- Raymond James Financial, Inc. (St. Petersburg, FL)
- …expertise in functional area. This position will have extensive contact with senior management across the firm. **Essential Duties and Responsibilities:** * Set ... business goals. * Interact with others in a way that promotes openness & trust and gives confidence in one's intentions * Use customer centric approaches for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …upon milestones for effectives in achieving specified results. Extensive contact with senior leaders across the firm including Private Client Group and Technology is ... Balances conflicting resource and priority demands. + Maintains regular contact with senior management and other internal customers to identify research and resolve… more
- Bank of America (Sarasota, 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