- Huntington National Bank (Naples, FL)
- …Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages medium/large ... and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to...objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for… more
- US Bank (Tampa, FL)
- …One. **Job Description** Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and ... client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing,… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- M&T Bank (North Palm Beach, FL)
- …could include: + Develop your knowledge of financial markets, Wilmington Trust investment process and wealth offerings, and articulate current and relevant ... and expand relationships + Serve as support associate to Wealth and Investment advisors as required +...continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth … more
- Truist (Tampa, FL)
- …2. 7 years investment experience, which should include experience as an investment advisor, portfolio manager , or other investment -related activities ... Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth… more
- First Horizon Bank (Tampa, FL)
- …site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth ... for advising your clients on building, preserving, and managing their wealth , risk management solutions, business transition strategies, etc. You will utilize… more
- Bank of America (Miami, FL)
- …with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Business Banking Sr. Relationship Manager - Miami, FL Miami, Florida **To proceed...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- Bank of America (Tampa, FL)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Sr. Relationship Manager , Global Commercial Banking - Healthcare, Education, Not-for-Profit...increase overall client satisfaction. **Responsibilities:** * Manages an extensive portfolio of HENPF clients and prospects with annual revenues… more
- Oracle (Tallahassee, FL)
- …execution of complex data center construction projects. They bring a wealth of expertise in project management, technical design, and on-site construction, ... risk reporting, cost tracking, and general project management practices. 2. Portfolio Consistency & Governance Drive consistency across OCI's colocation program by… more
- TD Bank (St. Petersburg, FL)
- …needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is...who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Oracle (Tallahassee, FL)
- …Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The role:** As an ... positioning a vertical suite of platform solutions to a portfolio of named large Enterprise Financial Services accounts in...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- TD Bank (West Palm Beach, FL)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship ... support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment,...as primary contact for client relationships with regards to portfolio information and basic financial planning + May resolve… more
- Bank of America (Orlando, FL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… more
- Truist (Melbourne, FL)
- …America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent...analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and… more
- Truist (Orlando, FL)
- …by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to ... years experience as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with 5+ years in Trust… more
- JPMorgan Chase (Tampa, FL)
- …and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager , you will help drive the ... role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors. **Job Responsibilities** + Keep up to date with markets,… more
- Bank of America (Tampa, FL)
- …of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the ... responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management **Responsibilities:** + Completes investigations… more
- Bank of America (Naples, FL)
- …their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, ... in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between...must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must… more
- Anywhere Real Estate (Jacksonville, FL)
- …and closing companies and key Anywhere real estate franchisees. This high-profile, general manager role will be accountable for driving growth of the Upward business ... Own the P&L for this new business line, including investment in both new and existing ventures. Partner with...+ **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the… more