- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- Trinity Health (Fort Lauderdale, FL)
- …prepares related reports for senior management review. Keeps Regional Manager informed of issues affecting program costs, service capabilities, effectiveness ... cultivating service /product quality and customer satisfaction. Ensures the Regional Manager , THS and RHM stakeholders are kept abreast of issues or problems… more
- Oracle (Tallahassee, FL)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... issues. + Demonstrated revenue recognition management experience within a cloud services provider or organization + Strong technical accounting acumen with ability… more
- Primo Brands (Tampa, FL)
- …eligibility Location: Tampa, Florida (hybrid on site 3 days/week) Responsibilities + The Senior Manager FP&A provides the finance and business acumen necessary ... controls/performance metrics, and ultimately operating margin for the Divisions. The Senior Manager leads evaluating cost decisions, providing detailed analysis,… more
- First Horizon Bank (Tampa, FL)
- … and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services , and insurance services ) in a manner that ... site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth… more
- JPMorgan Chase (Tampa, FL)
- …Investor team within the respective market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and ... Market Manager , you will help drive the overall priorities of...key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors. **Job Responsibilities** + Keep… more