Top 435 Asset manager Jobs in Sarasota, 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
4d
General Manager - Venetian River Club
Hampton Golf - The Venetian River Club —North Venice, FL
- $115,000 - $125,000 a year
- Full-time
- Inventory management
- Basic math
- Residential
- Health insurance
- Dental insurance
Quick Apply
13d
National Facilities Manager
Lemonjuice Solutions —Sarasota, FL
- From $75,000 a year
- Weekends as needed
- Background check
- Engineering
- Quality control
- Health savings account
- Health insurance
Quick Apply
7d
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
AI Enablement Manager
Crowe —Sarasota, FL
- $87,200 - $179,500 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Mentoring
Quick Apply
12d
Community Manager
Greystar Real Estate Partners LLC —Sarasota, FL
- $80,000 - $90,000 a year
- Email
- Sales
- Word processing
- Mid-level
- Paid parental leave
- Paid holidays
6d
Property Manager -HOA
Castle Group —Sarasota, FL
- Extended hours
- Public speaking
- Mid-level
- Ability to climb stairs
Lobby Manager
Northern Trust Corp. —Sarasota, FL
- Full-time
- 5 years
- Mid-level
- Office
4d
Property Manager - Condo
Castle Group —Longboat Key, FL
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Public speaking
General Manager, Fleet Operations
CERES ENVIRONMENTAL SERVICES INC —Sarasota, FL
- $175,000 - $210,000 a year
- Weekends as needed
- Microsoft Excel
- Up to 50% travel
- Office
- Relocation assistance
- Health insurance
Quick Apply
12d
Tax Manager
Miles & Thirion CPA Firm, Inc. —Sarasota, FL
- $100,000 - $130,000 a year
- Overtime
- 6 years
- CPA
- Computer literacy
- Disability insurance
- Health insurance
Quick Apply
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
4d
Lead Apartment Maintenance Technician
Morguard —Bradenton, FL
- $26 - $28 an hour
- Weekends as needed
- Carpentry
- Background check
- Customer service
- Paid holidays
- Health insurance
Quick Apply
4d
Entry-Level Account Manager
RYNO —Bradenton, FL
- $39,000 - $55,000 a year
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Health insurance
- Paid time off
Quick Apply
3d
Business Development Manager - Crypto
Virgo US LLC —Florida
- From $60,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health insurance
- Dental insurance
Quick Apply
AML Financial Crime Audit & Testing Senior Consultant
Crowe —Sarasota, FL
- $73,400 - $145,400 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Sales Advisor at Lexus of Sarasota
Morgan Auto Group —Sarasota, FL
- $75,000 - $150,000 a year
- Full-time
- Dealership
- Computer literacy
- Continuous improvement
- Disability insurance
- Health insurance
Quick Apply
Shop Technician/Mechanic- ALL LINDER LOCATIONS Up to $5000 Sign
LINDER INDUSTRIAL MACHINERY COMPANY —Bradenton, FL
- Mid-level
- High school diploma or GED
- Quality control
- Fuel card
Quick Apply
Maintenance Tech
The NRP Group —Venice, FL
- Full-time
- Mid-level
- 3 years
- Reliable transportation
- Paid parental leave
- Paid holidays
Quick Apply
Maintenance Supervisor
The NRP Group —Venice, FL
- Full-time
- 5 years
- Mid-level
- Apartments
- Paid parental leave
- Paid holidays
Quick Apply
13d

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, FL

Quick Apply

Job Details

Full-time
4 days ago

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 sarasota, fl

Registered Client Administrative Manager

General Manager - Venetian River Club

National Facilities Manager

Property Manager

AI Enablement Manager

Community Manager

Property Manager -HOA

Lobby Manager

Property Manager - Condo

General Manager, Fleet Operations

Tax Manager

Physical Therapist (PT) - Sign on Bonus

Lead Apartment Maintenance Technician

Entry-Level Account Manager

Business Development Manager - Crypto

AML Financial Crime Audit & Testing Senior Consultant

Sales Advisor at Lexus of Sarasota

Shop Technician/Mechanic- ALL LINDER LOCATIONS Up to $5000 Sign

Maintenance Tech

Maintenance Supervisor

I want to receive the latest job alert for asset manager in sarasota, fl

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