Top 1657 Manager, grants Jobs in Venice, Fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Commercial Service Manager —Commercial HVAC (Chillers/VRF/DX)
Confidential —Sarasota, FL
- $85,000 - $110,000 a year
- Full-time
- Background check
- Management
- Customer service
- Disability insurance
- Health insurance
Quick Apply
2d
ASSISTANT COMMUNITY ASSOCIATION MANAGER
CITIZENS MANAGEMENT SERVICES, INC. —Sarasota, FL
- Full-time
- Ability to walk for extended periods
- Writing skills
- Mid-level
Quick Apply
ASSISTANT MANAGER
Matter Brothers Furniture —Sarasota, FL
- Full-time
- Mid-level
- 3 years
- Continuous improvement
- Health insurance
- Dental insurance
Quick Apply
4d
Resort Manager- CBC
Lemonjuice Solutions —Sarasota, FL
- From $75,000 a year
- Weekends as needed
- Background check
- 6 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Clinic Manager
Advanced Orthopedic Center —Port Charlotte, FL
- $64,881 - $72,500 a year
- Full-time
- OSHA
- HIPAA
- Clinic experience
- Health insurance
- Dental insurance
Quick Apply
6d
Assistant Property Manager
CitySide Apartments —Sarasota, FL
- $50,000 - $60,000 a year
- Full-time
- Management
- Writing skills
- Research
Quick Apply
Account Manager - Military/Aerospace
Confidential —Sarasota, FL
- From $1 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Medical Office Manager
University Orthopedic Care —Bradenton, FL
- $26 - $29 an hour
- Full-time
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Marketplace Manager
DutchCrafters —Sarasota, FL
- $70,000 - $73,400 a year
- Full-time
- Hybrid work
- Marketing
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
9d
Special Education Teacher
The Haven —Sarasota, FL
- $40,000 - $50,000 a year
- Full-time
- Background check
- Classroom
- Experience working with individuals with developmental disabilities
- Health insurance
- Dental insurance
Quick Apply
Medical Lead Veterinarian
Englewood Animal Health Center —Englewood, FL
- $130,000 - $190,000 a year
- Full-time
- Microsoft Outlook
- Recruiting
- Senior level
- Paid parental leave
- Disability insurance
Quick Apply
Commercial Relationship Manager
BayFirst National Bank —Sarasota, FL
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Practice Manager
Confidential —Venice, FL
- Full-time
- Dental office
- OSHA
- HIPAA
- Continuing education credits
- Health savings account
Quick Apply
On-Call Client Advocate/PRN Geriatric Care Manager—Sarasota Office
Take Care Home Health —Sarasota, FL
- Part-time
- Background check
- Nursing
- Patient monitoring
Quick Apply
Body Shop Estimator/Assistant Manager
Bella Nissan of Venice —Venice, FL
- $55,722.17 - $78,000.00 a year
- Full-time
- Mechanic experience
- Mid-level
- In-person
Quick Apply
Estimator/Project Manager
Arrow Plumbing Services, LLC —Sarasota, FL
- From $80,000 a year
- Full-time
- 5 years
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
Restaurant Manager - Private Country Club
Heritage Oaks Golf & Country Club —Sarasota, FL
- $60,000 a year
- Weekends as needed
- Background check
- Bar
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Advertising and Promotions Planning Manager
Seatmatch —Florida
- $80,000 - $110,000 a year
- Full-time
- Remote
- Background check
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Veterinarian - Cats Only
Cat Depot —Sarasota, FL
- 8 hour shift
- Background check
- Mid-level
- Surgery
- Relocation assistance
- Health insurance
Quick Apply

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manager, grants jobs near venice, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, FL

Quick Apply

Job Details

Full-time

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

Employee relationship building
Series 7
FINRA License

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, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

· Input orders at the direction of the Financial Advisor(s)

· Onboard new client accounts, which includes the collection of required documentation and client information

· Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

· Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· Proactively prepare financial reports, spreadsheets and other materials for client meetings

· Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

· Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues

· Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

· Bachelor’s Degree in Business or in related field is preferred

· Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial

· Active FINRA Series 7 and 66 (or 63 and 65) licenses required

· Highly detail-oriented with superior organizational skills and ability to prioritize tasks

· Follow-up to ensure resolution and completion of tasks

· Provide a high level of customer service in a calm, courteous and professional manner.

· Establish and maintain effective working relationships at all levels of the organization.

· Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems

· Team player with the ability to collaborate with others

· Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Job Type: Full-time

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

Work Location: In person

Quick Apply

Refine Your Search

manager, grants jobs in venice, fl

Registered Client Administrative Manager

Commercial Service Manager —Commercial HVAC (Chillers/VRF/DX)

ASSISTANT COMMUNITY ASSOCIATION MANAGER

ASSISTANT MANAGER

Resort Manager- CBC

Clinic Manager

Assistant Property Manager

Account Manager - Military/Aerospace

Medical Office Manager

Marketplace Manager

Special Education Teacher

Medical Lead Veterinarian

Commercial Relationship Manager

Practice Manager

On-Call Client Advocate/PRN Geriatric Care Manager—Sarasota Office

Body Shop Estimator/Assistant Manager

Estimator/Project Manager

Restaurant Manager - Private Country Club

Advertising and Promotions Planning Manager

Veterinarian - Cats Only

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