- Guardian Life (Tallahassee, FL)
- …Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a Client Executive who will be the main contact for their clients' ongoing ... relationship management. The Client Executive is directly accountable for client satisfaction and enhancing the client experience. **You will:** + Assume… more
- KPMG (Orlando, FL)
- **Business Title:** Manager, Advisory Data Organization Reporting & Impact Measurement Lead **Requisition Number:** 119225 - 25 **Function:** Advisory **Area of ... great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven… more
- Deloitte (Tampa, FL)
- … client , and training/mentoring skills. + Exhibit a strong executive presence, complemented by excellent communication and interpersonal skills. + Strong ... professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is...shape the landscape of our clients' financial success. + Client Engagement: Play a central role in client… more
- Deloitte (Miami, FL)
- …focus on business opportunities, growing the practice and strengthening the existing client relations through advisory services, solution design and delivery. ... creativity, high-energy and versatility. + Strong presentation, consulting, project management, client , and training/ mentoring skills + Strong executive … more
- Bank of America (Sarasota, FL)
- Merrill Market Client Relationship Manager Sarasota, Florida;Naples, Florida **Job Description:** Merrill Wealth Management is a leading provider of ... while minimizing regulatory, financial, operational, and reputational risks. The ** Market Client Relationship Manager (MCRM)** is a...(DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as… more
- Morgan Stanley (Miami, FL)
- …financial advice and services to its clients including brokerage, investment advisory , financial and wealth planning, credit and lending, deposits and cash ... management, annuities, insurance, retirement, and trust services. As a market leader, the talent and passion of our people...laundering and reputational risk issues associated with higher risk client types. The AML Risk Team is considered the… more
- Ankura (FL)
- …for our clients, regardless of industry or size. We provide proactive advisory services such as maturity and preparedness assessments, incident response planning and ... the primary responsibility of the role will be to develop and implement go-to- market strategies around revenue growth. The role focuses on creation of business… more
- Morgan Stanley (Miami, FL)
- Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,200 investment professionals around the world and ... a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.… more
- Bank of America (Miami, FL)
- …ensuring adherence to the bank's compliance policies and procedures * Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of ... Merrill Market Supervision Manager Miami, Florida **Job Description:** Merrill...* Business Acumen * Collaboration * Oral Communications * Client Solutions Advisory * Business Operations Management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …other departments across the firm. * Oversees all opportunities to sell, educate, market and promote Private Client Banking (PCB) products and communicates those ... advisor education strategy including national/regional conferences, senior level advisor and client seminars, branch presentations, advisory councils, and other… more