Top 22 Senior wealth Jobs in Venice Fl

Lobby Manager
Northern Trust Corp. —Sarasota, FL
- Full-time
- 5 years
- Mid-level
- Office
Senior Relationship Advisor
Northern Trust Corp. —Sarasota, FL
- Full-time
- 11+ years
- Business development
- Mentoring
9d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Sarasota, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Senior Accountant
Sound Decisions —Venice, FL
- $70,000 - $115,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Quick Apply
Sr. Software Engineer - Florida
Vision Government Solutions Inc —Sarasota, FL
- Full-time
- 7 years
- System design
- SQL
Sr Wealth Advisor-Team Leader
Canandaigua National Bank & Trust Co —Sarasota, FL
- $125,500 - $155,500 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Account Manager, WM Advisory
Northern Trust Corp. —Sarasota, FL
- Full-time
- Mid-level
- Business development
- Continuous improvement
2d
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Sarasota, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Senior Consumer Relationship Banker - South Venice Branch
Regions —Venice, FL
- $49,397.26 - $57,693.50 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
- Health savings account
- Health insurance
Sponsorship Sales Representative (Sarasota Based Only)
MoneyShow —Sarasota, FL
- $60,000 - $90,000 a year
- Full-time
- Google Workspace
- Microsoft Outlook
- Business development
Quick Apply
Tax Manager (Florida)
Mercer Advisors —Sarasota, FL
- $106,000 - $125,000 a year
- Weekends as needed
- CPA
- 5 years
- Research
- Paid parental leave
- Health savings account
Quick Apply
10d
Private Wealth Attorney
Aionios LLC —Sarasota, FL
- $150,000 - $300,000 a year
- Full-time
- 5 years
- Senior level
Quick Apply
Senior Trusts & Estates Attorney
Williams Parker —Sarasota, FL
- Full-time
- Hybrid work
- 8 years
- Analysis skills
- Senior level
- Disability insurance
- Dental insurance
Quick Apply
Field Performance Specialist (USA)
Hendrix Genetics —United States
- Full-time
- 7 years
- Master's degree
- Analysis skills
- On-the-job training
Quick Apply
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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senior wealth jobs near venice fl

Lobby Manager

Northern Trust Corp. -
Sarasota, FL

Apply Now

Job Details

Full-time

Qualifications

Team motivation (leadership skill)

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties :1. Manages a Lobby banking team, servicing clients with a full range of banking products and services. Conducts the performance management process, career development guidance, provides input for hiring and disciplinary actions, and provides hands-on training to staff.

2. Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work.

3. Understands the business model and all products and services and engages appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.

4. Oversees the execution and/or submission of daily client account servicing activities within appropriate time frames, including but not limited to funds transfers, opening and closing accounts, account maintenance, imaging of documents, and researching of client issues. Manager completes client servicing activities as applicable. Serves as primary contact for sensitive clients on a full range of banking services.

5. Proactively communicates and escalates issues with relationship management and National Client Support Services Team Leaders as appropriate to obtain necessary information to properly resolve the request.

6. Fully understands and enforces adherence to all policies, procedures and compliance guidelines to ensure mitigation of risk and promptly escalates any issues and/or concerns to management.

7. Demonstrates expertise and provides direction to banking partners in the day to day operations of a banking office. Monitors and verifies account setup, maintenance and service for accuracy and completeness. Periodically reviews work for accuracy, ensuring that performance adheres to current standards, policies and procedures. Communicates to staff and management errors uncovered or processes in need of improvement.

8. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.

9. Monitoring and completion of daily, monthly, quarterly and annual audits as well as operational activities and reports, such as Aged Overdrafts, Check Referrals, Audit Checklists, Documentation Deficiencies, Office Differences, Limit Violations, etc.

10. Assumes selective administrative assignments; participates and directs project oriented tasks, as directed by unit manager.

11. Liaison for security issues as well as working with external vendors related to office issues (Red Hawk, Diebold, JLL, etc). May also be required to assist vendors and/or consultants with system related issues (Encore, Insight, etc.).

12. Ensure tasks related to BCP and Life Safety are current for the office. (i.e. Call Trees updated, Fire Alarm Testing)

13. May have direct interaction with committees and/or Senior Management

14. Able to serve as a key subject matter expert and mentor to other more junior level employees

15. More technically sound in area of expertise and has broader knowledge of other areas

16. Delivers a work product that requires less revision

17. Able to facilitate discussions and reach decisions

18. Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff

Knowledge :• Knowledge of banking operations, products and services, acquired through related work experience is preferred

Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training

Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow

Ability to think critically and work well independently and as part of a team

Strong verbal and written communication skills

Leadership and organizational skills are required to develop periodic goals and to manage and motivate team members towards the goals set

Experience :• Minimum 5 Years of related experience

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

senior wealth jobs in venice fl

Lobby Manager

Senior Relationship Advisor

Senior Wealth Advisor

Senior Accountant

Sr. Software Engineer - Florida

Sr Wealth Advisor-Team Leader

Account Manager, WM Advisory

Senior Relationship Strategist - PNC Private Bank

Senior Consumer Relationship Banker - South Venice Branch

Sponsorship Sales Representative (Sarasota Based Only)

Tax Manager (Florida)

Private Wealth Attorney

Senior Trusts & Estates Attorney

Field Performance Specialist (USA)

Workplace Planning Consultant

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