- Raymond James Financial, Inc. (St. Petersburg, FL)
- …operationalizing of private market investment opportunities. Supports the broader private markets platform by reviewing and coordinating service and ... role will materially support the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a… more
- Citigroup (Miami, FL)
- …Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or ... ** Private Bankers at Citi develop and deepen client...process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver… more
- CBRE (Tallahassee, FL)
- Director , Business Development & Capital Markets - Renewables Advisory Job ID 229285 Posted 18-Jul-2025 Service line GWS Segment Role type Full-time Areas of ... - Remote - US - United States of America ** Director , Business Development & Capital Markets -...corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of… more
- Citigroup (Miami, FL)
- …depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing ... determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability...further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …lending products, processes, and regulatory requirements (eg RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth client needs + ... systems related to mortgage operations + Competitor offerings and market trends in mortgage and real estate finance +...driven environment + Providing a high level of client service in the spirit of Raymond James' Service… more
- Highmark Health (Tallahassee, FL)
- …and delivery of new and innovative reimbursement models across all of Highmark's markets and lines of business. This will require aligning new models to the ... and ROI realization. Critical partners include Advanced Analytics, Contracting, Market and Provider support teams, Actuary, Finance, Highmark Health Solutions,… more
- PNC (Fort Lauderdale, FL)
- …This role reports directly to Client Service Manager or the Client Service Director . Key responsibilities include, but are not limited to, handling: * ... are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering...to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization,… more
- BMO Financial Group (Winter Park, FL)
- …public companies. Must have a willingness to develop new relationships in unknown markets . The Managing Director will have an outstanding and continuous record ... The Managing Director is responsible for facilitating growth initiatives for...with specific concentration on Atlanta and Florida and surrounding markets . Candidate must have significant contacts among typical Asset… more
- Scotiabank (Tampa, FL)
- …management and private banking, corporate and investment banking, and capital markets . At Scotiabank, we value the unique skills and experiences each individual ... Director , International Business Liquidity Portfolio **Requisition ID:** 233839...industry leading treasury management solutions coupled with a best-in-class service model, making it easy for our clients to… more
- Cherry Bekaert (Tampa, FL)
- …Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director ( Director ). ... with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
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