Top 1563 Asset manager Jobs in Pinellas County Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Commercial Portfolio Manager
BayFirst National Bank —Saint Petersburg, FL
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
Executive Meeting Manager
TradeWinds Island Resort —Saint Pete Beach, FL
- Weekends as needed
- Microsoft Outlook
- Word processing
- Windows
11d
Property Manager
Rushmore Management —Clearwater, FL
- $65,000 - $80,000 a year
- Full-time
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
MARKETING MANAGER
Delta Construction Partners —Clearwater, FL
- $125,000 a year
- Full-time
- Marketing
- 5 years
- Office
- Paid time off
- 401(k) matching
Quick Apply
Asset Manager
PINELLAS COUNTY HOUSING AUTHORITY —Largo, FL
- $73,244.02 - $90,402.67 a year
- Full-time
- Hybrid work
- Administrative experience
- Supervising experience
- Bachelor's degree
Quick Apply
Asset Manager
Genstone Management, LLC —Tampa, FL
- Hybrid work
- Mid-level
- Residential
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Operations Manager
SP Plus Corporation —Saint Pete Beach, FL
- Full-time
- Clean driving record
- Mid-level
- Driver's License
Regional Property Manager
Richman Property Services —Clearwater, FL
- Full-time
- Spanish
- Bachelor of Science
- English
- Disability insurance
- Health insurance
Quick Apply
Operations Manager (Non-Complex)
Walmart —Largo, FL
- $65,000 - $100,000 a year
- High school
- Sales
- Bachelor of Science
- Paid jury duty
- Disability insurance
10d
Asset Management Manager
Accenture —Saint Petersburg, FL
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Project management
- Bachelor's degree
- Paid holidays
- Disability insurance
Office Manager/Staff Officer - Mid level
Parsons —Tampa, FL
- $103,500 - $181,100 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Paid holidays
Senior Manager, Internal Investigations
PRICE WATERHOUSE COOPERS —Tampa, FL
- $91,000 - $321,500 a year
- 6 years
- High school diploma or GED
- Accounting
- Paid holidays
- Health insurance
6d
Property Manager, Central Florida (Tampa)
Ares Management —Tampa, FL
- $90,000 - $105,000 a year
- Extended hours
- Up to 50% travel
- Construction site
- 5 years
- Commuter assistance
- Health savings account
Asset Manager, Mid
Booz Allen Hamilton —Macdill AFB, FL
- $55,200 - $126,000 a year
- Full-time
- Microsoft Word
- 6 years
- Office
- Disability insurance
- Health insurance
3d
Public Works Asset Management Manager
Jones Edmunds and Associates —Tampa, FL
- Full-time
- Hybrid work
- Computer Science
- Engineering
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
Director, Asset Services
Cushman & Wakefield —Tampa, FL
- $136,000 - $160,000 a year
- Full-time
- 5 years
- Office
- Ability to climb stairs
- Health savings account
- Disability insurance
Quick Apply
Partner Engagement Office Manager/Staff Officer - TS/SCI
Parsons —Macdill AFB, FL
- $74,800 - $130,900 a year
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid holidays
1d
IT Project Manager (MSP)
FusionTek —Tampa, FL
- $90,000 - $110,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
AVP Transaction Manager
Citi —Tampa, FL
- $79,120 - $118,680 a year
- Full-time
- Hybrid work
- 5 years
- System design
- Office
- Paid holidays
- Disability insurance
8d

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asset manager jobs near pinellas county fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Largo, 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
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

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, international advisory 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 Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

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
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
FINRA Series 7 and 66 (or 63 and 65) preferred
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

Location: In office 5 days a week

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 pinellas county fl

Client Administrative Manager

Commercial Portfolio Manager

Executive Meeting Manager

Property Manager

MARKETING MANAGER

Asset Manager

Asset Manager

Operations Manager

Regional Property Manager

Operations Manager (Non-Complex)

Asset Management Manager

Office Manager/Staff Officer - Mid level

Senior Manager, Internal Investigations

Property Manager, Central Florida (Tampa)

Asset Manager, Mid

Public Works Asset Management Manager

Director, Asset Services

Partner Engagement Office Manager/Staff Officer - TS/SCI

IT Project Manager (MSP)

AVP Transaction Manager

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