- 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)
- …and Equities trading businesses. This individual will support the daily risk management process, contribute to the development of risk analytics, and provide insight ... into market dynamics and portfolio sensitivities. The role requires strong analytical skills, a...in the development of dashboards and visualizations for senior management and risk committees. + Participate in projects to… 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
- Pfizer (Tampa, FL)
- …the single clinical point of accountability for clinical development for assigned asset (s) in Internal Medicine, Research & Development, Pfizer. The individual will ... through the lifestyle of all studies for the assigned asset (s). The GDL may also act as a key...other clinical leadership opportunities in support of the Obesity portfolio . This may include responsibilities for trial design, execution… 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
- 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