Top 418 Asset manager Jobs in Lakewood Ranch 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
Recreation Experience Expert Pool Attendant
Marriott International, Inc —Sarasota, FL
- Full-time
- CPR Certification
- High school diploma or GED
- First Aid Certification
Physical Therapist (PT) - Sign on Bonus
Concentra —Bradenton, FL
- Full-time
- 5 years
- Physical & Rehabilitation Medicine
- Urgent Care
- Continuing education credits
- Health insurance
Quick Apply
Property Manager
NDC Asset Management, LLC —Sarasota, FL
- $23 - $27 an hour
- Full-time
- Background check
- 5 years
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
Building Concierge/ Tenant Services Coordinator- 2 Years Experience Required
Tower Realty Asset Management, INC —Sarasota, FL
- $21.63 - $22.60 an hour
- Full-time
- Mid-level
- Office
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
2d
Staff Bookkeeper
BlueCrest Group —Sarasota, FL
- $60,000 - $65,000 a year
- Urgently hiring
- Data analysis skills
- Research
- Mid-level
- Paid time off
Quick Apply
Lead Maintenance
VISTA HOST INC —Bradenton, FL
- $19 an hour
- Weekends as needed
- Hotel
- High school diploma or GED
- Driver's License
- Paid holidays
- Disability insurance
Quick Apply
6d
Selling Manager
Saks Fifth Avenue —Sarasota, FL
- $74,615 - $93,269 a year
- Full-time
- Customer service
- Mid-level
- 3 years
- Disability insurance
- Health insurance
FINANCE MANAGER
GETTEL AUTOMOTIVE INC —Bradenton, FL
- Dealership
- Customer service
- Mid-level
- Paid training
- Paid holidays
Quick Apply
10d
Property Manager
Equity LifeStyle Properties —Palmetto, FL
- Full-time
- Clean driving record
- Management
- Sales
- Paid holidays
- Health insurance
8d
Chief Operating Officer
SUNCOAST COMMUNITIES BLOOD BANK INC —Bradenton, FL
- Weekends as needed
- Nursing
- Clean driving record
- 5 years
Quick Apply
Visual Manager
Saks Fifth Avenue —Sarasota, FL
- $67,832 - $84,790 a year
- Full-time
- 5 years
- Merchandising
- Continuous improvement
- Disability insurance
- Health insurance
Commercial Relationship Manager
COGENT BANK —Bradenton, FL
- 5 years
- Bachelor of Science
- Office
New Car Finance Manager
Nissan of Bradenton —Bradenton, FL
- Urgently hiring
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Fleet Operations Manager
SUNCOAST COMMUNITIES BLOOD BANK INC —Bradenton, FL
- Full-time
- Office
- 3 years
- CDL
Quick Apply
On-Site Community Association Manager
Troon —Parrish, FL
- Ability to walk for extended periods
- 5 years
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
6d
Used Car Finance Manager
Nissan of Bradenton —Bradenton, FL
- Urgently hiring
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Club Manager
Troon —Parrish, FL
- Full-time
- English
- Residential
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Special Finance Manager
Nissan of Bradenton —Bradenton, FL
- Urgently hiring
- Clean driving record
- Dealership
- Mid-level
- Health insurance
- Dental insurance
Office Manager
Nissan of Bradenton —Bradenton, FL
- Urgently hiring
- Dealership
- Customer service
- Computer literacy
- Health insurance
- Dental insurance

I want to receive the latest job alert for asset manager in lakewood ranch 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

asset manager jobs near lakewood ranch 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

asset manager jobs in lakewood ranch fl

Registered Client Administrative Manager

Recreation Experience Expert Pool Attendant

Physical Therapist (PT) - Sign on Bonus

Property Manager

Building Concierge/ Tenant Services Coordinator- 2 Years Experience Required

Staff Bookkeeper

Lead Maintenance

Selling Manager

FINANCE MANAGER

Property Manager

Chief Operating Officer

Visual Manager

Commercial Relationship Manager

New Car Finance Manager

Fleet Operations Manager

On-Site Community Association Manager

Used Car Finance Manager

Club Manager

Special Finance Manager

Office Manager

I want to receive the latest job alert for asset manager in lakewood ranch fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected