Senior SMA & Model Portfolio Strategist
$140k - $150kCFA Institute
CFA Institute is searching for an experienced investment professional to drive asset growth and SMA adoption. Candidates must possess strong asset management expertise and knowledge of advisor distribution channels. The ideal candidate has 5–10+ years of relevant experience, a Bachelor’s degree, and proven investment presentation skills. The role offers a base salary between $140,000 and $150,000, with additional benefits including a potential annual bonus, hybrid work model, and corporate wellness programs. #J-18808-Ljbffr CFA Institute
$140k - $150k
...leading macro‑driven, multi‑asset investment and asset allocation team. This team specializes in delivering differentiated model portfolios and SMA solutions grounded in top‑down economic research and disciplined portfolio construction. This role will play a critical...Suggested$150k - $200k
...financial strategies firm in Florida seeks a candidate proficient in quantitative research and programming for a role supporting Portfolio Managers. Responsibilities include implementing quantitative trading strategies and managing research tools. Ideal applicants will...Senior- Goldman Sachs Asset & Wealth Management seeks a driven portfolio solutions professional to support PWM, Ayco, and TPW in West Palm Beach. You will participate in client meetings, discuss market views, and provide performance analysis and strategic insights. The role emphasizes...Suggested
$120k - $140k
GoodLeap is seeking a Senior Pricing Analyst to build and maintain pricing models for solar, storage, and home improvement financing. You will ingest tariff data, analyze TOU and riders, and translate market research into pricing decisions to improve win rate, profitability...Senior- PNC Financial Services seeks a Senior Estate Settlement Advisor for its Private Bank, handling complex fiduciary duties and estate administration. The role requires deep expertise in estate settlements, tax considerations, and client relationship management. The position...SeniorBank staffWork at office
- ...Montreal in West Palm Beach, FL seeks a Wealth Sales & Service professional to deliver expert lending support and enhance client portfolios. You will provide tailored credit analysis, underwriting, and ongoing monitoring for a diverse book of accounts. The role emphasizes...Senior
- Leeds Professional Resources is recruiting a senior property accountant to join a growing commercial real estate investment firm in West... ...role reports to the controller and oversees accounting for a portfolio of properties, with opportunities for career advancement....Senior
- BMO Financial Group, a leading banking institution in the United States, seeks a seasoned banking professional to manage lending portfolios, analyze risk, and support strategic initiatives. You will coordinate with deal teams, perform credit analysis, and deliver insights...Senior
- BMO Financial Group seeks an experienced credit professional to manage lending and deposit portfolios, provide expert analysis, and support relationship managers across wealth clients in the U.S. This role emphasizes underwriting, funding, portfolio monitoring, and client...Senior
- BMO Financial Group in the United States is seeking an experienced credit professional to manage lending portfolios, analyze credit risk, and support relationship managers. This role focuses on underwriting, funding, and monitoring credit facilities for a diverse client...Senior
- Related Ross is seeking a Senior Accountant to join the Commercial Accounting group in West Palm Beach. You will handle daily accounting... ..., month-end close, and financial reporting for our real estate portfolio across retail, office, and other properties. You will analyze...SeniorWork at office
- Kforce Inc is seeking an experienced communications professional to lead the development and delivery of internal and external communication materials. You will collaborate with cross-functional teams to translate business objectives into clear messages and ensure consistency...Senior
- Responsibilities Related Ross is seeking a Senior Accountant to join the Commercial Accounting group. The Commercial Accounting group... ...responsible for the daily accounting operations of our commercial portfolio covering retail, office, condominium associations, restaurant...SeniorWork at officeFlexible hours
- ...Description Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing...SeniorWork at office
$74k - $138k
...9/27/2026 Address: 777 S Flagler Drive Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers...SeniorPart timeLocal area$70k - $140k
...to join our team as an Associate Wealth Strategist. This role sits at the heart of the client... ...relationship, working closely alongside senior wealth strategists to deliver... ...relationships through regular communication, portfolio reviews, and proactive check‑ins. Assist...For contractorsWork at officeFlexible hours- ...Bank of America in West Palm Beach, FL is seeking an experienced commercial banking professional to manage a portfolio of high‑revenue clients and prospects. You will serve as trusted advisor, coordinate with Investment Banking, Foreign Exchange, and Wealth Management...Senior
- ...Bank of America in West Palm Beach is looking for a Credit Officer I/II to manage a diverse portfolio of middle market clients across Florida, providing integrated debt capital solutions. Candidates should have over 10 years of experience in commercial banking and strong...Senior
- ...Now Hiring a Communications StrategistThe Communications Strategist plays a vital role in managing both internal and external communications for the organization. This position is responsible for creating and deploying surveys, developing scripts, emails, flyers, press...Work experience placementImmediate startShift work
- Leeds Professional Resources is seeking a Senior Property Accountant for a growing property commercial real estate investment firm. This... ...role reports to the controller and oversees accounting for a portfolio of commercial properties, with strong opportunities for career...Senior
- Ibis Recruiting seeks a Senior Corporate Finance Analyst to join a market-leading real... ...investment platform that owns an extensive portfolio of infrastructure assets across the... ...Banking Analysts/Associates with strong modeling skills and a desire to move into an ownership...Senior
- Century Arms in West Palm Beach, Florida is seeking a Director of Product Management to drive product portfolio creation and strategy for assigned segments. This role involves conducting market research, overseeing product lifecycle management, and leading cross-functional...Senior
$130k - $220k
...Recommendation Systems) to build the personalization engine behind our portfolio of brands. You’ll design, deploy, and scale ML systems that... ...experience for millions of users daily. You’ll own the modeling, feature engineering, data pipelines, and experimentation that...SeniorFull timeRemote work$160k - $220k
...WHO ARE WE? Launch Potato is a digital media company with a portfolio of brands and technologies. As The Discovery and Conversion Company... ...personalization and optimization. You'll develop and deploy models that understand user preferences, optimize content discovery,...SeniorFull time- TD Bank in Orlando, FL seeks a Relationship Manager III to service large and complex commercial portfolios, delivering customized financial solutions across financing, cash management, and advisory services. You will originate and monitor loans, grow the portfolio, and...Senior
- ...properties across a territory from Boca Raton to Vero Beach. The role requires driving new business and renewals, managing large portfolios, and collaborating across teams to deliver tailored solutions. The position emphasizes strategic selling, stakeholder management,...Senior
- Daley And Associates, LLC in West Palm Beach is seeking a Senior Accountant to join its growing real estate accounting team in a hybrid... ...finance and operations on a premier commercial real estate portfolio, with opportunities for growth and strong leadership. #J-18808...Senior
- ...reporting. The role emphasizes accuracy, timely capital calls and distributions, and collaboration with the investment team to support portfolio management. The ideal candidate has 5-7 years in fund accounting, a strong grasp of accounting principles, and proficiency in...Senior
$95k - $110k
Daley And Associates, LLC is hiring a Senior Accountant in West Palm Beach. This role involves... ...operations for a diverse commercial portfolio and supporting financial reporting across... ...GAAP. The position offers a hybrid work model and a competitive salary range of $95K-$1...Senior- Metropolitan Commercial Bank, recently expanding to Florida, seeks an accomplished Commercial Lending professional to develop and manage a portfolio of high-quality C&I loans. You will originate new business, underwrite transactions, structure deals, and close loans while...SeniorRemote job
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