- Bank OZK (Clearwater, FL)
- …& Scope Leads strategy, sales, and administration for the Bank's institutional wealth business - encompassing employer-sponsored retirement plans (401(k), ... CFA(R), or AIF(R) certification preferred. + 10+ years of experience in institutional wealth , retirement plan management, or investment management, required.… more
- JPMorgan Chase (Tampa, FL)
- …role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors. **Job Responsibilities** + Keep up to date with markets, ... regard to executing and managing brokerage activity. + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and… more
