- Raymond James Financial, Inc. (St. Petersburg, FL)
- …executed. **Essential Duties and Responsibilities:** + Applies specialized knowledge of fee management to address complex issues independently. + Resolves ... as assigned, contributing to the overall efficiency of the fee management team **Qualifications** **Knowledge of:** + General office practices, procedures,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a week at our Saint Petersburg, FL corporate office. **Job Summary:** The Fee Based Ops Training Specialist will develop and deliver comprehensive training ... programs to support multiple roles within the AMS team. The Specialist will leverage various tools, software, and methodologies to create engaging, effective… more
- BMO Financial Group (Sarasota, FL)
- This is a Business Development / Relationship Management Role not a leadership position. We are looking for someone who is established within the area and has years ... of experience in Wealth Management /Private Banking working with high net worth clients. Provides...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Truist (St. Petersburg, FL)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and provide ongoing service for a broad range of fee income and retail banking products and services appropriate...products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to,… more
- CDM Smith (Sarasota, FL)
- …drive growth. CDM Smith is one of the world's top design, program management , and construction management firms, providing innovative and creative solutions for ... leadership role in the following areas: - Provide leadership, management , and technical expertise for a wide variety of...on Dams (USSD) - - Serve as a technical specialist in the application of advanced geotechnical engineering theories,… more