Top 268198 Client Partner Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Grants Administrator
YWCA Missoula —Missoula, MT
- $70,000 - $75,000 a year
- Weekends as needed
- Background check
- Management
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Managing Broker
Eldon Homes —Stoughton, WI
- $80,000 - $120,000 a year
- Contract
- Hybrid work
- Driver's License
- Supervising experience
- Organizational skills
- Flexible schedule
Quick Apply
10d
Director of System of Care (DSOC) Adult & Older Adult
The Hume Center —Concord, CA
- $166,000 - $192,000 a year
- Weekends as needed
- Background check
- Spanish
- Doctoral degree
- Paid holidays
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Director of Marketing & Communications
Envision Technology, LLC —Manchester, NH
- Full-time
- Background check
- Microsoft Excel
- Marketing
- Health savings account
- Health insurance
Quick Apply
Already Licensed? Close More Deals Without Buying Zillow Leads. ⭐⭐⭐⭐⭐
Ethereal & Ballou Real Estate Group —San Jose, CA
- $100,000 - $600,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Flexible schedule
Quick Apply
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Managing Partner - Mortgage Division
Renegade Financial —Helena, MT
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Residential
- Mentoring
Quick Apply
401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Lead Clinical Supervisor - Night Shift, CDF
DESC —Seattle, WA
- $97,701.60 - $110,540.40 a year
- Full-time
- LMFT
- Spanish
- Addiction Medicine
- Disability insurance
- Health insurance
Quick Apply
Director of Business Development
Naylor LLC —Schaumburg, IL
- Full-time
- Hybrid work
- 6 years
- Senior level
- Communication skills
Quick Apply
Energy Services Advisor (Business Development/Account Management)
Competitive Energy Services —Portland, ME
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
10d
Fast Track to Partner
New York Life Insurance Company & NYLIFE Securitiess, LLC. —New York, NY
- $70,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Math
- Health savings account
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
6d
Program Manager (Industrial Design)
Denken Solutions, Inc. —Foster City, MI
- $70 an hour
- Hybrid work
- Mid-level
- Office
- 4 years
Quick Apply
Real Estate - Broker in Charge
Confidential —Raleigh, NC
- $25,000 - $80,000 a year
- Full-time
- Customer service
- Office
- Administrative experience
Quick Apply
Director of Customer Success
Confidential —Lancaster, PA
- $110,000 - $115,000 a year
- Full-time
- In-person
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

I want to receive the latest job alert for Client Partner

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Client Partner jobs

Trader

Grants Administrator

Managing Broker

Director of System of Care (DSOC) Adult & Older Adult

Registered Client Administrative Manager

Director of Marketing & Communications

Already Licensed? Close More Deals Without Buying Zillow Leads. ⭐⭐⭐⭐⭐

Financial Planning Associate

Managing Partner - Mortgage Division

401(k) Specialist

Lead Clinical Supervisor - Night Shift, CDF

Director of Business Development

Energy Services Advisor (Business Development/Account Management)

Fast Track to Partner

Registered Client Administrative Manager

Wealth Manager

Program Manager (Industrial Design)

Real Estate - Broker in Charge

Director of Customer Success

Registered Client Administrative Manager

I want to receive the latest job alert for Client Partner

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected