Top 1798 Asset manager Jobs in Tampa, Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
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Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
AI Enablement Manager
Crowe —Tampa, FL
- $87,200 - $179,500 a year
- Full-time
- Presentation skills
- Bachelor's degree
- Mentoring
Quick Apply
14d
Audit Manager - Asset Management
Crowe —Tampa, FL
- $91,400 - $186,900 a year
- Full-time
- CPA
- Office
- 3 years
Quick Apply
Interim Accounting Manager
Vaco by Highspring —Tampa, FL
- $50 - $60 an hour
- ERP systems
- Residential
- 3 years
- Health insurance
- Dental insurance
Quick Apply
7d
Asset Manager
Genstone Management, LLC —Tampa, FL
- Hybrid work
- Mid-level
- Residential
- Finance
- Paid holidays
- Disability insurance
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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
Operations Manager
SP Plus Corporation —Tampa, FL
- Full-time
- Clean driving record
- Mid-level
- Driver's License
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
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
7d
USA Manager I, Asset Protection - All DC/FC
Walmart —Tampa, FL
- $73,500 - $106,500 a year
- High school
- Mid-level
- Continuous improvement
- Paid jury duty
- Disability insurance
10h
Property Manager
Cushman & Wakefield —Tampa, FL
- $72,165 - $84,900 a year
- Full-time
- Mid-level
- Office
- Real Estate License
- Health savings account
- Disability insurance
1d
Property Manager
Willow Bridge Property Company —Riverview, FL
- Weekends as needed
- Microsoft Excel
- Mid-level
- Residential
- Health insurance
- Dental insurance
12d
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
13d
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
Restaurant Operations Manager
First Watch Restaurants, Inc. —Tampa, FL
- Up to $65,000 a year
- Full-time
- Sales
- Mid-level
- Team management
- Disability insurance
- Health insurance
15h
Branch Operations Manager
FORTILINE INC —Tampa, FL
- Full-time
- Microsoft Word
- Bachelor's degree
- Continuous improvement
- Health savings account
- AD&D insurance
Quick Apply
1d
Sr Asset Manager
Genstone Management, LLC —Tampa, FL
- Hybrid work
- Microsoft Excel
- Residential
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Consulting Manager, Strategic Asset Management
Black & Veatch Family of Companies —Tampa, FL
- Full-time
- Background check
- 7 years
- Pass drug screening
- Wellness program
- AD&D insurance
Resident Maintenance Manager
American Homes 4 Rent, L.P. —Tampa, FL
- $80,155 - $100,182 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply

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asset manager jobs near tampa, fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Clearwater, FL

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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

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 tampa, fl

Client Administrative Manager

Client Administrative Manager

AI Enablement Manager

Audit Manager - Asset Management

Interim Accounting Manager

Asset Manager

Asset Manager

Operations Manager

Office Manager/Staff Officer - Mid level

Asset Manager, Mid

USA Manager I, Asset Protection - All DC/FC

Property Manager

Property Manager

AVP Transaction Manager

IT Project Manager (MSP)

Restaurant Operations Manager

Branch Operations Manager

Sr Asset Manager

Consulting Manager, Strategic Asset Management

Resident Maintenance Manager

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