Senior Investment Associate: Client-Focused Investment Support
Northern Trust Corp
A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment data. The ideal candidate has strong analytical skills, proficiency in Excel and PowerPoint, and a degree in finance or related fields. This full-time, office-based role emphasizes teamwork and attention to detail in a collaborative environment. #J-18808-Ljbffr Northern Trust Corp
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Investment Associate: Client-Focused Investment Support in Miami, FL vacancy
- Invizio LLC is seeking a full‑time IT Technical Support specialist in Miami to assist clients with current business technology solutions. The role focuses on phone and on‑site support, ticket documentation, and hands‑on troubleshooting of Windows desktops, printers, and...SeniorFull time
- ...partners closely with Investments leadership across Latin... .... You’ll work with senior stakeholders and cross... ...functional partners, support audit/regulatory/compliance... ...and government clients under the J.P. Morgan... ...finances to better define, focus and realize their goals...Suggested
$128k - $252.5k
.... As an Actuarial Senior Consultant, you will... ...to help clients evaluate business... ...decision-making, and support transformation in... ...and product types, focused on pricing, underwriting... ...review Build return on investment models for medical... ...differential associated with the location...SeniorWork at officeLocal areaVisa sponsorship$131k - $185k
...required as needed by our clients. Who You'll Work With:... ...Advisory & M&A Support* Lead business and supply... ...strategy engagements focused on M&A readiness, integration... ...timelines and investment priorities* Identify... ...salary pay range for Senior Consultant in Silicon...SeniorTemporary workLocal area$110k - $215k
...is responsible for expanding client relationships by identifying... ...existing relationships. The primary focus is on advising clients on... ...with a strong emphasis on Investment Products Leads complex investment... ...Branded Client Experience to support client satisfaction...SuggestedShift workDay shift- ...Forensic team helps client leaders translate... ...Do As a Project - Senior Consultant,... ...evaluate controls associated with complex business... ...relationships. In support of Federal investigations... .... Team members focus on delivering... ...as through our own investments, commitments, and...SeniorLocal area
- ...global advisory and risk management firm, seeks a Senior Client Manager in the Personal Lines unit to focus on High Net Worth clients. You will manage placement and service, maintain client relationships, and support retention with an automated work environment. Responsibilities...Senior
- Bank of America is hiring a lobby-focused teller to assist clients with transactions and self-service banking options. You will engage customers, process... ...on online/mobile banking, demonstrate ATM usage, and support daily center operations while building trust and...
- Willis Towers Watson is seeking a Senior Client Manager for Personal Lines focused on High Net Worth clients. You will manage placement, service, and client... ...relationships in an automated environment, while supporting the sales process and delivering risk analyses for new...Senior
- Colliers International is seeking an organized, customer-focused marketing/administrative support professional to help our Miami team drive client service and deal execution in a fast-paced CRE environment. You will prepare marketing materials, reports, and proposals, coordinate...Senior
$150k - $210k
...have the flexibility to manage your days in support of our commitment to work/life balance... ...based positions Collaborate with the Private Client Services and Trust & Estate groups on... ...industry, employees have the flexibility to focus on the work they want to do and the...SeniorFull timeFixed term contractLocal area- ...Continental in Miami invites an experienced Senior Private Banker to develop and manage... ...customized financial plans aligned with client objectives. Key duties include acquiring... ...assessing financial needs, recommending investments, and managing portfolios. #J-18808-Ljbffr...Senior
- ...team in Miami, FL. You will oversee underwriting and portfolio management, supporting RMs and lending associates, driving the closing process, and maintaining risk controls while expanding client relationships. Ideal candidates have a minimum of 5 years in Commercial...Senior
- ...You will provide financial planning guidance and investment management solutions, serving as the central client contact to build lasting relationships and grow wallet... ...7, Series 63, L&H, Series 66), and a strong focus on compliant, high-quality client service and growth...
- ...GovCon compliance, CVRD helps employers focus on running their business, not... ...partners. The role We’re looking for a Senior Manager, Client Success to help own the day-to-day of... ...employee communications, and post-OE cleanup Supporting CHOICE administration and prevailing...SeniorContract workFor contractorsLive inImmediate start
- ...primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive... ...tailored financial solutions that support your clients' growth. This role is ideal... ...relationships and deepening existing ones. Your focus will be on delivering strategic financial...Full timeWork at office
City National Bank
Miami, FL1 day ago - Citi Global Wealth in Miami, FL seeks a Senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions. The role works with a dedicated team to provide investment advice, wealth planning, and private banking services, driving...Senior
$54.6k
...At Regions, we believe associates deserve more than just... .... If you are focused on results, dedicated... ...Description At Regions, the Senior Consumer Relationship... ...wealth opportunities, investments, lending, debt consolidation... ...needs are recognized Support team development by...SeniorFull timeWork at officeFlexible hours- ...National Bank of Florida, we invest in our people and the... ...the Role The International Client Services Supervisor coordinates at a senior level and supervises the IPB Clients support team to ensure the level of... ...Regulatory Excellence is focused on by the entire team- aged...Senior
$100k - $130k
...the companies in which the firm invests. Blackstone’s over $1.3 trillion... ...include global investment strategies focused on real estate, private equity,... ...to these firms and their clients and provides ongoing product and advisor support, as well as education and training...Full timeLocal area- Brobston Group LLC in Miami seeks a Senior Client Advisor to deliver exceptional luxury client experiences and drive sales at the Design District... ...all product categories. You will mentor team members and support store management with daily operations and team development...Senior
- ...Florida is seeking an experienced International Client Services Supervisor to coordinate and supervise the IPB Clients support team, ensuring high-quality service and timely... ...and growth. The position emphasizes senior-level coordination, strategic client support,...Senior
$115k - $185k
...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...global investment strategies focused on real estate, private... ...Manager to join the team in support of business growth.Responsibilities... ...feesReview and reconcile client capital statements generated...Full timeWork at officeLocal area- ...provide a first-class experience to clients within J.P. Morgan’s U.S.... ...to the next level.As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of... ...or finances to better define, focus and realize their goals.Full...Work at office
- Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies... ...USA. As part of a private banking team, you will advise on investments, credit, and wealth planning, while ensuring adherence to...Senior
- ...entire commercial credit process. You will work with relationship managers to structure financing and manage complex client relationships. The role focuses on underwriting, documenting, and monitoring a high-value portfolio, ensuring compliance with AML, CRA/HMDA and Reg...Senior
- JOB TITLE: Senior Actuary EMPLOYER:... ...and adding value to our clients and capital partners.... ...Actuary with an initial focus on product development... ...of key metrics Support subsidiary insurance companies... .... Work closely with investments, marketing/sales,...SeniorFull timeTemporary workImmediate startWork visaMonday to Friday
A-CAP
Miami, FL3 days ago - Fox Rothschild LLP is seeking a Client Service Specialist to provide high-level legal administrative support to a team of attorneys, including the Office Managing Partner. The role emphasizes client service, data management, and calendar/ deadline coordination within a...SeniorWork at office
$180.2k - $355.1k
...adding an Actuarial Senior Manager to our... ...experience to help clients evaluate business... ...decision-making, and support transformation in... ...current models to ones focused on outcomes for... ...of return on investment for medical management... ...experience Associate of the Society of...SeniorLocal areaVisa sponsorship$115k - $185k
...companies in which the firm invests. Blackstone's over $1.3 trillion... ...global investment strategies focused on real estate, private... ...Manager to join the team in support of business growth. Responsibilities... ...fees Review and reconcile client capital statements generated...Work at officeLocal areaBlackstone Restaurant
Miami, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Associate: Client-Focused Investment Support. Be the first to apply!
Related searches
- investment consultant Miami, FL
- investment advisor Miami, FL
- senior operations technician Miami, FL
- senior cloud service delivery manager Miami, FL
- senior it service manager Miami, FL
- senior chief engineer Miami, FL
- sr operations manager Miami, FL
- senior account director Miami, FL
- senior director clinical development Miami, FL
- sr accountant Miami, FL