- Truist (Fort Lauderdale, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Comerica (Fort Lauderdale, FL)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to...the business development function. * Be viewed as an advisor by serving as a resource speaker for related… more
- WTW (Miami, FL)
- …with personal lines insurance experience in the US market to join as a Senior Consultant in our Insurance Consulting and Technology (ICT) practice. In this role, you ... as a subject matter expert + Develop a trusted advisor relationship with client contacts through effective communication +...Practiced in managing complex projects and delegating work to senior and junior colleagues + Available to travel as… more
- Chewy (Plantation, FL)
- **Our Opportunity:** Chewy is looking for a ** Senior Marketing Program Manager** to join our Go-to-market Operations team in either **Boston, MA, Minneapolis, MN, or ... product marketing campaigns, serve as a trusted resource & advisor + Be the subject matter authority in all...time and budget + Proven track record of gaining trust and respect by consistently illustrating sound critical thinking… more
- Deloitte (Miami, FL)
- …career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more
- Deloitte (Miami, FL)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Amazon (Miami, FL)
- …guide them through transformative cloud adoption. Imagine yourself as the trusted advisor and strategic powerhouse driving the cloud transformation for some of the ... flawless partner engagements. Regularly preparing and presenting business reviews to senior leadership, you will communicate market realities, partner needs, and… more
- Regions Bank (Coral Gables, FL)
- …(PWM) Leader is responsible for leading a team of Wealth and/or Trust Advisors in obtaining profitable results, growing revenue, new business development, expense ... and QHH growth, Revenue Growth, COI development + Creates individual advisor assessment plans and implements specific guidelines that describe the responsibilities,… more
- Bank of America (Miami, FL)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model...the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing… more
- AON (Miami, FL)
- …lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues ... + Key member of the client facing team, acting as a trusted advisor to the client in broking, designing, selling, and servicing accounts. + Frequently… more
- Citigroup (Miami, FL)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …individual tax liabilities. + Serve as a formal and informal mentor to managers and senior managers and as a valued colleague (as it relates to people and other ... prospective and existing clients (through the development of "trusted advisor " status with clients served). + Manage a network...to lead and develop Tax Staff, Seniors, Managers, and Senior Managers. + Plays a lead role in the… more
- AECOM (Fort Lauderdale, FL)
- …focused on design of municipal water/wastewater, stormwater, and resiliency projects. + Senior technical resource; may serve as technical advisor for the ... buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by… more
- Monro Muffler/Brake (Miami, FL)
- …an industry leading employment experience for teammates and a trusted business advisor that is aligned with business operations to help provide support as ... employee engagement and experience. + Build strong relationships by demonstrating trust , integrity, dedicated work ethic, ownership and accountability. . Ability to… more
- Citigroup (Miami, FL)
- …communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Amazon (Miami, FL)
- …not a sales role, but rather an opportunity to be the principal technical advisor and 'voice of the customer' to organizations ranging from start-ups to Fortune 500 ... represent AWS within a customer's environment, and drive discussions with senior leadership regarding incidents, trade-offs, support and risk management. You will… more