Branch Manager Sarasota Wells Fargo & CoBranch Manager SarasotaEnglewood, FLAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Portfolio Manager III Bank of AmericaPortfolio Manager IIIMiami, FloridaKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Business Manager, Client Solutions CorientBusiness Manager, Client SolutionsFloridaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Coordinate with Solution Leaders and cross-functional partners, including HR, Finance, Operations, and Technology, to support integration activities and provide clear updates to Client Solutions leadership.
Analytics and Reporting Manager CorientAnalytics and Reporting ManagerFloridaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Data Science and Analytics Manager CorientData Science and Analytics ManagerFloridaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Develop and maintain data solutions, such as descriptive, diagnostic, predictive, and prescriptive analytics focused on enabling decision making, optimization, and measurable business impact for key functional and business stakeholders.
Client Manager, Retirement Plans - The Baldwin Financial Services BRP Group, Inc.Client Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Portfolio Manager III Bank Of America Merrill LynchPortfolio Manager IIIMiami, FLKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Account Manager, WM Advisory Northern TrustAccount Manager, WM AdvisoryNaples, FLAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Senior Account Manager Northern TrustSenior Account ManagerFt. Lauderdale, FLFull timeAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Account Manager Northern TrustAccount ManagerMiami, FLAssists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
VP; Relationship Manager - WM Ocean BankVP; Relationship Manager - WMMiami, FloridaOverview: The VP, Relationship Manager in the Wealth Management Division, is responsible for growing and servicing a portfolio by delivering consultative client experience, deepening relationships, and originating new business through referrals, prospecting, and relationship reviews while delivering deposit, lending, investment, and insurance solutions in partnership with internal teams across Ocean Bank and its subsidiaries. Manage an assigned portfolio of relationships, including loans and deposit accounts, and provide proactive, holistic support for clients’ financial needs across the relationship.
Premium Elite Relationship Manager Bank of AmericaPremium Elite Relationship ManagerJacksonville, FloridaKey responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes.
Security Account Manager - Warehouse GardaWorld Security Services U.S.Security Account Manager - WarehouseDaytona Beach, FLFull timeGardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry. Join our dynamic team as a contract security services Account Manager in Daytona Beach, FL, where you’ll play a pivotal role in maintaining exceptional performance on-site for one of our key accounts.
Sr. Commercial Relationship Manager -Orlando, FL FinTrust ConnectSr. Commercial Relationship Manager -Orlando, FLOrlando, FloridaThis role is ideal for a seasoned commercial banking professional who excels at business development, portfolio management, and relationship expansion while delivering customized financial solutions to business clients and high-net-worth individuals. Function: Lead commercial banking growth initiatives through loan and deposit production, portfolio management, client relationship development, and mentorship of commercial banking team members.
Banking Relationship Manager Visium Resources, Inc.Banking Relationship ManagerDaytona Beach, FLKEY RESPONSIBILITIES Client Relationship Management : Build and maintain strong, long-term relationships with clients, including individuals, commercial real estate developers, C & I businesses, and high-net-worth clients, to ensure client satisfaction and retention. SUMMARY The successful candidate will be responsible for managing and growing a portfolio of commercial real estate and/or commercial and industrial (C&I) client relationships, providing tailored financial solutions, and ensuring exceptional customer service.
Platinum Relationship Manager Morgan StanleyPlatinum Relationship ManagerTampa, FL$85,000–$110,000 / yearDepartment Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Client Relationship Manager -Orlando, FL FinTrust ConnectPrivate Client Relationship Manager -Orlando, FLOrlando, FloridaSuccess is measured across three core buckets: Important: this is not a trading/execution seat; the role requires licensing and consultative acumen, while partnering with advisory/trust specialists for implementation. Ability to independently discuss (at a high level) estate planning concepts, market/economic conditions, asset allocation, and credit strategy, then coordinate execution with internal partners.
NewPremium Elite Team Manager Bank of AmericaPremium Elite Team ManagerJacksonville, FloridaThe Premium Elite Team Manager will manage a team of Premium Elite Relationship Managers to deliver on sales performance goals, such as driving asset consolidation and retention and expanding the breadth and depth of client relationship through product penetration, where appropriate. Job expectations include ability to demonstrate judgement and discretion during independent decision making, conduct ongoing training as needed, molding the behavior and professionalism of all team members, and promote work unity improvements to current workflow processes.
Market Development Manager A La C.A.R.T.E. SolutionsMarket Development ManagerTampa, FLRemote$75,000–$90,000 / yearIdentify, build, and manage a strategic referral ecosystem of attorneys, bankers, wealth advisors, consultants, private equity professionals, insurance advisors, payroll providers, technology partners, and other trusted advisors. As a Market Development Manager, you'll be ALC's ambassador within an assigned geographic market — building the firm's presence, reputation, and referral ecosystem through strategic networking, chamber and community engagement, and referral partner development.
HNW Tax Senior Manager Madison-DavisHNW Tax Senior ManagerBoca Raton, FLA growing public accounting and advisory firm is seeking a Senior Tax Manager to lead complex tax planning and compliance engagements for high-net-worth individuals, families, trusts, estates, family offices, and closely held entities. This individual will also play a leadership role in mentoring staff, managing client relationships, and collaborating with external advisors to deliver comprehensive wealth preservation strategies.