- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sales strategies. + Educate clients on product features, market trends, and portfolio positioning. + Maintain a deep understanding of our investment offerings, ... including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs). + Track and report on sales activity using CRM tools. + Provide exceptional service and support to clients, ensuring a seamless sales experience. **Skill in:** + Strong… more
- L3Harris (Palm Bay, FL)
- …Regulation (FAR) and other government and company compliance requirements. Assist in the management of the asset management records database, including ... DCAA and DCMA regarding audit related issues. Contributes to the preparation of asset management reports as needed, including data for financial reports,… more
- BMO Financial Group (West Palm Beach, FL)
- …+ MBA or Finance certification preferred. + In-depth / expert understanding of portfolio management principles and asset mix determination. + In-depth ... and reports with information about performance information, portfolio summaries, asset allocation targets, etc. + Leads change management programs of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Essential Duties and Responsibilities:** + Applies specialized knowledge of fee management to address complex issues independently. + Resolves inquiries from ... Financial Advisors and clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross… more
- Cayuse Holdings (Tallahassee, FL)
- … Management , Cloud Management )** + **ITSM** + **CMDB** + **APM (Application Portfolio Management )** + **HAM (Hardware Asset Management )** + ... We are seeking a talented and driven **ServiceNow Implementation Specialist ** to join our remote team. This role is...+ Additional ServiceNow certifications such as: + **SAM (Software Asset Management )** + **APM** + **HAM** +… more
- JPMorgan Chase (Miami, FL)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... your career to the next level. As a Lending Specialist in the US Private Bank, you will manage...presentations + Supervise credit approval memos/restructure memos + Monitor portfolio risk and proactively work to improve portfolio… more
- United Site Services (Riviera Beach, FL)
- …project and event success. Our deep industry expertise, excellence in process management , and dedication to corporate responsibility are pillars of our value ... every aspect of our business. **Primary Purpose** The Quality Assurance Specialist is responsible for ensuring consistent service quality by conducting comprehensive… more
- Anywhere Real Estate (Miami, FL)
- …setup, run-of-show development, speaker support, live session monitoring, and post-event asset management . * Coordinate pre-event activities such as vendor ... ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118… more
- Truist (Bal Harbour, FL)
- …in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and ... of a broad range of personal financial planning/advisory/insurance and investment management / asset allocation concepts and understanding of retail credit and… more
- Black & Veatch (Tampa, FL)
- …solutions to projects. Primary areas of technical advisory support include: Utility Management , Asset Management , Program Management /Construction ... and linear infrastructure planning and design; stormwater and water resources; planning & asset management ; utility management solutions, and other key… more