Top 4171 digital banking strategy manager Jobs

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
11d
Branch Sales Manager (Store Manager)
Advance America —Jefferson City, MO
- Overtime
- Microsoft Word
- 18 years or older
- Spanish
- Paid parental leave
- Paid holidays
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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
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- Office
- Health savings account
- Health insurance
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Marketing Manager – Consumer Health App
Best Life —Raleigh, NC
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 4 years
- Health insurance
- 401(k)
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13d
Financial Services - Manager - Tax Technology Engineer - EDGE
EY —Atlanta, GA
- $112,900 - $235,300 a year
- Azure
- CPA
- Computer Science
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Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
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Senior Global Indirect Sourcing Category Manager
Fortune Brands —Deerfield, IL
- $80,000 - $120,000 a year
- Full-time
- 5 years
- Residential
- Bachelor's degree
- Health insurance
- Adoption assistance
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Registered 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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Senior Director, Capital Planning & Analytics, Marlboro or Chelmsford,MA, Hybrid, Full-Time
Digital Federal Credit Union / DCU —Marlborough, MA
- $184,000 - $220,500 a year
- Email
- Hybrid work
- 5 years
- Writing skills
- Office
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8d
Financial Services - Senior Manager - Tax Technology Engineer - EDGE
EY —Atlanta, GA
- $133,300 - $346,000 a year
- Azure
- CPA
- Computer Science
- Paid holidays
- Health insurance
8d
Senior Manager of Consumer Lending (On-Site)
Educational Federal Credit Union —Kendall, FL
- Full-time
- Background check
- Computer literacy
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Product Owner I - Acquisition Platforms
FourLeaf Federal Credit Union —Bethpage, NY
- $94,570 - $113,484 a year
- Research
- Bachelor's degree
- Machine learning
- Health insurance
- Dental insurance
Assistant Branch Manager
F.N.B. Corp. —McKees Rocks, PA
- Full-time
- Computer literacy
- Mid-level
- Office
Change & Release Management Lead - Wealth Management
WISSEN TECHNOLOGY PRIVATE LIMITED —New York, NY
- Full-time
- Azure
- Computer Science
- Office
- Disability insurance
- Health insurance
Quick Apply
Online Sales Manager
SkyOne Federal Credit Union —Hawthorne, CA
- $97,600 - $122,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Sr Manager Device Software, Connected Products
Fortune Brands —Deerfield, IL
- $140,000 - $220,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Bachelor of Science
- Health insurance
- Adoption assistance
Quick Apply
Floating Relationship Banker
F.N.B. Corp. —Mount Pleasant, SC
- Full-time
- Computer literacy
- Office
- High school diploma or GED
Territory Sales Manager
Fortune Brands —Jacksonville, FL
- $70,000 - $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Adoption assistance
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Territory Manager
Fortune Brands —Charleston, SC
- $70,000 - $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Adoption assistance
Quick Apply
Associate National Account Manager - B2C Mass Market
Moen —Deerfield, IL
- $90,000 - $95,000 a year
- Full-time
- Hybrid work
- Marketing
- 5 years
- Merchandising
- Health insurance
- Adoption assistance
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Portsmouth, NH

Quick Apply

Job Details

Full-time
11 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

Executive administrative support
Employee relationship building
Series 7
Bachelor's degree
Client services
Organizational skills
FINRA License
Account management

Full Job Description

Registered Client Administrative Manager

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
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

digital banking strategy manager jobs

Registered Client Administrative Manager

Branch Sales Manager (Store Manager)

Registered Client Administrative Manager

Marketing Manager – Consumer Health App

Financial Services - Manager - Tax Technology Engineer - EDGE

Client Administrative Manager

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Registered Client Administrative Manager

Senior Director, Capital Planning & Analytics, Marlboro or Chelmsford,MA, Hybrid, Full-Time

Financial Services - Senior Manager - Tax Technology Engineer - EDGE

Senior Manager of Consumer Lending (On-Site)

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Assistant Branch Manager

Change & Release Management Lead - Wealth Management

Online Sales Manager

Sr Manager Device Software, Connected Products

Floating Relationship Banker

Territory Sales Manager

Territory Manager

Associate National Account Manager - B2C Mass Market

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