Director Of Client Delivery - Growth & Marketing Practice (External Client-Facing) EisnerAmperDirector Of Client Delivery - Growth & Marketing Practice (External Client-Facing)West Palm Beach, FLOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Reporting directly to the Partner and Practice Lead, you'll oversee the Project Management function while partnering closely with Account Management to ensure strategy, execution, client communication, and delivery remain tightly aligned.
NewGlobal Client Advisor Seacoast National BankGlobal Client Advisorboca raton, FLEnsure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. ESSENTIAL DUTIES AND RESPONSIBILITIES: Support a team of bankers to develop, manage and retain client relationships with a selected group of high-net-worth clients in order to help them grow their book of business through existing and prospective clients.
South Investment Counselor Team Lead Citigroup IncSouth Investment Counselor Team LeadWest Palm Beach, FLIn accordance with goals set by the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients.
Senior Associate, Strategic Initiatives GoodLeap LLC.Senior Associate, Strategic InitiativesWest Palm Beach, FL$132,000–$179,000 / yearEssential Job Duties and Responsibilities: Structure and drive hypothesis-driven analysis of ambiguous, high-priority strategic questions - market sizing, competitive and industry intelligence across fintech and point-of-sale lending, growth strategy, and margin analysis - building financial models and scenario analyses that increase value realization across the enterprise. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Senior Associate, Strategic Initiatives GoodLeapSenior Associate, Strategic InitiativesWest Palm Beach, FL$132,000–$179,000 / yearEssential Job Duties and Responsibilities: Structure and drive hypothesis-driven analysis of ambiguous, high-priority strategic questions - market sizing, competitive and industry intelligence across fintech and point-of-sale lending, growth strategy, and margin analysis - building financial models and scenario analyses that increase value realization across the enterprise. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
Senior Consultant- Cdbg-Dr EisnerAmperSenior Consultant- Cdbg-DrWest Palm Beach, FLRemoteEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). This role is ideal for someone with strong familiarity with the U.S. Department of Housing and Urban Development Community Development Block Grant Disaster Recovery (CDBG-DR) program and a proven track record of supporting complex programs in a compliance or policy-related role.
NewCorporate & Institutional Banking Undergraduate Intern - Real Estate Banking The PNC Financial Services Group IncCorporate & Institutional Banking Undergraduate Intern - Real Estate BankingBoca Raton, FL$18–$35 / hourOpportunities are available throughout PNC's footprint and could include, but not limited to: Atlanta, GA; Boca Raton, FL; Boston, MA; Dallas, TX; Denver, CO; East Brunswick, NJ; Los Angeles, CA; Irvine, CA; New York, NY; San Francisco, CA; New York, NY; San Diego, CA; Houston, TX or Washington, D.C. Learn more about PNC's Internships by visiting www.pnc.jobs/students. Required Education and Experience: Working toward bachelor's degree, preferred business relevant majors (e.g., Real Estate, Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status.
Branch Banking Client Consultant II - Deerfield Beach FL Flagstar Bank NABranch Banking Client Consultant II - Deerfield Beach FLDeerfield Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking Client Consultant II - Boynton Beach FL Flagstar Bank NABranch Banking Client Consultant II - Boynton Beach FLBoynton Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking Client Consultant II Flagstar Bank NABranch Banking Client Consultant IIBoynton Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking Client Consultant II - Licensed Flagstar Bank NABranch Banking Client Consultant II - LicensedDeerfield Beach, FL$18.34–$27.68 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.
Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL Flagstar Bank NABranch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FLDelray Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Banking - Client Consultant II Flagstar Bank NABranch Banking - Client Consultant IIDelray Beach, FL$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Branch Manager PNC BankBranch ManagerLake Worth, FloridaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
U.S. Private Bank - Private Bank Team Lead JPMorgan Chase & CoU.S. Private Bank - Private Bank Team LeadPalm Beach, FLGenerate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Private Bank Team Lead JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Bank Team LeadPalm Beach, FLFull timeGenerate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Branch Manager The PNC Financial Services Group IncBranch ManagerLake Worth, FLPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Financial Advisor - North Palm Beach, FL TD BankFinancial Advisor - North Palm Beach, FLNorth Palm Beach, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Senior RM, C&I Metropolitan Commercial BankSenior RM, C&IWest Palm Beach, FL$170,000–$225,000 / yearMetropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle-market and corporate enterprises, private and public institutions, municipalities, and local government entities. Lead marketing efforts to develop and enhance the Loan portfolio, through developing and maintaining relationships with clients and referral sources; participate in community and industry events to position the Bank as a premier lending institution.
Branch Banking Management Military Apprentice (SAFE) Lake Worth FL Wells Fargo & CoBranch Banking Management Military Apprentice (SAFE) Lake Worth FLLake Worth, FLThey 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. As Branch Banking Management Military Apprentice, you will also have the opportunity to directly meet customer needs by assisting with transactions, as needed, allowing you to serve as a role model to your team in delivering an exceptional customer experience focused on building relationships.
Banking Center Manager First Horizon Corp.Banking Center ManagerPalm Beach, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Senior C&I Lender West Palm Beach, Florida Metropolitan Bank Holding Corp.Senior C&I Lender West Palm Beach, FloridaWest Palm Beach, FL$170,000–$225,000 / yearMetropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle-market and corporate enterprises, private and public institutions, municipalities, and local government entities. Come Work With Us: Metropolitan Commercial Bank ("MCB" or the "Bank") is a New York City-based, full-service commercial bank providing tailored banking solutions to businesses, institutions, and individuals.
Senior RM, C&I Metropolitan Bank Holding Corp.Senior RM, C&IWest Palm Beach, FL$170,000–$225,000 / yearMetropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle-market and corporate enterprises, private and public institutions, municipalities, and local government entities. Come Work With Us: Metropolitan Commercial Bank ("MCB" or the "Bank") is a New York City-based, full-service commercial bank providing tailored banking solutions to businesses, institutions, and individuals.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociatePalm Beach, FLConsult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Senior Lead Technology Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Technology Commercial Banking Relationship ManagerBoca Raton, FL$159,000–$254,000 / yearStrategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions.
Financial Advisor - North Palm Beach, FL The Toronto-Dominion BankFinancial Advisor - North Palm Beach, FLNorth Palm Beach, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Client Service Specialist Miami & West Palm Beach Metropolitan Bank Holding Corp.Client Service Specialist Miami & West Palm BeachWest Palm Beach, FL$65,000–$75,000 / yearEssential Functions and Responsibilities: • Resolve client-based inquiries and concerns (including but not limited to reconciliation of statements, card re-pins, card lock outs, balance inquiries, error corrections, all other customer services issues posed by clients or employees) • Perform clerical duties • Order products & set up services for clients • Assist manager(s) and or Relationship Manager in any operational duties, including external business meetings at client's office • Attend External events and Expo's • Complete other related tasks & projects as directed by management. Knowledge, Skills, and Abilities: • 0-1 years of customer service experience in a bank environment • Strong ability to understand risk • Serve as a liaison between customers and the financial institution • Communicate regularly with clients to build and maintain strong relationships • Document all client interactions and maintain accurate records • Stay updated on bank policies, financial trends, and regulatory requirements • Collaborate with other bank staff to ensure excellent customer service • Flexibility to work branch hours.
Store Manager II- Port Salerno The Toronto-Dominion BankStore Manager II- Port SalernoStuart, FL$91,000–$136,240 / hourDepth & Scope: Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required Manages a medium sized store and team (based on U.S. TD Bank store levelling criteria) Oversees and leads a medium and/or complex and/or Denovo Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results Accountable for achieving both Store and individual performance metrics Ability to manage multiple store locations and/or a diverse and complex customer base, if required Acts as peer mentor to developing store managers Requires deep expert knowledge of the business, banking and bank operations Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps Provides coaching, mentorship and guidance to others within area of expertise Oversees management of team requiring workforce to decision on acceptable level of risk-Moderate to High risk potential (loss/reputational) Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners Originates loan applications, handles Conditions of Lending and conducts loan closings Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience: Undergraduate degree or equivalent experience 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required 4+ years experience of proven business development skills, including ability to conceptualize and implement strategies 4+ years of proven leadership and coaching experience required Small Business and Consumer lending experience required Knowledge of Bank product lines and services as well as an understanding of Store operations and security Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives Strong financial analysis skills Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers Excellent verbal and written communication skills Demonstrated ability to lead and motivate team members Proficient with Microsoft Office suite Notary License (preferred) Customer Accountabilities: Manages the service and advice team promoting a positive customer and colleague experience Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewCorporate & Institutional Banking (C&IB) Development Program Analyst/Associate - PNC Real Estate The PNC Financial Services Group IncCorporate & Institutional Banking (C&IB) Development Program Analyst/Associate - PNC Real EstateBoca Raton, FL$39,100–$126,500 / yearPNC Real Estate Banking is a leading provider of capital and financial services for public and private commercial real estate owners, developers, and investors across the U.S. Our capabilities include acquisition, construction, and permanent financing for all property types for developers and investors as well as traditional banking services such as cash management, interest rate risk management, capital markets solutions, foreign exchange, personal wealth management and institutional investments. Required Education and Experience: Preferred business relevant majors (e.g., Real Estate, Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences).
NewManaging Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Palm Beach, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
NewManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Palm Beach, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
NewManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Palm Beach, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
NewManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Palm Beach, FLOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Banking Center Manager First Horizon CorpBanking Center ManagerPalm Beach, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.