Top 4022 Asset manager Jobs in Vienna, Va

Client Administrative Manager
Steward Partners Global Advisory LLC —McLean, VA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Senior Contracts Manager
TriSource —McLean, VA
- $55 - $65 an hour
- Temporary
- Hybrid work
- Finance
- Bachelor's degree
- Organizational skills
Quick Apply
4d
Strategic Revenue Manager
CARFAX —Centreville, VA
- $101,900 - $214,700 a year
- Full-time
- Office
- 8 years
- SQL
- 401(k) matching
Quick Apply
Quantitative Analytics Manager, Portfolio Performance & Risk Management
Freddie Mac —McLean, VA
- $147,000 - $221,000 a year
- Full-time
- Doctoral degree
- Office
- 3 years
Manager, Learning Design & Innovation
American Society of Addiction Medicine —Rockville, MD
- $75,000 - $78,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Data Center Inventory & Asset Technician Manager
Microsoft —Sterling, VA
- $59,900 - $135,100 a year
- Full-time
- Background check
- Mid-level
- Forklift
Manager, LAUNCH Program
Hilton —McLean, VA
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Employee stock purchase plan
11d
Office Manager/Staff Officer - TS/SCI
Parsons —Springfield, VA
- $74,800 - $130,900 a year
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid holidays
Acquisition and Asset Manager
Govcio LLC —Fairfax, VA
- $160,000 - $199,260 a year
- Full-time
- 11+ years
- Bachelor's degree
- Travel
Customer Support Manager
Kalibri Labs —Washington, DC
- $95,000 - $110,000 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Quick Apply
7d
Manager, Asset Protection - Multi-Store
Macy’s —Fairfax, VA
- $64,745 - $107,755 a year
- Weekends as needed
- Heavy lifting
- Basic math
- 3 years
- Store discount
- Paid holidays
12d
Commercial Relationship Manager
Fulton Bank —McLean, VA
- $114,100 - $190,100 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development
- Wellness program
- Health savings account
Contract Manager
Accenture Federal Services —Arlington, VA
- $95,700 - $211,700 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
WGL - Manager, Facility Security Operations
Washington Gas Light Company —Springfield, VA
- $149,200 - $180,125 a year
- Full-time
- Mentoring
- Military encouraged
- Senior level
- Paid holidays
- Health insurance
4d
Office Management/Staff Officer- Senior
Parsons —Springfield, VA
- $112,200 - $196,400 a year
- Microsoft Excel
- Microsoft Outlook
- 11+ years
- Wellness program
- Paid holidays
Analyst - Asset Management
Hines —Washington, DC
- $97,300 - $111,900 a year
- Writing skills
- Mid-level
- Office
Portfolio Support Manager
Fairstead ESC LLC —Washington, DC
- $85,000 - $95,000 a year
- Remote
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
5d
Customer Success Operations Manager
Meazure Learning —Vienna, VA
- Full-time
- Remote
- Google Workspace
- 5 years
- Senior level
- Dental insurance
- Vision insurance
Property Manager (CRE)
Cushman & Wakefield —Washington, DC
- $93,500 - $110,000 a year
- Full-time
- Mid-level
- Office
- Real Estate License
- Health savings account
- Disability insurance
Quick Apply
6d
Operations Manager
PathForward —Arlington, VA
- $85,000 - $95,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply

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asset manager jobs near vienna, va

Client Administrative Manager

Steward Partners Global Advisory LLC -
McLean, VA

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
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

Location: In office 5 days a week

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 vienna, va

Client Administrative Manager

Senior Contracts Manager

Strategic Revenue Manager

Quantitative Analytics Manager, Portfolio Performance & Risk Management

Manager, Learning Design & Innovation

Data Center Inventory & Asset Technician Manager

Manager, LAUNCH Program

Office Manager/Staff Officer - TS/SCI

Acquisition and Asset Manager

Customer Support Manager

Manager, Asset Protection - Multi-Store

Commercial Relationship Manager

Contract Manager

WGL - Manager, Facility Security Operations

Office Management/Staff Officer- Senior

Analyst - Asset Management

Portfolio Support Manager

Customer Success Operations Manager

Property Manager (CRE)

Operations Manager

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