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

Senior Licensed Trader & Investment Operations Leader

Singer Wealth

Singer Wealth in Boca Raton, Florida is looking for a Senior Licensed Trader/Investment Operations Manager to manage trading and investment operations. This role involves ensuring efficient execution of trades, overseeing portfolio rebalancing, and working closely with Financial Advisors on investment strategies. The ideal candidate should have a Series 65 License, possess advanced Excel skills, and have at least 2 years of relevant experience in financial management. A strong aptitude for technology and analytical tasks is essential. #J-18808-Ljbffr Singer Wealth

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Licensed Trader & Investment Operations Leader in Boca Raton, FL vacancy
  • $100k

    Senior Licensed Trader & Investment Operations Manager Singer Wealth Advisors , a growing independent Registered Investment Advisor (RIA) based in Boca Raton, Florida, is seeking a Senior Licensed Trader / Investment Operations Manager to join our team. This is a key investment... 
    Suggested
    Flexible hours

    Singer Wealth

    Boca Raton, FL
    1 day ago
  • $150k

    Campbell Property Management in Boca Raton seeks a Senior Licensed Community Association Manager to oversee a large-scale HOA community...  ...an experienced HOA professional with strong leadership and operational skills. Responsibilities include budget management, compliance... 
    Senior
    Full time

    Campbell Property Management

    Boca Raton, FL
    4 days ago
  • Jushi in Boca Raton, Florida is looking for an experienced IT Network & Operations Manager to oversee enterprise network architecture and ensure network reliability and security across multiple sites. The ideal candidate should have 8-10 years of experience in IT infrastructure... 
    Senior

    Jushi

    Boca Raton, FL
    3 days ago
  • Jushi Holdings Inc. is seeking a Manager of IT Network & Operations in Boca Raton, Florida. This role is critical in ensuring network reliability and security, managing IT infrastructure across multiple locations. Candidates should have 8-10 years of experience in IT infrastructure... 
    Senior

    Medium

    Boca Raton, FL
    4 days ago
  •  ...Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud...  ...20 years. We are recruiting for a Senior Wealth Advisor to join our expanding...  ...degree in Finance or similar. ~ Series 65 license highly preferred. ~ CFP® designation... 
    Senior
    Local area

    Mesirow

    Boca Raton, FL
    2 days ago
  •  ...Position Overview Senior Manager in Wealth Tax – Trusts & Estates, serving as a senior technical and client-facing leader advising high-net-worth individuals and families on complex...  .... Collaborate closely with attorneys, investment advisors, and estate planners to... 
    Senior
    Local area

    Berkowitz Pollack Brant Advisors + CPAs, LLP

    Boca Raton, FL
    1 day ago
  •  ...civil engineering firm located in Deerfield Beach, Florida, is seeking a Licensed Surveyor and Mapper to manage a variety of projects. This full-time role involves overseeing field and office operations, scheduling crews, and ensuring project deadlines are met. The ideal... 
    Senior
    Full time
    Work at office

    RADISE International

    Deerfield Beach, FL
    3 days ago
  • $70k

     ...The Senior Wealth Advisor SAFE Act is a seasoned professional role...  ...recommendations and provide investment advice to clients through a select...  ...Regulatory and Compliance operating procedures Ensure that KYC/...  ...Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position... 
    Senior
    Full time
    Work at office

    Citigroup Inc

    Boca Raton, FL
    19 hours ago
  •  ...Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boca Raton, FL. The ideal...  ...restructuring of businesses. Understanding of U.S. real estate investments by non‑U.S. persons. Benefits Hybrid work environment with remote... 
    Senior
    Remote work

    BCG Attorney Search

    Boca Raton, FL
    2 days ago
  •  ...client service. We also make a significant investment in training and professional development...  ...accounting is required. Active CPA license Minimum 7-10 years public accounting...  ...joining a firm-you're joining an industry leader. Of those surveyed, 98% of our... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Cerity Partners

    Boca Raton, FL
    11 days ago
  • $50 - $60 per hour

     ...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Parkland, FL
    more than 2 months ago
  • Jushi Holdings Inc. is seeking a Manager of IT Network & Operations in Boca Raton, Florida. In this role, you will oversee enterprise network architecture, ensuring reliability and security across all sites. Responsibilities include managing third-party vendors, enforcing... 
    Senior

    Jushi Holdings Inc.

    Boca Raton, FL
    2 days ago
  • Janney is seeking a Branch Operations Manager for its Boca Raton office. This role involves overseeing client activities, ensuring compliance...  ...should have a relevant diploma and Series 7, 9, and 63 licenses. The ideal applicant will thrive in a fast-paced environment and... 
    Work at office

    Janney

    Boca Raton, FL
    3 days ago
  • AEG Vision in Boca Raton, Florida, is seeking a Licensed Practice Manager to oversee the location's business operations and ensure outstanding patient service. This role involves team development, sales improvement, and operational excellence. Ideal candidates should have... 

    AEG Vision

    Boca Raton, FL
    1 day ago
  • A financial services firm in Boca Raton is seeking a Branch Operations Manager to oversee operational efficiency and compliance at the...  ...years of experience in the financial services industry. Required licenses include the SIE and Series 7, 9 & 10. This role offers... 
    Home office

    BBF Wealth

    Boca Raton, FL
    1 day ago
  •  ...Senior Private Banking Relationship Manager (Palm Beach & Broward...  ...including asset allocation, investment management, wealth planning,...  ...Series 7, 66 and Insurance licenses preferred Proactive, takes...  ...subsidiary First Horizon Bank operates in 12 states across the southern... 
    Senior
    Temporary work
    Work experience placement
    Local area

    First Horizon

    Boca Raton, FL
    19 hours ago
  •  ...Licensed Insurance Executive - State Farm Experience Required Bob Wylin State Farm Agency is seeking an experienced, licensed insurance professional to join our team in Florida. This role is ideal for a semi-retired insurance account executive or seasoned State Farm... 
    Full time
    Part time
    Work at office
    Flexible hours

    StaffMyAgency LLC

    Boca Raton, FL
    1 day ago
  •  ...affordable Medicare Health Plans. Our agents are licensed in over 30 states and work with the...  ...and mission of the organization and Senior Market Sales by serving on relevant internal...  ...and local laws, wherein the Company operates; Performs other duties as assigned.... 
    Work at office
    Local area
    Flexible hours

    Alliant Insurance Services

    Boca Raton, FL
    10 hours ago
  • Bank of America is seeking an experienced investment advisor in Boca Raton, Florida, specializing in high-net-worth clients. The successful candidate will develop personalized investment strategies, manage portfolios, and ensure client retention through exemplary service... 
    Senior

    Bank of America

    Boca Raton, FL
    4 days ago
  • $70k

    Citigroup Inc. is looking for a Senior Wealth Advisor in Boca Raton. This role requires at least 5 years of experience in financial services...  ...on building relationships with clients and providing tailored investment advice. The position demands strong analytical abilities and... 
    Senior

    Citigroup Inc.

    Boca Raton, FL
    2 days ago
  • $100k

    Overview Now Hiring: Licensed Life & Health or Health Insurance Agents Location: Boca Raton, FL (Onsite & Remote Opportunities Available...  ...to long-term success Professional, ethical, and able to operate in a compliant and client-focused manner Location Details Onsite... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Remote work
    Work from home
    Flexible hours

    SAFE GUARD INSURANCE GROUP LLC

    Boca Raton, FL
    10 hours ago
  • UBS is looking for an experienced leader in Boca Raton for an Administrative Manager role. You will manage the operations team, oversee cost management, and ensure employee compliance with training and regulatory standards. Ideal candidates have 7+ years in financial services... 
    Senior

    UBS

    Boca Raton, FL
    1 day ago
  • $25 per hour

     ...Boca Raton, Florida is seeking an Experienced Health Insurance Sales Agent for a full-time, onsite position. This role requires a licensed agent to assist individuals with Affordable Care Act enrollments and educate clients on additional insurance options. The compensation... 
    Hourly pay
    Full time

    Worxweb Solutions

    Boca Raton, FL
    3 days ago
  • $700 per week

     ...calls, helping members retain their coverage, and conducting annual reviews. Essential qualifications include a valid Health Insurance License and experience in customer service. The position offers a base salary of $700/week plus commission, with the potential to earn over... 
    Full time

    Better Health Plans LLC

    Deerfield Beach, FL
    19 hours ago
  • $160k - $220k

     ...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach Gardens, FL Title: Tax Senior Manager, Private...  ...tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns. Build and... 
    Senior
    Full time

    Anchin

    Boca Raton, FL
    4 days ago
  • 2Twelve Recruiting, LLC is seeking a Senior Electrical Engineer for their Deerfield Beach office. This role offers a hybrid work schedule...  ...in Electrical Engineering and a Professional Engineering (PE) License, with over 10 years of experience in the A/E industry. #J-1880... 
    Senior
    Work at office
    Remote work
    3 days per week

    2Twelve Recruiting, LLC

    Boca Raton, FL
    2 days ago
  •  ...consumer banking and credit, corporate and investment banking, securities brokerage, and...  ...internally with retail branch partners, operations, community business development officers...  ...with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain... 
    Local area

    Citigroup

    Boca Raton, FL
    19 hours ago
  • $100k - $125k

     ...while staying closely connected to a high-performing team We invest in our people with long term career advancement- Ongoing market...  ...Required Qualifications: ~ Active State Property & Casualty license and/or Surplus Lines license ~5+ years of wholesale insurance... 
    Senior
    Full time
    Contract work
    Work experience placement
    Immediate start
    Remote work
    Shift work

    Ryan Specialty

    Boca Raton, FL
    4 days ago
  •  ...Atlantic Aviation FBO Services, Inc. is seeking an Operations Manager for our Boca Raton location. This key role involves managing all operational staff to ensure compliance with safety standards and delivering exceptional customer service. The ideal candidate will have... 
    Work at office

    Atlantic Aviation FBO Services, Inc.

    Boca Raton, FL
    2 days ago
  • $190k - $250k

     ...utilisation, scenario modelling, investment cases. Proactively surface...  ...across NAmer financial operations including tax, statutory filings...  ...experience with at least 5 years in a senior leadership role. Professional...  ...-negotiable. Proven finance leader with experience as a regional... 
    Senior
    Full time

    Brainlabs

    Boca Raton, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Licensed Trader & Investment Operations Leader. Be the first to apply!