Top 1727 Strategy manager Jobs in Boca Raton Fl

Brokerage & Advisory Manager
Concorde Investment Services —Boca Raton, FL
- $100,000 - $130,000 a year
- Full-time
- Office
- Team management
- Recruiting
- Health savings account
- Health insurance
Quick Apply
Automotive Sales Manager Earn Big and Grow Your Career
Confidential —Palm Beach County, FL
- $90,000 - $180,000 a year
- Full-time
- Dealership
- Inventory management
- Customer service
- Paid training
- Disability insurance
Quick Apply
Branch Manager
Jellyfish Lighting —Fort Lauderdale, FL
- $80,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Branch Manager
Bobcat | GDN —Pompano Beach, FL
- Full-time
- Computer literacy
- Mid-level
- 3 years
- Paid training
- Paid holidays
Quick Apply
8d
Branch Manager
Skyworks LLC —Fort Lauderdale, FL
- Full-time
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Airport Program Manager (Program Manager I)
City of Fort Lauderdale —Fort Lauderdale, FL
- $85,379.21 - $132,344.16 a year
- Online Application
- Background check
- Pass drug screening
- No experience needed
- Disability insurance
- Health insurance
1d
Organizational Change Management (OCM) Lead - US Based
Broadpin —Fort Lauderdale, FL
- $140,000 - $150,000 a year
- Full-time
- Remote
- Senior level
- Health savings account
- Health insurance
Quick Apply
Senior Program Manager - Payment Operations - Healthcare
Chewy —Plantation, FL
- $118,500 - $207,000 a year
- Full-time
- Finance
- 8 years
- Analysis skills
- Paid holidays
- Health insurance
21h
Sr Program Manager
Chewy —Plantation, FL
- $129,500 - $207,000 a year
- Full-time
- 6 years
- Research
- SQL
- Paid holidays
- Health insurance
Manager, Operational Excellence (Remote)
North American Partners in Anesthesia —Sunrise, FL
- Full-time
- Remote
- Mid-level
- 3 years
- SQL
- Health savings account
- AD&D insurance
Senior Manager, Content Strategy
Boston Proper —Boca Raton, FL
- Full-time
- Hybrid work
- 5 years
- Office
- Mentoring
- Store discount
- AD&D insurance
Quick Apply
Program Manager, Customer Experience (WOW Programs)
Chewy —Plantation, FL
- $86,500 - $138,500 a year
- Full-time
- 5 years
- Travel
- Senior level
- Paid holidays
- Health insurance
10d
Station Manager - Boca Station
Brightline Trains —Boca Raton, FL
- Weekends as needed
- Microsoft Excel
- Mid-level
- Office
Quick Apply
7d
Manager, Creative Strategy
Brainlabs —Boca Raton, FL
- $75,000 - $105,000 a year
- Full-time
- Google Workspace
- Microsoft Outlook
- Marketing
2d
General Manager - Bora Sports Franchise
Fort Lauderdale Falcons Bora Club —Fort Lauderdale, FL
- $158,000 - $12,000,000 a year
- Contract
- Analysis skills
- In-person
- Senior level
- Flexible schedule
Quick Apply
9d
Regional Manager - Florida
Palm Bay International —Boca Raton, FL
- $175,000 - $200,000 a year
- Full-time
- 5 years
- Writing skills
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
7d
Sr. Manager – Grants Management (Gov't Sector Services Practice)
EisnerAmper LLP —Fort Lauderdale, FL
- $115,000 - $165,000 a year
- Extended hours
- Hybrid work
- Microsoft Excel
- 5 years
- Finance
Delivery Manager
FJA-US Inc. —Boca Raton, FL
- $116,000 - $165,000 a year
- Full-time
- Hybrid work
- Background check
- Azure
- 5 years
- Paid holidays
- Health insurance
General Manager 5 - Food
Sodexo —Deerfield Beach, FL
- $100,130 - $129,580 a year
- Full-time
- 5 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Sr. Communications Manager - Science Media Relations
American Heart Association —Palm Beach, FL
- $86,000 - $102,000 a year
- Full-time
- Remote
- Microsoft Excel
- 3 years
- Supervising experience
- Wellness program
- Paid holidays
2d

I want to receive the latest job alert for strategy manager in boca raton fl

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

Explore jobs in more locations

strategy manager jobs near boca raton fl

Brokerage & Advisory Manager

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$100,000 - $130,000 a year

Benefits

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

Qualifications

Investment firm experience
Trade execution in financial markets
Financial transaction processing
Securities & Exchange Commission
Regulatory compliance
Series 66
Series 7
Team development
Securities law compliance support experience
Team management
Vendor communication
Series 24
Securities law
FINRA License
Process improvement planning
Business operations
Experience at securities companies

Full Job Description

Overview
This role is responsible for leading and overseeing all brokerage and advisory operations functions across the firm. This role reports directly to the President & CEO during an initial phase of operational transition and infrastructure buildout.

This individual will lead the Brokerage and Advisory Operations teams while also playing a key role in stabilizing, scaling, and modernizing the firm’s operational framework. The position requires a hands-on leader who can drive day-to-day execution, build structure and accountability, and implement process improvements that support advisor growth and firm-wide efficiency.

Location & Work Structure

This position is based in Boca Raton, Florida. The role will begin remotely and transition to regular in-office collaboration once the office is operational. Candidates must be located in or willing to relocate to the Boca Raton area.

Roles and Responsibilities

Leadership & Team Management

Lead, develop, and manage the Brokerage and Advisory Operations teams, including hiring, training, coaching, and performance management
Conduct quarterly and annual performance reviews and establish clear accountability standards
Build a scalable team structure aligned with firm growth and operational demands
Foster a high-performance, service-oriented culture across the operations function

Brokerage & Advisory Operations Oversight

Oversee day-to-day brokerage and advisory operations, including trading, cashiering, account maintenance, and asset movement across all custodians
Supervise trade execution, allocation, and review across equities, fixed income, mutual funds, alternatives, and advisory platforms
Review trade blotters, exception reports, and activity reports across Pershing, Schwab, RBC, and external RIAs
Monitor margin activity and ensure timely communication and resolution with representatives
Oversee alternative investment processing, ensuring accuracy and timeliness at each stage
Ensure proper handling of trade errors, rejects, and documentation for audit and regulatory purposes

Advisor & Branch Support

Serve as a key escalation point for advisors and internal teams on trading, account, and operational issues
Support onboarding of new advisors, including training on custodial platforms and operational workflows
Assist advisors in navigating Pershing NetX360, Schwab Advisor Center, RBC Nexus, Envestnet, and related systems
Partner with advisors to resolve complex operational issues, including transfers, margin, and account servicing

Process Improvement & Strategy

Identify and implement process improvements to increase efficiency, reduce risk, and enhance advisor experience
Evaluate current workflows and systems to streamline operations and reduce manual processes
Partner with senior leadership to align operations with broader firm strategy, including growth and advisor recruiting initiatives
Reduce operational inefficiencies, including minimizing house account volume and improving processing timelines

Risk Management & Compliance Support

Ensure adherence to SEC, FINRA, and state regulatory requirements across all operational functions
Review and monitor exception reports for best execution, trading activity, and compliance risks
Partner with Compliance and Supervision teams to support audits, branch exams, and regulatory inquiries
Maintain accurate records and documentation to support internal and external audits

Reporting & Collaboration

Provide regular reporting on trading activity, volumes, and operational metrics to senior leadership
Collaborate closely with the COO, CCO, Finance and Technology teams
Support firm initiatives related to technology, platform enhancements, and operational infrastructure

Abilities and Experience Required

Extensive experience in brokerage and advisory operations within a broker-dealer and/or RIA environment
Strong working knowledge of Pershing, Schwab, and RBC platforms
Experience with Envestnet and advisory billing platforms preferred
Deep understanding of brokerage operations including trading, cashiering, account onboarding, and transfers
Strong knowledge of SEC, FINRA, and state regulatory requirements
Proven leadership experience managing and developing high-performing teams
Ability to prioritize and execute in a fast-paced, high-volume environment
Strong problem-solving skills with a focus on process improvement and efficiency
Ability to communicate effectively with advisors, vendors, and internal stakeholders
High level of accountability, ownership, and attention to detail

Minimum Licensing and Requirements

FINRA Series 7, 24, and 66 (required)

Compensation & Benefits

Competitive base salary plus performance-based incentives
401(k) with company match
Health, dental, and vision insurance
Flexible spending and health savings accounts
Paid time off and employee assistance programs

Pay: $100,000.00 - $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

License/Certification:

FINRA Series 24 (Required)
FINRA Series 66 (Required)
FINRA Series 7 (Required)

Work Location: In person

Quick Apply

Refine Your Search

strategy manager jobs in boca raton fl

Brokerage & Advisory Manager

Automotive Sales Manager Earn Big and Grow Your Career

Branch Manager

Branch Manager

Branch Manager

Airport Program Manager (Program Manager I)

Organizational Change Management (OCM) Lead - US Based

Senior Program Manager - Payment Operations - Healthcare

Sr Program Manager

Manager, Operational Excellence (Remote)

Senior Manager, Content Strategy

Program Manager, Customer Experience (WOW Programs)

Station Manager - Boca Station

Manager, Creative Strategy

General Manager - Bora Sports Franchise

Regional Manager - Florida

Sr. Manager – Grants Management (Gov't Sector Services Practice)

Delivery Manager

General Manager 5 - Food

Sr. Communications Manager - Science Media Relations

I want to receive the latest job alert for strategy manager in boca raton fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected