Top 2282 Manager programs 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
5d
Veterinary Practice Manager
Forest Lakes Animal Clinic —Sarasota, FL
- Full-time
- Inventory management
- Mid-level
- 3 years
- Paid parental leave
- Disability insurance
Quick Apply
Human Resources Generalist
ATLANTIC TNG —Sarasota, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- English
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
7d
Program Manager
Meals on Wheels of Sarasota —Sarasota, FL
- $53,614.95 - $64,568.55 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
2h
Manager, Integrated Case Management - Sarasota Campus
Sarasota Memorial Health Care System —Sarasota, FL
- $49.40 - $74.10 an hour
- Full-time
- Background check
- Master of Social Work
- Nursing
- Free parking
- Disability insurance
Quick Apply
11d
Facility Manager I
Trademark Metals Recycling LLC —Sarasota, FL
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid training
13d
General Manager
Confidential —Sarasota, FL
- From $1 a year
- Full-time
- Engineering
- 11+ years
- Office
- Paid holidays
- Health insurance
Quick Apply
21h
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
7d
Server
Connors Steak & Seafood —Sarasota, FL
- Up to $42 an hour
- Part-time
- In-person
- Restaurant
- Entry level
- Paid training
- Health insurance
Quick Apply
Receptionist
Sarasota Point Rehabilitation Center —Sarasota, FL
- Full-time
- Background check
- Skilled nursing facility
- Computer literacy
Quick Apply
22h
Property Manager -HOA
Castle Group —Sarasota, FL
- Extended hours
- Public speaking
- Mid-level
- Ability to climb stairs
Office Manager
Palms - Robarts Funeral Home —Sarasota, FL
- Full-time
- Inventory management
- Customer service
- 5 years
Quick Apply
10d
Bookseller - PT
Barnes & Noble, Inc. —Sarasota, FL
- Part-time
- Merchandising
- Children
- Entry level
- Paid parental leave
- Paid holidays
State and Federal Programs Manager
Sarasota County Schools —Sarasota, FL
- Full-time
- Office
- Senior level
4d
Guest Service Manager
The Fresh Market Inc —Sarasota, FL
- Weekends as needed
- 18 years or older
- Mid-level
- 3 years
- Store discount
- Disability insurance
14d
Property Manager - Condo
Castle Group —Longboat Key, FL
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Public speaking
General Manager
Wawa, Inc. —Bradenton, FL
- $75,000 - $90,000 a year
- Weekends as needed
- Merchandising
- High school diploma or GED
- Recruiting
- Paid parental leave
- Health insurance
6d
General Manager
Acree Plumbing Air & Electric —Sarasota, FL
- $175,000 - $200,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Residential
- Paid holidays
- Health insurance
Quick Apply
Server
SARASOTA YACHT CLUB —Sarasota, FL
- $10.98 an hour
- Part-time
- Spanish
- Computer literacy
- Basic math
Quick Apply
Hospital Manager
Livewell Animal Hospital of Hyde Park —Hyde Park, FL
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Recruiting
- Organizational skills
- Disability insurance
- Dental insurance
Quick Apply
22h

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, FL

Quick Apply

Job Details

Full-time
5 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

manager programs jobs in sarasota, fl

Registered Client Administrative Manager

Veterinary Practice Manager

Human Resources Generalist

Program Manager

Manager, Integrated Case Management - Sarasota Campus

Facility Manager I

General Manager

Community Manager

Server

Receptionist

Property Manager -HOA

Office Manager

Bookseller - PT

State and Federal Programs Manager

Guest Service Manager

Property Manager - Condo

General Manager

General Manager

Server

Hospital Manager

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

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