Top 84 Finance manager Jobs in Jacksonville, Fl

Client Manager, Retirement Plans - The Baldwin Financial Services
The Baldwin Group —Jacksonville, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Finance Supervisor
Kids First of Florida —Orange Park, FL
- $50,000 - $65,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Area Sales Manager – Non-Prime Auto Finance
Strike Acceptance —Jacksonville, FL
- $70,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
7d
Finance & Insurance Manager
Jenkins Genesis of NE Jacksonville —Jacksonville, FL
- $120,000 - $250,000 a year
- Full-time
- Dealership
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Finance Manager, FP&A
One Call Medical Inc —Jacksonville, FL
- $66,100 - $109,100 a year
- Full-time
- CPA
- Bachelor of Science
- Mid-level
1d
Sr. Mgr, Operations Finance
Fanatics Retail Group Fulfillment, LLC —Jacksonville, FL
- Full-time
- CPA
- ERP systems
- Office
Quick Apply
FINANCE MANAGER
Hanania Automotive Group —Jacksonville, FL
- Full-time
- Dealership
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Regional Finance Director Florida – Asbury Automotive Group
Asbury —Jacksonville, FL
- Full-time
- Microsoft Outlook
- Dealership
- Recruiting
- Paid training
- Paid holidays
Quick Apply
Automotive Toyota Dealership Finance & Insurance Manager
Arlington Toyota —Jacksonville, FL
- From $300,000 a year
- Full-time
- Dealership
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
FINANCE MANAGER- Infiniti
HANANIA INFINITI OF ORANGE PARK —Jacksonville, FL
- Dealership
- Customer service
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Automotive Finance Manager - Coggin Toyota at The Avenues
Asbury —Jacksonville, FL
- Full-time
- 18 years or older
- Microsoft Outlook
- Dealership
- Paid training
- Paid parental leave
Quick Apply
7d
Finance Manager
Stellar Energy Americas Inc —Jacksonville, FL
- Full-time
- Management
- Ability to walk for extended periods
- 5 years
- Health savings account
- AD&D insurance
Quick Apply
FINANCE MANAGER- Genesis
HYUNDAI OF ORANGE PARK —Jacksonville, FL
- Dealership
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
FINANCE MANAGER
0LL58 - HANANIA AUTOMOTIVE MANAGEMENT CORP —Jacksonville, FL
- Dealership
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Tax Manager
Financial Solution Advisors CPA, LLC —Jacksonville, FL
- $100,000 - $130,000 a year
- Full-time
- Management
- CPA
- 5 years
- Continuing education credits
- Health savings account
Quick Apply
Manager, FP&A & Finance Analytics
KLS MARTIN LP —Jacksonville, FL
- Full-time
- Writing skills
- Basic math
- Public speaking
- Paid parental leave
- Parental leave
Automotive Finance Manager -Bentley - Maserati Jacksonville!
Murgado Automotive Group —Jacksonville, FL
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Automotive Finance Manager - Bentley Maserati Jacksonville!!
Murgado Automotive Group —Jacksonville, FL
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Finance Manager
The Episcopal Diocese of Florida —Jacksonville, FL
- Mid-level
- Office
New Car Finance Manager
Garber Automall —Green Cove Springs, FL
- Urgently hiring
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance

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finance manager jobs near jacksonville, fl

Client Manager, Retirement Plans - The Baldwin Financial Services

The Baldwin Group -
Jacksonville, FL

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Job Details

Full-time

Qualifications

Financial services customer support
Microsoft Excel
Microsoft Outlook
Research
Video conferencing software
Sales management systems proficiency
Microsoft Teams
Financial services
CRM system proficiency
Video conferences (communication methods)
Investment analysis
Video conferencing systems operation

Full Job Description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.

Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.

As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.

PRIMARY RESPONSIBILITIES:

Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Special projects as needed

PRIMARY RESPONSIBILITIES:

Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
Conduct participant education meetings and seminars, including one-on-one consultations
Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
Offer additional support in facilitating RFP’s from various vendors
Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
Special projects as needed

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Working knowledge of investment analytics (i.e. mutual funds, CIT’s, subaccounts, etc.)
Polished written and oral communication skills
Familiarity with RPAG investment analysis software helpful but not required
Prior experience with CRM software (Redtail and Salesforce a plus)
A proven track record of excellent customer service
Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
Extremely detail oriented, proactive, and reliable in all aspects
Working knowledge of facilitating virtual meetings via Microsoft Teams

EDUCATION AND EXPERIENCE REQUIREMENTS:

1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required
Bachelor’s degree preferred
Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.

OTHER REQUIREMENTS:

This role can by hybrid from Jacksonville, Tampa or Orlando, Florida

SPECIAL WORKING CONDITIONS:

Fast paced multi-tasking environment

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

#LI-KC1

#LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

finance manager jobs in jacksonville, fl

Client Manager, Retirement Plans - The Baldwin Financial Services

Finance Supervisor

Area Sales Manager – Non-Prime Auto Finance

Finance & Insurance Manager

Finance Manager, FP&A

Sr. Mgr, Operations Finance

FINANCE MANAGER

Regional Finance Director Florida – Asbury Automotive Group

Automotive Toyota Dealership Finance & Insurance Manager

FINANCE MANAGER- Infiniti

Automotive Finance Manager - Coggin Toyota at The Avenues

Finance Manager

FINANCE MANAGER- Genesis

FINANCE MANAGER

Senior Tax Manager

Manager, FP&A & Finance Analytics

Automotive Finance Manager -Bentley - Maserati Jacksonville!

Automotive Finance Manager - Bentley Maserati Jacksonville!!

Finance Manager

New Car Finance Manager

I want to receive the latest job alert for finance manager in jacksonville, fl

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