- Bank OZK (Jacksonville Beach, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. + Meets revenue, growth, and retention goals. +… more
- JPMorgan Chase (Miami, FL)
- …with client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account ... families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death through… 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 Wealth & Institutional Management business unit by building and...market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …complex projects impacting RJ FAs, such as the Membership Pilot project involving Wealth Planning, RJ Insurance Group, RJ Trust , RJ Bank, Regional Management, ... they liaise with related departments around the firm, including Trust and RJ Insurance Group, as well as Private...and RJ Insurance Group. * Support executives at the VP -level and above from departments around the firm. *… more