Senior Investment Operations & Client Strategy
001 The Northern Trust Company
001 The Northern Trust Company is seeking a Senior Investment Associate in Miami, Florida. This role requires collaboration with Portfolio Advisors and client service teams to deliver high-quality service to high-net-worth clients. The ideal candidate will have 2–3 years of relevant experience, strong analytical and communication skills, and proficiency in Microsoft Excel and PowerPoint. Bilingual Spanish is preferred. The position is office-based for effective client service. #J-18808-Ljbffr 001 The Northern Trust Company
- ...financial services provider located in Miami seeks a Senior Investment Associate to support Portfolio Advisors and client service teams. This position involves preparing... ...coordinating meeting logistics, and providing operational support. Ideal candidates should have 2-3 years...OperationsSeniorWork at office
- As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you... ...with advisors, product partners and operations teams to deliver a seamless and integrated... ...Spanish 3+ years of experience in the investment management industry Preferred...OperationsSeniorWork at office
- ...and delivers premier client service, JP Morgan is... ...place for you! As a Senior Client Service Associate... ...product partners and operations teams to deliver a seamless... ...we are a leader in investment banking, consumer and... ...and institutions with strategies and expertise that...OperationsSeniorWork at office
$120k
## Senior Wealth Advisor SAFE ActApplylocations: Miami... ...to directional strategy by considering their application... ...to the technology or operations of the business. Work impacts... ...of financial and investment services to an Ultra high Net Worth client base in the United States...OperationsSeniorFull time$70k
Overview The Senior Wealth Advisor SAFE Act is a senior... ...advice regarding the operations of the business. Provides... ...of financial and investment services to an Ultra high Net Worth client base in the United States... ...jointly develop financial strategies with the Private...OperationsSeniorFull timeWork at office$179.3k - $313.7k
...Job Description The NA Client ServicesSr. Directorof Business Operations and Strategy is a key regional leadership role and is a member of the NA Client Services Leadership Team, reporting to the NA regional SVP. The individual is responsible for managing multiple regional...OperationsSeniorWork experience placementWork at officeLocal area- ...financial services to our clients. IFB offers an environment... ...ll Make an Impact The Senior Treasury / Investment Analyst supports the Bank'... ...to support investment strategies, pricing recommendations,... ...Coordinate with Accounting, Operations, Risk Management, and Compliance...OperationsSeniorFull timeH1bH2bLocal area
- ...Maintains oversight of all ongoing monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement... ...underwriting and approval. Works in conjunction with Loan Operations in maintaining all required insurance policies within...OperationsSenior
- ...FCG - Senior Financial Analyst The Financial Consulting... ...services for the clients of the world's largest... ...documents, including operating statements, rent rolls... ...Develop disposition strategies in conjunction with team... ...estate services and investment that helps businesses...OperationsSeniorWork at officeVisa sponsorshipFlexible hours
$137k - $219k
...Dynamics 365 Finance Lead Senior Manager Protiviti... ...'ll partner with our clients to identify and manage risk. You'll develop strategies to solve complex... ...systems, including Project Operations functionality. You... ...company 401(k) savings and investment plan with an employer...OperationsSeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$130k - $200k
...*The Investor Product Strategy team is responsible for... ...and analyze detailed investment reports ensuring accurate... ..., and deal books for senior management*... ...development, existing clients and prospective investors... ...services, investment operations, consulting, or other...OperationsLocal areaFlexible hours$102.5k - $187.9k
...working world. AI Finance, Senior, Tech Consulting... ...they can gain from their IT investments. We deliver exceptional client service — providing advice... ...overall data management strategy for finance applications.... ...business models, processes, and operations. You will gather,...OperationsSeniorWork experience placementSummer holidayFlexible hours- ...who seek a number of international private client tax seniors and managers. This 500 staff firm have... ...overseas, non-resident aliens with business operations in the United States, or high net worth non-residents with investments in U.S. real estate. Some of the duties...OperationsSeniorRemote workOverseas
$148k - $250k
...The Investor Product Strategy team is responsible for... ...and analyze detailed investment reports, ensuring accurate... ..., and deal books for senior‑level management.... ...development, existing clients, and prospective investors... ...services, investment operations, consulting, or a related...OperationsLocal area- ...Senior Estimator ID 2026-10893 Job... ...builds, innovates, and invests. We provide value across... ...design, construction, and operations to deliver smarter,... ...the country, serving clients across healthcare, life... ...overall compensation strategy. Connect With Us!...OperationsSeniorFull timeTemporary workFor contractorsFor subcontractorWork at office
- ...Available Company Overview Our client is a globally recognized industry leader with operations spanning multiple countries and... ...opportunity to work closely with senior leadership, gain broad exposure... .... Position Summary The Senior Strategy & Risk Analyst will play a key...OperationsSeniorRelocation package
$154k - $215k
...bonus up to 5-6% As a Senior Tax Manager you will play... ...to a diverse client base. You will lead complex... ...implications of global operations, coordinating U.S. and... ...laws to develop optimal strategies Consult on tax-... ...tax treaties, offshore investment activities, and repatriation...OperationsSeniorWork at office- ...institution that has been in continuous operation since 1889. Northern Trust is proud... ...we serve the world's most sophisticated clients using leading technology and... ...the office and working from home. Senior Investment Associates are responsible for developing...OperationsSeniorWork experience placementWork at officeWork from homeFlexible hours
- ...experienced and highly analytical Senior Asset Manager to oversee... ...of multifamily operations, financial analysis, and value... ...operational performance and return on investment Monitor key performance... ...analysis, and disposition strategies Qualifications ~7...OperationsSeniorWork at office
- ...inquiries and audits. Tax Planning & Strategy: Collaborate with senior management to design and implement... ...with the finance, legal, and operations teams to ensure that tax considerations... ...tax impact of business transactions, investments, and new product offerings. Tax...OperationsSeniorLocal area
- ...Florida 33130 Job Description Our client is looking for a Senior Client Partner to bring their deep expertise... ...outcomes in areas such as operational efficiency, customer experience, energy... ...partner by aligning client business strategies with AI/Data/Analytics-driven...OperationsSeniorFull timeWork experience placement
- ...institution that has been in continuous operation since 1889. Northern Trust is proud to... ...we serve the world's most sophisticated clients using leading technology and... ...and working from home. Role Overview Senior Investment Associates are responsible for developing...OperationsSeniorWork experience placementWork at officeWork from home
$171.6k - $392.1k
...– but can be a risky investment in such a rapidly changing... ...ServiceNow Consulting Senior Manager you will play... ...competitive edge our clients need to overcome some... ...with our organizational strategy. You will provide... ...projects. You will navigate operational and organizational...OperationsSeniorFull timeSummer holidayWorldwideFlexible hours- ...opportunity for a full time Senior Analyst, Finance & Business... ...Senior Management to support operational and capital allocation... ...forecasting, and reporting of capital investments, including development of... ...inform broader business strategy, resource prioritization, and...OperationsSeniorFull time
- Northern Trust Corp is seeking a Senior Investment Associate in Miami, FL, to develop relationships with clients and support various investment management tasks. The successful candidate will create client presentations, assist in portfolio management, and ensure compliance...Senior
- CFA Institute in Miami is seeking a Senior Investment Associate to manage client relationships and support their investment needs. The role includes creating client presentations, developing custom investment portfolios, and evaluating performance relative to benchmarks...Senior
- Citigroup Inc. is seeking a Financial Advisor in Miami, Florida, to provide financial and investment services to an Ultra high Net Worth client base. You will be responsible for managing client accounts, conducting financial market analyses, and developing relationships...SeniorFull time
$90.23k
...: CDM Smith is seeking a Senior Financial Analyst to join our... ...complex financial and operational information to deliver accurate... ...and determine the return on investments and initiatives. • Supports... ...diverse as the needs of our clients. CDM Smith is an Equal Opportunity...OperationsSeniorFull timeH1bRemote work- ...opportunity for a full time Senior Analyst, Finance reporting... ...Analyst will work closely with operational, finance, and strategic... ...with the overall commercial strategy. Collaborates with hotel... ...to develop assumptions for investment initiatives and revenue-generating...OperationsSeniorFull timeWork at office
- ...Private Wealth Advisor Senior Job ID 2025-5695 Category... ...with current and prospective clients to identify and meet their... ...providing wealth advisory and investment management solutions,... ...essential to the sound business operations of the bank. What You'll...OperationsSeniorFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Operations & Client Strategy. Be the first to apply!
- senior automation controls engineer Miami, FL
- senior accounts payable Miami, FL
- senior brand designer Miami, FL
- senior financial advisor Miami, FL
- senior underwriter Miami, FL
- senior cost analyst Miami, FL
- senior business analyst contract Miami, FL
- senior app developer Miami, FL
- senior digital account manager Miami, FL
- director sr. director clinical operations Miami, FL



