Associate Director, Client Access Technology Raymond James Financial IncAssociate Director, Client Access TechnologySaint Petersburg, FLEducation/Previous Experience: At least 7 years of relevant technology experience, including software development and people-management or technical-leadership experience; an equivalent combination of education, training, and experience may be considered. The manager provides technical and people leadership, oversees delivery and application support, and helps resolve complex technology issues that require coordination across multiple levels of the organization.
Senior SBL Credit Solutions Advisor Raymond James Financial IncSenior SBL Credit Solutions AdvisorSaint Petersburg, FLDevelop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization and to enable effective two-way flow of information and resolution of issues. Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the client organization; gather and analyze relevant information; and gain agreement to a statement of client requirements.
NewSenior Advisor, GEIB Compliance Raymond James Financial IncSenior Advisor, GEIB ComplianceSaint Petersburg, FL$75,000–$90,000 / yearRelevant rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA) specifically Rules 5100 (corporate finance), 2241 (conflicts of interest and research), 2210 (communications with the public, 3110 (supervision), 1220 (registration rules), Securities Act - Section 5, SEC Rules 138/139, Reg AC, Reg M. Under general direction, uses knowledge and skills obtained through education, experience, specialized training and/or certification in securities industry compliance to support the design, implementation and supervision of a comprehensive compliance program with focus on Equity Research and Investment Banking matters.
Internal Charitable Consultant Raymond James Financial IncInternal Charitable ConsultantSaint Petersburg, FLUses limited knowledge and skills obtained through education and experience to source and manage the development and promotion of charitable giving strategies and philanthropic services for current and prospective clients and financial advisors. Reviews charitable giving instruments (e.g., donor-advised funds, charitable remainder trusts) to assess suitability and alignment with Raymond James Trust and Raymond James Charitable's capabilities.
Trust Investment Officer Raymond James Financial IncTrust Investment OfficerSaint Petersburg, FLUnder limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Associate Trust Officer (Evergreen) Raymond James Financial IncAssociate Trust Officer (Evergreen)FL$70,000–$90,000 / yearResponsible for the delivery and oversight of timely, accurate, and professional administration of estate, trust, and power of attorney accounts (both fiduciary and agency); Take ownership and demonstrate accountability for efficient resolution of client and partner inquiries and concerns; Exercise discretion afforded in the will, trust agreement, or power of attorney documents for clients where ST has been granted authority; Collaborate with Compliance, Operations, Legal and other related lines of business to resolve system, administrative, risk management and legal issues related to account administration; Participate in audit activities including business line oversight, internal audit, and regulatory audits and examinations where required; Contribute to the review and discussion of discretionary decisions on behalf of ST; Participate in the creation, modification, and implementation of policies and procedures where required; Build strategic relationships with COIs including lawyers, accountants, and financial advisors with a goal of enhancing their knowledge and willingness to work in collaboration with our trust business for the benefit of their HNW clients; and. Minimum 2 years of estate and trust industry experience (or other relevant industry); Preference given to experience managing estate, trust, and power of attorney accounts; Experience working with HNW clients and their wealth advisors; Strong communication skills and ability to work collaboratively and independently; Exceptional critical thinking and analytical skills to identify and resolve diverse, complex, and ambiguous issues in a timely and practical manner; In-depth knowledge of estates, trusts, and powers of attorney for property laws; University degree in related field; STEP or MTI designation would be an asset; and.
Part Time (20 Hours) Associate Banker Hanley and Waters Branch, Tampa, FL Bilingual Spanish Required JPMorgan Chase & CoPart Time (20 Hours) Associate Banker Hanley and Waters Branch, Tampa, FL Bilingual Spanish RequiredTampa, FLCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time (30 Hours) Associate Banker, Dale Mabry and Stall Branch, Tampa, FL Bilingual Spanish Required JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Dale Mabry and Stall Branch, Tampa, FL Bilingual Spanish RequiredTampa, FLCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) JPMorgan Chase & CoPart Time Associate Banker Tampa Bay SW Pinellas (30 hours)Pinellas Park, FLCreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Learning & Development Associate Raymond James Financial IncLearning & Development AssociateFL$60,000–$70,000 / yearTraining and Development'',''Training and Development'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver, CA-QC-Montreal-Montréal'',''CA-BC-Vancouver-Vancouver, CA-QC-Montreal-Montréal'',''PCG Admin'',''PCG Admin'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''657763'',''657763'',''true'',''657763'',''false'',''Submission for the position: Learning & Development Associate - (Job Number: 2600400)'',''false'',''657763'',''false'',''true''. Raymond James Ltd. is seeking a Learning & Development Associate to join the Private Client Group (PCG) team in a hybrid workstyle capacity in our Montreal, Toronto or Vancouver office.
Senior Home Lending Advisor, NE Tampa Bay, FL JPMorgan Chase & CoSenior Home Lending Advisor, NE Tampa Bay, FLTampa, FLRequired Qualifications, Capabilities, and Skills: • Bachelors degree or equivalent work experience in sales and/or real estate • 3+ years of mortgage lending and proven sales experience in retail banking • Knowledge of real estate market in local area • Excellent written and oral communication skills • Knowledge of FHA, VA, FNMA, and FHLMC guidelines. Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PwCAsset & Wealth Management - Renewable Energy Tax Senior AssociateTampa, FL$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
Bank Platform Transformation - Core Banking Modernization - Sr Associate PricewaterhouseCoopers LLPBank Platform Transformation - Core Banking Modernization - Sr AssociateTampa, FL$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Bank Platform Transformation - Core Banking Modernization - Sr Associate, you will engage with clients to optimize their operational efficiency through the analysis, implementation, and support of business applications.
NewProduct Delivery Senior Associate- Payment Operations JPMorgan Chase & CoProduct Delivery Senior Associate- Payment OperationsTampa, FLYour role provides a unique opportunity to work in Payments, the fastest changing areas in the Financial Services industry, shaping how to operationally support new, e-commerce products emerging while partnering with the business to ensure the successful execution of the Payments franchise's strategy and enabling the delivery of products in a stable and scalable way. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Applied AI, Product Associate-Payments JPMorgan Chase & CoApplied AI, Product Associate-PaymentsTampa, FLAs an Applied AI, Product Associate within the Merchant Services Solutions & Commercialization team, you will support the design, delivery, and commercialization of AI-powered products that enhance merchant and client experiences across the payments lifecycle. The Merchant Services Solutions & Commercialization team is responsible for identifying, incubating, and scaling innovative solutions that accelerate growth, improve client experiences, and unlock new commercial opportunities across JPMorgan Merchant Services.
Commercial Card Business Analyst - Payments - Senior Associate JPMorgan Chase & CoCommercial Card Business Analyst - Payments - Senior AssociateTampa, FLYou will partner with internal stakeholders and external suppliers/partners to manage intake and execution workflows, maintain accurate reporting and controls, remove onboarding friction, and ensure timely follow-through that improves supplier activation and adoption outcomes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Sales Executive - Commercial Lines World Insurance Associates LLCSales Executive - Commercial LinesTampa, FL$60,000–$200,000 / yearFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. In addition to developing expertise in commercial insurance solutions, Producers are expected to build specialization in one or more industry verticals, enabling them to provide deeper insights, understand industry-specific challenges, and deliver tailored solutions to their clients.
Sales Executive - Employee Benefits World Insurance Associates LLCSales Executive - Employee BenefitsTampa, FL$60,000–$200,000 / yearFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Leveraging World’s expansive platform, you’ll help clients design competitive benefits programs while uncovering opportunities to deliver additional value through commercial insurance, personal insurance, retirement plans, payroll, and HR solutions.
Branch Advisor - Hub Banking for GOODBranch Advisor - HubLargo, FloridaThis role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned. Open basic accounts for new and existing members, offering relevant ancillary products and ensuring delivery of all regulatory documentation is provided.
Branch Advisor Banking for GOODBranch AdvisorPalm Harbor, FloridaThis role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned. Open basic accounts for new and existing members, offering relevant ancillary products and ensuring delivery of all regulatory documentation is provided.