Top 463 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
3d
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
12d
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
6d
AI Enablement Manager
Crowe —Sarasota, FL
- $87,200 - $179,500 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Mentoring
Quick Apply
11d
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
5d
Property Manager -HOA
Castle Group —Sarasota, FL
- Extended hours
- Public speaking
- Mid-level
- Ability to climb stairs
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
11d
Property Manager - Condo
Castle Group —Longboat Key, FL
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Public speaking
Lobby Manager
Northern Trust Corp. —Sarasota, FL
- Full-time
- 5 years
- Mid-level
- Office
3d
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
Electrical Estimator
Bright Future —Sarasota, FL
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Commercial
Quick Apply
5d
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
2d
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
3d
Preoperative PACU Registered Nurse
Advanced Surgery Center of Sarasota —Sarasota, FL
- Full-time
- Nursing
- Surgery
- RN License
- Travel reimbursement
- Free parking
Quick Apply
3d
Maintenance Supervisor
South Oxford Management —Bradenton, FL
- Overtime
- Mid-level
- 3 years
- Ability to climb stairs
- Paid parental leave
- AD&D insurance
Quick Apply
Marketing and Event Coordinator
Global Ordnance LLC —Sarasota, FL
- Weekends as needed
- Customer service
- Military
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
5d
Maintenance Supervisor
The NRP Group —Venice, FL
- Full-time
- 5 years
- Mid-level
- Apartments
- Paid parental leave
- Paid holidays
Quick Apply
12d
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
Shop Technician- ALL Linder Turf & Tractor LOCATIONS $2000 Sign
LINDER INDUSTRIAL MACHINERY COMPANY —Bradenton, FL
- Mid-level
- High school diploma or GED
- Quality control
- Fuel card
Quick Apply
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

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asset manager jobs near sarasota fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, FL

Quick Apply

Job Details

Full-time
3 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

AI Enablement Manager

Community Manager

Property Manager -HOA

General Manager, Fleet Operations

Property Manager - Condo

Lobby Manager

Tax Manager

Electrical Estimator

Entry-Level Account Manager

Lead Apartment Maintenance Technician

Preoperative PACU Registered Nurse

Maintenance Supervisor

Marketing and Event Coordinator

Maintenance Supervisor

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

Shop Technician- ALL Linder Turf & Tractor LOCATIONS $2000 Sign

Business Development Manager - Crypto

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