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
- 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
- Invizio is seeking a full-time IT Technical Support specialist, comfortable assisting clients with current business technology. The role emphasizes hands-on desktop, server, and network support, both remote and on-site as needed. You will diagnose and resolve tickets, document...SeniorFull timeRemote work
- ...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- ...National Bank of Florida, we invest in our people and the... ...Relationship Manager Senior, you’ll be the primary... ...high-value corporate clients, driving business development... ...existing ones, focusing on strategic guidance,... ...paid holidays. Wellness Support: Access to mental health...SeniorWork at office
$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...Shift 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
- ...Senior Client Service Associate As a Senior Client Service Associate within the... ...years of experience in the investment management industry Preferred... ..., mental health support, financial coaching and more... ...finances to better define, focus and realize their goals....SeniorWork at office
- Morgan Stanley is seeking a Wealth Management Associate to provide senior-level client service support for Financial Advisors and Private Wealth Advisors in a fast-paced environment in Miami. The role focuses on delivering an exceptional client experience, digital marketing...Senior
$128k - $252.5k
...Work you'll do As an Actuarial Senior Consultant on the Insights,... ...advising life insurance and annuity clients on actuarial modernization,... ...teams and senior leaders to support solution development, sales... ..., as well as through our own investments, commitments, and actions...SeniorLocal areaVisa sponsorship- 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- ...solutions to address clients’ unique business goals... ...career opportunity for a Senior Manager to join the... ...enjoyment and fun. We invest in a robust Total Rewards... ...expertise that supports a premium bill rate and... ...deliveryTimely complete duties associated with managing teams....SeniorWork at officeLocal areaRemote workFlexible hours
- ...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
$150k - $300k
Senior Talent & Business Solutions Consultant (Accounting & Finance)100%... ...limitsFull Desk Ownership - Control your clients, candidates, and dealsAccounting & Finance Focus - High-demand, high-margin... ...daysOptional Ramp SupportDraw or transition support available for the right...SeniorContract work- ...experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to support current clients and attract new assets. You will collaborate with specialists and connect clients across...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...
- ...Professional Resources is recruiting for an Associate Portfolio Manager in Fort Lauderdale to support the portfolio management team on financial strategies and client service. You will assist in asset... ...clients, and participate in Investment Committee observations during...
- ...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
- BCG Attorney Search in Miami, FL seeks an experienced litigation associate to join its team. The role involves significant case ownership, direct client interaction, and opportunities for growth within the firm. You will manage matters from inception to resolution, handle...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- A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication...SeniorFull time
$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
- Sanabria & Associates, PLLC is seeking a Senior Immigration Paralegal to support all phases of the immigration process. You will prepare and file forms with USCIS, liaise with clients and attorneys, and ensure timely case progression across family-based petitions, naturalization...Senior
- 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
$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- Leeds Professional Resources in Miami is seeking a Senior Registered Client Associate to support Financial Advisors and clients, handling service and account... ...accurate, compliant activity. The role requires investment knowledge and sound judgment in a regulated environment...Senior
$55k - $70k
...offers a salary between $55,000 and $70,000, along with comprehensive benefits including Paid Time Off, medical insurance, and a 401(k) plan. The ideal candidate will possess strong analytical skills and a knack for building client relationships. #J-18808-Ljbffr SR StaffingSeniorFull time- ...Miami, FL is seeking a Portfolio Manager focused on underwriting and portfolio management within Commercial Banking. You will support the Commercial Team and RMs, approving daily... ...activity within guidelines, and manage client portfolio lifecycle. Ideal candidates bring...
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