa, FL)
    …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: + Executive compensation benchmarking + Short… more
    WTW (04/10/25)
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