- Raymond James Financial, Inc. (St. Petersburg, FL)
- …sales strategies. + Educate clients on product features, market trends, and portfolio positioning. + Maintain a deep understanding of our investment offerings, ... including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs). + Track and report on sales activity using CRM tools. + Provide exceptional service and support to clients, ensuring a seamless sales experience. **Skill in:** + Strong… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Essential Duties and Responsibilities:** + Applies specialized knowledge of fee management to address complex issues independently. + Resolves inquiries from ... Financial Advisors and clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the gross… more
- Anywhere Real Estate (Tampa, FL)
- …setup, run-of-show development, speaker support, live session monitoring, and post-event asset management . * Coordinate pre-event activities such as vendor ... ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118… more
- Truist (Tampa, FL)
- …in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and ... of a broad range of personal financial planning/advisory/insurance and investment management / asset allocation concepts and understanding of retail credit and… more
- Black & Veatch (Tampa, FL)
- …solutions to projects. Primary areas of technical advisory support include: Utility Management , Asset Management , Program Management /Construction ... and linear infrastructure planning and design; stormwater and water resources; planning & asset management ; utility management solutions, and other key… more
- Sparrow Partners (Tampa, FL)
- …including CRM usage, close rates, achievement of sales targets/KPIs, partnering with Asset management on pricing and marketing on lead generation activities ... design, state of the art construction and highly engaged management , we help our community members build meaningful connections,...train, develop, motivate and inspire a team of Sales Specialist and Community Managers + Formulate the annual goals… more
- Lenovo (Tampa, FL)
- …PC Services **General Information** Req # WD00086220 Career area: Product Management Country/Region: United States of America State: North Carolina City: Morrisville ... success as the world's largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, workstations, smartphones, tablets),… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Responsibilities:** + Contribute to the development and implementation of product management strategy for Asset Management Services, anticipating ... Manages a small team and supports product management contribution to strategy development, the translation of...education, and the evaluation of the product and services portfolio . Regular contact with internal customers and external information… more