Top 2099 Asset manager Jobs in Fort Lauderdale, 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
Merchandise Manager, Fashion Hair Accessories
Epoca International —Boca Raton, FL
- $75,000 - $85,000 a year
- 8 hour shift
- Hybrid work
- Microsoft Excel
- Writing skills
- Merchandising
- Health savings account
- Relocation assistance
Quick Apply
3d
Junior Creative Designer
Altelix LLC —Boca Raton, FL
- $25 - $30 an hour
- Full-time
- Background check
- Pass drug screening
- No experience needed
- Health insurance
- Dental insurance
Quick Apply
Utilities Infrastructure Systems Manager
City of Pompano Beach —Pompano Beach, FL
- $97,430.53 - $150,802.70 a year
- Extended hours
- Clean driving record
- Engineering
- Maintenance
9d
Residential Property Manager
Gables Residential Services —Boca Raton, FL
- Full-time
- Customer service
- Mid-level
- Residential
- Wellness program
- Paid holidays
Quick Apply
11d
Associate Property Manager - Commercial Real Estate
Berger Commercial Realty —Fort Lauderdale, FL
- 8 hour shift
- Microsoft Outlook
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
Institutional Sales & Relationship Manager
U.S. Bank National Association —Fort Lauderdale, FL
- $99,540 - $121,660 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Portfolio Support Manager
Fairstead ESC LLC —Delray Beach, FL
- $85,000 - $95,000 a year
- Remote
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
9d
General Manager
KW PROPERTY MANAGEMENT & CONSULTING —Fort Lauderdale, FL
- Weekends as needed
- Spanish
- Ability to walk for extended periods
- 5 years
Quick Apply
General Manager (Broward Market)
KW PROPERTY MANAGEMENT & CONSULTING —Fort Lauderdale, FL
- Weekends as needed
- Spanish
- Microsoft Excel
- Ability to walk for extended periods
Quick Apply
Retail - Inventory Manager, Inventory Management (Sawgrass Mills)
Aritzia —Sunrise, FL
- Part-time
- Merchandising
- Mid-level
- Retail management
Property Manager
KW Property Management LLC —Miramar, FL
- $115,000 a year
- Weekends as needed
- Spanish
- Ability to walk for extended periods
- 5 years
Quick Apply
Communications Manager
Current —Aventura, FL
- Full-time
- Remote
- Mid-level
- Communication skills
- Disability insurance
- Health insurance
Sr. Account Manager
Lowe's —Miami, FL
- $70,900 - $118,300 a year
- Full-time
- Construction site
- Mid-level
- 3 years
- Employee stock purchase plan
- Parental leave
3d
Director of Rooms
Renaissance Ft. Lauderdale —Fort Lauderdale, FL
- $80,000 - $90,000 a year
- Full-time
- Hotel
- Bachelor's degree
- Accounting
Community Manager
Fairfield Residential —Fort Lauderdale, FL
- $73,470 - $87,160 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Preconstruction Project Manager
InSite Group —Fort Lauderdale, FL
- Full-time
- Construction site
- Mid-level
- Residential
- Paid holidays
- Health insurance
6d
Portfolio Manager - Mako Hip (Hybrid)
Stryker —Fort Lauderdale, FL
- $89,300 - $148,800 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree
- Health savings account
- AD&D insurance
Multifamily Asset Manager
PRIME GROUP —Hollywood, FL
- Full-time
- Bachelor of Science
- Office
- Residential
Quick Apply
Property Manager
NorthBridge Partners —Fort Lauderdale, FL
- Background check
- Office
- Bachelor's degree
Quick Apply

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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

asset manager jobs in fort lauderdale, fl

Brokerage & Advisory Manager

Merchandise Manager, Fashion Hair Accessories

Junior Creative Designer

Utilities Infrastructure Systems Manager

Residential Property Manager

Associate Property Manager - Commercial Real Estate

Institutional Sales & Relationship Manager

Portfolio Support Manager

General Manager

General Manager (Broward Market)

Retail - Inventory Manager, Inventory Management (Sawgrass Mills)

Property Manager

Communications Manager

Sr. Account Manager

Director of Rooms

Community Manager

Preconstruction Project Manager

Portfolio Manager - Mako Hip (Hybrid)

Multifamily Asset Manager

Property Manager

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