field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: As a Market Leader for the Advisor Development Program (ADP), you will: <ul> <li>Provide regulatory supervision and oversight to advisors</li> <li>Ensure ADP participants are meeting and achieving hurdles</li> <li>In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity</li> <li>Personal involvement with ADP participants who require heightened support to achieve success</li> <li>Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership</li> <li>Lead pipeline management routines with teams and coach on pipeline execution</li> <li>Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy &amp; Accountability</li> <li>Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms</li> <li>Accountable to support market results, while maintaining strict consistency with national programs</li> <li>Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.</li> <li>Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies. </li> <li>Sales Supervision: Administer superior sales supervision/practices in the market.</li> </ul> Responsibilities: <ul> <li>Ability to attract, recruit and retain an effective sales and operations team.</li> <li>Must demonstrate excellent communication skills.</li> <li>Strong relationship building and business partnering skills. </li> <li>Ability to interact effectively with senior management. </li> <li>Ability to work effectively across organizational boundaries. </li> <li>Strong influencing and leadership skills. </li> <li>Self-motivated and proactive, with the ability to balance multiple priorities. </li> <li>Ability to balance business and corporate perspectives. </li> <li>Sound business judgment and acumen. </li> <li>Proven track record of coaching and improving performance in others</li> <li>Proven ability to drive integration across solutions and drive results through superior delivery and sales management</li> <li>Proactively builds trusted relationships with key partners/clients</li> <li>Ability to be a change agent and work in a fast paced environment</li> <li>Communicates strategic business plans and tactical sales goals clearly and effectively at all levels</li> <li>3+ years industry experience with a leading firm </li> <li>5+ years of demonstrated experience with sales and building, leading, managing and coaching a team</li> <li>Series 7 &amp; 66 (63 and 65) required and Series 9 &amp; 10 or (4, 24, 53 combination).If Series 9 &amp; 10 not currently held, must be obtained within 120 days.</li> <li>Travel required: Will vary depending on geography</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Market Leader - Advisor Development Program

Job TitleSpatial Data ManagerJob Description SummaryThe role of the Spatial Data Manager (SDM) will be responsible for day-to-day functionality of the client’s Space Management tool including data integrity of CAD floor plans, occupant data and reporting (regular or ad hoc) for a client portfolio or set of buildings.Job DescriptionPrinciple Responsibilities• Contribute subject matter expertise in the areas of spatial data management, CAD / CAFM administration, space and occupancy data analytics and space utilization measurement.• Ensure compliance of client space data standards, establish a consistent data governance model.• Provide vital linkage between space management platform and industry best practices; introduce innovation to the account team/client.• Hold expertise in CAD/CAFM and the methodologies and calculations used to generate and analyze allocation deliverables.• Provide support as necessary to peer teams as it relates to space, occupancy and / or utilization data.• Contribute to data governance process - control of input sources and data consistency• Contribute to data confidence - control of data measurement standards and KPI’s• Establish core program standards for global space naming conventions, allocation model application, drawing standards and reporting standards• Establish working relationships and guides the development of roles and responsibilities with partners• Establish governance program/process and data quality assurance reporting for global consistency of portfolio space and occupancy data• Proactively monitor the execution of the client space allocation model and delivery of reporting in accordance with client space allocation process• Serves as SPOC and global system administrator for client space data management system, enforcing user controls and system continuity• Enable all system integration efforts with the CAFM system to further enhance the availability and quality of spatial and occupancy data• Recommend process improvements and performance enhancements in the use of the client space data management system• Provides space data management system training for system users• Responsible for guiding and reviewing recommendations to enhance operational efficiency, service delivery, cost savings, and innovative service advancements for all functional areas• Coach the space team leadership in effective space planning and FF&amp;E solution development, ensuring compliance with established process workflows and consistent service delivery for all project typesRequirements• BA/BS degree or equivalent combination of education, training and experience in Architectural Technology, Space Planning, Space Data Management, Data Analytics or Occupancy Planning• 4 to 8 years experience in a corporate real estate environment• Proficient in MS Office Suite software applications• Proficient with AutoCAD• Experience with CAFM systems preferred• Experience with Serraview preferred• Demonstrates proficiency in architectural and engineering drawings, concepts &amp; design• Excellent customer service and interpersonal relationship skills• Ability to work independently and as part of a team• Able to build strong relationships with internal and external partners to deliver effective services• Strong oral, written and presentation skills• Assumes ownership of requests in order to ensure successful completion• Strong attention to detail and quality with ability to handle concurrent projects with minimal supervision and direction#LI-Remote#Remote Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $81,600.00 - $96,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Spatial Data Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Sarasota/Naples Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Mount Dora Financial Center

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Tampa Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Madrid Square Financial Solutions Advisor Trainee:  Financial Center - Saint Petersburg, FL

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>The Business Banking Relationship Manager is an outside sales role and will require the incumbent to be in the field at least 80% of the time</li> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Bachelor’s degree desired but not required</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Manager - East Central Florida

CompanyCox Communications, Inc.Job Family GroupEngineering / Product DevelopmentJob ProfileLead Cloud EngineerManagement LevelManager - Non People Leader Flexible Work Option Can work remotely anywhere in the specified countryTravel %NoWork ShiftDayCompensationCompensation includes a base salary of $119,600.00 - $199,400.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.Job DescriptionAt RapidScale, exceptional technology is powered by exceptional people. As a growing leader in secure, reliable managed cloud solutions, we help SMBs and enterprises alike simplify IT and unleash innovation. With a broad portfolio spanning AWS, Azure and Google to a full set of Private Cloud and Cybersecurity solutions, RapidScale helps companies turn technology into their biggest competitive advantage. As part of the Cox family of companies, we offer best-in-class benefits, a commitment to work-life balance, and an award-winning workplace experience. Job Summary: We are seeking a highly skilled Conversational Agent (DialogFlow CX) Engineer to be a foundational member to join our AI for CX team. You will be responsible for designing, developing, testing, and implementing cutting-edge conversational AI solutions using Google Cloud's Conversational Agents (DialogFlow CX) platform and its integrated generative AI capabilities (leveraging Vertex AI). This role requires a deep understanding of DialogFlow CX, conversational design principles (for both deterministic and generative interactions), NLU tuning, prompt engineering, and integrating these solutions with telephony systems (like AudioCodes LiveHub) and client backend applications. Duties and Responsibilities: (Essential Duties include but are not limited to):<ul> <li>Design, develop, test, and implement end-to-end Virtual Agent solutions using Google Conversational Agents (DialogFlow CX), including deterministic flows and generative features (Playbooks, Data Stores).</li> <li>Collaborate with clients and internal teams during discovery and design phases to define requirements, user journeys, and conversational flows (voice and chat).</li> <li>Configure and tune all aspects of DialogFlow CX agents: Flows, Pages, Intents, Entities, State Handlers, Parameters, Webhooks, etc.</li> <li>Design, configure, and optimize generative components: craft effective prompts and instructions for Playbooks/Generators; configure and manage Data Stores (using Vertex AI Search and Conversation) for Retrieval-Augmented Generation (RAG); implement API Tools.</li> <li>Develop and manage integrations between DialogFlow CX and other systems using APIs, webhooks, and Google Cloud Functions (or similar integration tools like n8n).</li> <li>Integrate Virtual Agents with 3rd party telephony systems, specifically configuring and leveraging AudioCodes LiveHub features where applicable.</li> <li>Define and implement automated testing strategies within DialogFlow CX; execute comprehensive test plans covering functional, NLU, integration, and generative AI aspects (quality, safety, grounding).</li> <li>Analyze agent performance data, conversation logs, and test results to identify areas for improvement and perform iterative optimization.</li> <li>Configure basic monitoring and alerting for deployed agents using Google Cloud Operations Suite.</li> <li>Manage agent versions and deployments across different environments (Dev, QA, UAT, Prod).</li> <li>Stay current on Google Conversational Agents (DialogFlow CX), relevant Vertex AI updates, and conversational AI best practices.</li> <li>Collaborate closely with Project Managers, clients, SMEs, and external partners to ensure successful project delivery.</li> <li>Create and maintain technical documentation (design specs, configuration guides).</li> </ul> Technical Skill RequirementsQualifications:<ul> <li> Conversational Agents (DialogFlow CX) Expertise: Deep, hands-on experience designing, building, testing, and deploying complex, large-scale voice and chat virtual agents using DialogFlow CX. Proven ability with all core components (Flows, Pages, Intents, Entities, Fulfillment, Webhooks, Environments, Testing, etc.).</li> <li> Generative AI Integration: Strong understanding and practical experience with configuring and integrating Google's generative AI features within DialogFlow CX, including:<ul> <li>Vertex AI Search and Conversation (for Data Stores / RAG).</li> <li>Playbooks / Generators and prompt engineering techniques.</li> <li>Implementing and testing API Tools.</li> <li>Understanding of underlying models (like Gemini) and responsible AI principles.</li> </ul> </li> <li> Conversational Design &amp; NLU: Strong understanding of conversation design principles for both deterministic and generative interactions, intent classification, entity extraction, and NLU tuning best practices.</li> <li> Integration Skills: Proven experience integrating DialogFlow CX with external systems using REST/JSON APIs, webhooks. Experience developing or scripting integrations (e.g., using Google Cloud Functions).</li> <li> Development Skills: Proficiency in Python is highly desirable for building integrations (webhooks, Cloud Functions, 3rd party tools). Familiarity with other scripting languages a benefit.</li> <li> Google Cloud Platform: Working knowledge of relevant GCP services like Cloud Functions, IAM, Cloud Logging/Monitoring, Firestore/BigQuery, Google Cloud Storage.</li> <li> Communication &amp; Collaboration: Excellent written/verbal communication, strong interpersonal skills, ability to explain technical concepts clearly, and work effectively in a team and with clients.</li> <li> Problem-Solving: Strong analytical and troubleshooting skills to diagnose and resolve issues in complex conversational flows and integrations.</li> </ul>Preferred Skills:<ul> <li>Experience configuring or integrating with AudioCodes LiveHub or similar SIP/telephony gateway solutions.</li> <li>Experience with workflow automation tools for integration setup and management (e.g., n8n). </li> <li>Experience with Google cloud data visualization/reporting tools (e.g., Looker).</li> <li>Experience integrating DialogFlow CX with third-party CCaaS platforms (e.g., Genesys Cloud, RingCX, Avaya) using native connectors or APIs. </li> <li>Familiarity with other Conversational AI platforms (e.g., Amazon Lex, Microsoft Bot Framework). </li> <li>Relevant Google Cloud certifications (e.g., Professional Cloud Architect, Professional Data Engineer, Professional Machine Learning Engineer)</li> </ul> Educational &amp; Skills Requirements:<ul> <li>5+ years of demonstrable experience developing complex Dialogflow CX Virtual Agents (Voice and Chat), including delivering agents with both deterministic and generative capabilities.</li> <li>Bachelor’s degree in a related discipline and 6 years’ experience in a related field. The right candidate could also have a different combination, such as a master’s degree and 4 years’ experience; a Ph.D. and 1 year of experience; or 10 years’ experience in a related field.</li> <li>Strong analytical and problem-solving skills.</li> <li>Require limited supervision and direction; drive results and set priorities independently. </li> <li>Ability to work on a 24x7 on-call rotation schedule. </li> <li>Flexible work hours</li> </ul> BenefitsThe Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Cox Communications is all about creating moments of real human connection; and for employees, that’s true both in the workplace and in the problems we solve for customers. From building advertising solutions to unleashing IoT technologies to creating an exceptional experience for customers in our retail locations and online, we’re creating a world that is smarter and more connected. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>Application Deadline: 06/30/2025

Cox Communications

Lead Cloud Engineer, Google Conversational Agents - DialogFlow CX (RapidScale)

The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members at more than 1,300 health and wellness offices across 48 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and AZPetVet. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale.As a reflection of our current needs and planned growth we are very pleased to offer a new opportunity to join our dedicated team as Division Director of Implant Support (DDIS) for Aspen Dental. Initially focused on implants and ultimately expanding to a focus on ortho, specialty, dentures, crown and bridge, restorative, digital workflow, etc. the DDIS acts as a subject matter expert with category product support. The DDIS also: Acts as a business partner to owners as we expand category lines and services, Educates office team members on the benefits of various products and services as outlined in the treatment plans, and Acts as a bridge between TAG, owners, and supplier partners to help drive solutions and services to patients.Responsibilities<ul> <li>Creates annual business category strategic execution plans based on overall company annual strategic direction. Engages and enrolls field leadership through communication, education and continuous follow up.</li> <li>Develops and executes on division growth plans (quarterly and annually) to support business category opportunities and forecast expectations.</li> <li>Analyzes division customer trends and plans and executes on activities to achieve sales goals. Partners with owners, office staff, and division leaders to achieve desired results.</li> <li>Informs business category strategic direction and marketing plans by providing feedback on product effectiveness, opportunities, and patient needs and reactions.</li> <li>Communicates any business category product issues, loss or potential loss of key patients, or competitive sales strategies that negatively or positively affect division growth plans.</li> <li>Studies and stays informed on business category products, technologies, clinical studies, competitive activity, and other general information of interest to Aspen or our patients. Applies this knowledge to strategies and tactics to generate business line growth.</li> <li>Regularly educates owners, office staff, and division leaders on business category products, innovation, and sales opportunities to drive full engagement to achieve desired results.</li> <li>Monitors business category performance, rewards high performing teams and creates improvement plans for teams with opportunity. Executes on centrally planned division contests and incentives.</li> <li>Continuously fosters relationships with business category suppliers, remaining up-to-date on product features, benefits, and opportunities.</li> <li>Advises owners on business category opportunities and applications related to patient treatment plans. Identifies growth drivers and consults office staff on how to identify and capitalize on opportunities.</li> <li>Coaches and develops field leadership and office staff to improve performance and capability, partners with Regional Managers to resolve performance issues, provides positive feedback, coaches Regional Managers to take corrective action when needed.</li> </ul>Minimum Education and Experience<ul> <li>Bachelor’s degree preferred.</li> <li>5+ years of industry experience – e.g., dental supply sales, orthodontics, lab, implants.</li> <li>Demonstrated ability to manage multiple projects, product lines, or areas of a business, resulting in financial growth.</li> <li>Excellent communication skills – written and verbal.</li> <li>Strong business acumen, data insights, and sales planning experiences.</li> <li>Ability to travel within assigned division 80%.</li> </ul>This role will cover South Florida (Tampa - Melbourne, then south), we are seeking someone who lives in this geography. <ul> <li>Annual pay range: $75,000 - $80,000, plus opportunity for a quarterly bonus incentives.</li> <li>A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match.</li> <li>If you are an applicant residing in California, please view our privacy policy here: <a href="https://careers.aspendental.com/us/en/tag-privacy-policy-for-california-employees" target="_blank">https://careers.aspendental.com/us/en/tag-privacy-policy-for-california-employees</a> </li> </ul><a href="https://careers.aspendental.com/us/en/tag-privacy-policy-for-california-employees" target="_blank">View CA Privacy Policy</a>

Aspen Dental Management Inc.

Division Director of Implant Support

The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members with close to 1,500 health and wellness offices across 48 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and Lovet Pet Health Care. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale.​As a reflection of our current needs and planned growth we are very pleased to offer a new opportunity to join our dedicated team as Aspen Consult Technique Sales Coach for our Fort Myers and Naples locations in Florida.The Aspen Consult Technique (ACT) Sales Coach will be responsible for the ongoing development, coaching, and motivation of Office Managers and Operations Leaders as it relates to the consult process and sales throughout their designated territory. This individual will work closely with their aligned Regional Manager and Territory Director to identify locations and topics of focus, implement targeted coaching to address areas of opportunity, and drive sales performance across Aspen’s core service lines. Additionally, the ACT coach will drive performance by supporting and partnering with clinicians throughout the network, coaching on patient education, treatment plan presentation, and other topics of strategic value.ACT coaches are responsible for coaching and modeling successful sales techniques through compelling interactions that result in maximizing Operations Manager and Operations Leader effectiveness and driving treatment plan acceptance, treatment plan value, and a positive patient experience in their designated territory.Essential Responsibilities<ul> <li>Develops Operations Managers/Leaders by orienting to sales process, building coaching plans, providing strategic resources and assistance, and conducting effective in-field visits.</li> <li>Determines coaching needs by monitoring KPIs, traveling in-territory, observing consults, and conferring with Regional Manager and Territory Director as a strategic partner.</li> <li>Delivers targeted coaching to doctors and OMs designed to drive results and address specific areas of opportunity for individual personnel within territory.</li> <li>Reviews recorded consults weekly and provides formal feedback to Doctors and OMs.</li> <li>Iterates on approach and technique and shares best practices with peers to grow holistic program effectiveness.</li> <li>Develops personal skill set by completing training and continuing education as needed.</li> </ul>Requirements/Qualifications<ul> <li>Bachelor’s degree preferred.</li> <li>5+ years of previous sales or training experience, preferably in dental industry.</li> <li>Ability to influence performance without a direct reporting relationship.</li> <li>Ability to demonstrate and teach sales process, deliver targeted and pertinent coaching.</li> <li>Aptitude for training, performance management, giving feedback, and motivating others.</li> <li>The ability to conduct up to 20% travel within Fort Myers and Naples, Florida area.</li> </ul> <ul> <li>Annual pay range: $65,000 - 90,000, plus additional monthly bonus opportunity (Actual pay may vary based on experience, performance, and qualifications.)</li> <li>A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match.</li> <li>If you are an applicant residing in California, please view our privacy policy here: <a href="https://careers.aspendental.com/us/en/tag-privacy-policy-for-california-employees" target="_blank">https://careers.aspendental.com/us/en/tag-privacy-policy-for-california-employees</a> </li> </ul><a href="https://careers.aspendental.com/us/en/tag-privacy-policy-for-california-employees" target="_blank">View CA Privacy Policy</a>

35 Jobs in St. Petersburg, FL, USA