Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor & Strategy Lead

BMO Harris Bank

BMO Harris Bank is seeking a Senior Relationship Manager for high-net-worth and ultra-high-net-worth clients in the Sarasota area. You will deliver a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. You will lead cross-functional teams, drive growth within existing relationships, and provide tailored wealth strategies while maintaining regulatory and risk standards. #J-18808-Ljbffr BMO Harris Bank

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Strategy Lead in Sarasota, FL vacancy
  •  ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations...  ...to develop personalized financial strategies and help clients make the most informed...  ...join Beacon Pointe leverage an industry-leading strategic platform of one of the... 
    Senior

    Beacon Pointe Advisors

    Sarasota, FL
    5 days ago
  •  ...serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their...  ..., and developing planning strategies while focusing on the bank's ability...  ...where appropriate.Responsibilities:Leads the wealth planning engagement process... 
    Suggested
    Full time
    Work experience placement
    Local area
    Work from home
    Shift work
    Day shift

    Bank of America

    Sarasota, FL
    1 day ago
  • A land development firm in Sarasota, FL, is seeking a Sr. Director to lead strategic planning, project design, and business development initiatives. The successful candidate will be responsible for managing land development projects, developing budgets and schedules, and... 
    Senior

    LJA

    Sarasota, FL
    2 days ago
  • $101.5k - $115.5k

    The Senior Employee Relations Lead is responsible for conducting thorough, timely, and impartial workplace investigations involving complex employee...  ...policy improvements, training needs, and risk mitigation strategies. Advise HR and business stakeholders on employee... 
    Senior
    Full time
    Contract work
    Work at office
    Local area
    Night shift

    Fox Rothschild

    Sarasota, FL
    1 day ago
  •  ...Northern Trust in Sarasota, FL seeks a Sr. Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships, delivering high-...  ...and strategic guidance for complex accounts. As a senior member of the service team, you will collaborate with... 
    Senior

    Northern Trust

    Sarasota, FL
    2 days ago
  • IPG is seeking a Senior Product Manager to develop and execute product line strategies, leading a cross-functional team to drive sales, profit growth, and long-term sustainability. You will mentor peers and oversee new item setup, pricing, and sales support, while closely... 
    Senior

    IPG

    Sarasota, FL
    4 days ago
  •  ...Federation of Sarasota-Manatee (JFSM) in Florida is seeking a full-time Donor Engagement professional to lead high-value donor relations and develop tailored engagement strategies. You will conduct outreach, plan intimate gatherings, and create compelling materials to showcase... 
    Senior
    Full time

    Nonprofit Leadership Center of Tampa Bay

    Sarasota, FL
    2 days ago
  • Crowe is seeking an Incident Response Manager to lead complex cybersecurity incident response engagements and mentor team members. As a senior technical leader, you will be crucial in delivering operational oversight and developing client relationships during cybersecurity... 
    Senior

    Crowe

    Sarasota, FL
    3 days ago
  •  ...Trust Corp in Sarasota, FL seeks a Senior Relationship Advisor to manage sophisticated...  ...relationships and deliver high-quality wealth management services. You will...  ...deep fiduciary knowledge, lead discussions on goals-driven strategies, mentor junior staff, and collaborate... 
    Senior

    Northern Trust Corp

    Sarasota, FL
    2 days ago
  • Sarasota County Government seeks a Wildland Fire Mitigation Officer to manage, conduct and coordinate mitigation activities. You will oversee fuel reduction and prescribed burns on county property and coordinate with Florida Forest Service and other departments. The ideal...
    Senior

    Sarasota County Government

    Sarasota, FL
    5 days ago
  •  ...the preparation, review, and submission of statistical and regulatory reports for commercial insurance lines. In this role, you will lead reporting operations, ensure compliance with regulatory and bureau requirements, and drive data governance and quality across... 
    Senior
    Work at office

    Oliver James

    Sarasota, FL
    2 days ago
  • $145k - $260k

    A leading construction firm is seeking a Senior General Superintendent for projects across the U.S. This role involves leading site teams, managing project budgets, and ensuring safety compliance. Candidates should have 15+ years of experience in large commercial/industrial... 
    Senior

    Gilbane Building

    Sarasota, FL
    2 days ago
  • DW Simpson Global Actuarial & Analytics Recruitment is seeking a Senior Actuarial Analyst or Actuary for a stable insurance client in Florida. The role will focus on pricing projects, preparing rate filings, and supporting the development of rules and rate manuals. Located... 
    Senior

    DW Simpson Global Actuarial & Analytics Recruitment

    Sarasota, FL
    4 days ago
  •  ...experienced Estimator to join our team in the United States. This role focuses on winning new work, managing preconstruction, and leading estimator teams on healthcare, commercial, and multi-family projects. The ideal candidate brings 5+ years of estimating experience,... 
    Senior

    DeAngelis Diamond

    Sarasota, FL
    4 days ago
  • QSL Management is seeking a Sous Chef for The Barclay at Sarasota. In this role, you will prepare nutritious meals for residents, ensure efficient kitchen operations, and maintain sanitation standards. You'll also mentor staff and handle administrative duties like menu ...
    Senior

    QSL Management

    Sarasota, FL
    2 days ago
  • Kerkering Barberio in Sarasota is looking for a Senior Accountant for Outsourced Accounting Services, focusing on small to medium-sized...  ..., particularly in the non-profit sector. This role involves leading accounting engagements, ensuring quality work, and managing multiple... 
    Senior
    Flexible hours

    Kerkering Barberio

    Sarasota, FL
    4 days ago
  • Gulfshoresal in Sarasota, FL, seeks a Senior Manager - Wastewater Division Leadership to oversee wastewater treatment facilities, collection and reclaimed water systems, lift and vacuum stations, and utility partnerships. You will drive regulatory compliance, operational... 
    Senior
    Relocation

    Gulfshoresal

    Sarasota, FL
    3 days ago
  • Senior Friendship Centers, Inc. is seeking a dynamic Senior Center Manager to lead Sarasota’s Senior Center, coordinating programs for members and visitors focused on social, recreational, health, and educational activities. The role blends front-line leadership with behind... 
    Senior

    Senior Friendship Centers Inc

    Sarasota, FL
    4 days ago
  • Feld Entertainment seeks a Global Media Strategy Manager to lead paid media strategy, oversee execution, and provide analytics-driven guidance across international markets. You will partner with Brand, Creative, Analytics and agencies to align plans with business goals... 

    Feldinc

    Ellenton, FL
    5 days ago
  • Feld Entertainment in the United States seeks a Global Media Strategy Manager to lead paid media strategy across its live event portfolio, coordinating campaigns domestically and internationally. You will oversee activation, optimization, and performance reporting while... 

    Feld Entertainment

    Ellenton, FL
    5 days ago
  • Gilbane Building Company is looking for a Sr Safety Manager to oversee the safety function for its projects in Sarasota, Florida. The role requires strong leadership abilities and the management of safety programs within the organization, ensuring compliance with safety...
    Senior

    Gilbane Building Company

    Sarasota, FL
    1 day ago
  •  ...Bank of America in the United States seeks a Wealth Planning professional to lead the engagement from start to finish, collaborating with Wealth Strategy Specialists to gather data, run analyses, and craft holistic planning solutions for high-net-worth clients. You'll... 

    Bank of America

    Sarasota, FL
    3 days ago
  • $140k - $175k

     ...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams...  .... Experience profiling clients and formulating customized strategies to address their needs. Holistic approach to managing client... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    3 days per week

    U.S. Bancorp

    Sarasota, FL
    1 day ago
  • Crowe Privacy Senior Consultant position in the United States requires building, assessing, and operationalizing privacy programs across jurisdictions and data protection risks. You will lead privacy gap assessments and support privacy technology implementations. You will... 
    Senior

    Crowe

    Sarasota, FL
    3 days ago
  • D.R. Horton, Inc. is seeking a Senior Accountant for the Sarasota division to perform accounting and finance functions with limited supervision. The ideal candidate will prepare financial statements, close monthly, and analyze balance sheet accounts in accordance with... 
    Senior

    Drhorton

    Sarasota, FL
    4 days ago
  • A premier tax and accounting firm in Sarasota is seeking a Senior Tax Accountant / Tax Supervisor to lead in their new office. The role involves preparing complex tax returns, mentoring junior staff, and shaping office workflows. Ideal candidates will have a CPA or EA... 
    Senior
    Work at office

    Morling & Company

    Sarasota, FL
    2 days ago
  • IAT Insurance Group is seeking a Senior Manager, Information Technology to lead infrastructure initiatives with a focus on secure and scalable systems. The role requires strong leadership skills, with an emphasis on financial management, operational excellence, and team... 
    Senior

    IAT Insurance Group

    Sarasota, FL
    2 days ago
  • $110k - $132k

    Sarasota County Government seeks a senior leader to manage the Transportation Division of Public Works, directing daily operations across transportation planning, traffic engineering, bridges, pavement management, and project management. The role requires PE licensure... 
    Senior

    Sarasota County Government

    Sarasota, FL
    1 day ago
  • $91.8k - $171k

     ..., delivering a comprehensive wealth management experience that integrates...  ...solutions, investment strategies, and holistic financial...  ...assigned client relationships Leads / assists with creation business...  ...requests. Makes recommendations to senior leaders on strategy and new... 
    Part time
    Local area
    Shift work

    Bmo

    Sarasota, FL
    4 days ago
  • McNary Law, PLLC in Florida seeks an experienced attorney to own an active family law caseload from intake to resolution. The role demands strategic planning, timely deadlines, candid client communication, and thorough preparation for hearings and trial. The successful ...
    Senior
    Remote work

    McNary Law

    Bradenton, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor & Strategy Lead. Be the first to apply!