Top 10556 Strategy manager Jobs in Port Washington Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
SITE DEVELOPMENT MANAGER - Chinese Bilingual
C2Q Health Solutions —Queens, NY
- $70,000 - $80,000 a year
- 8 hour shift
- Marketing
- Ability to walk for extended periods
- Data analysis skills
Community Partnerships Junior Account Manager
Housing Works Inc —New York, NY
- $18 - $19 an hour
- HIPAA
- Mid-level
- High school diploma or GED
- Health insurance
- Paid time off
Quick Apply
PURCHASING MANAGER & JUNIOR ESTIMATOR (HYBRID)
Avante Contracting Corp. —Mamaroneck, NY
- $75,000 - $100,000 a year
- Email
- Hybrid work
- Spanish
- English
- Research
- Health insurance
- Paid time off
Quick Apply
Corporate Key Account Manager
EL AL Israel Airlines —New York, NY
- $65,347.16 - $78,697.66 a year
- Full-time
- Remote
- Marketing
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Manager of Institutional Giving
Reach Out and Read of Greater New York —New York, NY
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Jewelry CAD Manager
Unique Settings of New York —Long Island City, NY
- $900 - $1,100 a week
- Part-time
- Merchandising
- Mentoring
- In-person
- Employee discount
- Referral program
Quick Apply
3d
BUSINESS TECHNOLOGY MANAGER - AVIATION INSURANCE
United States Aviation Underwriters, Inc./USAIG —New York, NY
- $140,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Azure
- Computer Science
- Health savings account
- Health insurance
Quick Apply
Sr. Design Manager
Promobile Marketing —Brooklyn, NY
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Management
- Office
- 8 years
- Profit sharing
- Health insurance
Quick Apply
Finance Manager
Kadokawa World Entertainment —New York, NY
- $90,000 - $100,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Finance
- Health insurance
- Dental insurance
Quick Apply
Development Operations Manager
Bruce Museum —Greenwich, CT
- $65,000 - $75,000 a year
- Nights as needed
- Research
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
3d
Senior Manager of Aesthetics
Metro Healthcare Management LLC —Flushing, NY
- $77,500 - $95,000 a year
- Full-time
- Spanish
- Bachelor's degree
- US work authorization
- 401(k)
- Paid time off
Quick Apply
Outside Sales Account Manager
SGA Inc. —Tarrytown, NY
- From $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Channel Development & Strategic Business Development Manager (BDM)
HQTS Group Ltd. —New York, NY
- $5,000 - $7,000 a month
- Full-time
- Remote
- Background check
- Sales
- English
- Health insurance
- Paid time off
Quick Apply
General Manager — Light Manufacturing Company (Private)
Light Manufacturing Company —Bronx, NY
- $120,000 a year
- Full-time
- Background check
- Recruiting
- Business Administration
Quick Apply
9d
Audience Engagement Manager
Critical Path Advisors —New York, NY
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
Meat Buyer & Inventory Manager
Food Industry —Carlstadt, NJ
- From $85,000 a year
- Full-time
- Spanish
- Inventory management
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Pharmacy Manager (PIC) - Premium Health
VytlOne —Brooklyn, NY
- $165,000 - $170,000 a year
- Weekends as needed
- Research
- Analysis skills
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
1d
FESCO B2B National Sales Manager – Corporate Gift Programs (General Merchandise/Packaged Goods)
The Fesco Group —Brooklyn, NY
- $100,000 - $125,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Travel
9d
Senior Property Manager – Rent-Stabilized Multifamily Portfolio (New York City)
Confidential —Bronx, NY
- $95,000 - $130,000 a year
- Full-time
- Spanish
- 7 years
- Team management
- Health insurance
- Dental insurance
Quick Apply

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strategy manager jobs near port washington ny

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

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 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 63

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

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

strategy manager jobs in port washington ny

Registered Client Administrative Manager

SITE DEVELOPMENT MANAGER - Chinese Bilingual

Community Partnerships Junior Account Manager

PURCHASING MANAGER & JUNIOR ESTIMATOR (HYBRID)

Corporate Key Account Manager

Manager of Institutional Giving

Jewelry CAD Manager

BUSINESS TECHNOLOGY MANAGER - AVIATION INSURANCE

Sr. Design Manager

Finance Manager

Development Operations Manager

Senior Manager of Aesthetics

Outside Sales Account Manager

Channel Development & Strategic Business Development Manager (BDM)

General Manager — Light Manufacturing Company (Private)

Audience Engagement Manager

Meat Buyer & Inventory Manager

Pharmacy Manager (PIC) - Premium Health

FESCO B2B National Sales Manager – Corporate Gift Programs (General Merchandise/Packaged Goods)

Senior Property Manager – Rent-Stabilized Multifamily Portfolio (New York City)

I want to receive the latest job alert for strategy manager in port washington ny

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