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
- Janus Henderson AAA CLO ETF is seeking an experienced professional to drive model portfolio adoption among financial advisors. This role is pivotal in supporting new business development through ongoing engagement, acting as a key investment resource. The ideal candidate...Suggested
$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- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Palm Beach, FL. PNC is an in-office company that fosters a...SeniorFull timeTemporary workPart timeWork experience placementWork at office
- Centennial-Bank in West Palm Beach, FL is seeking an experienced loan Officer to manage a commercial loan portfolio. You will interview applicants, assess credit history, review collateral, and authorize or recommend loan approvals within policy limits. The role emphasizes...Senior
- Fifth Third Bank, N.A. is seeking a Senior Commercial Portfolio Manager in West Palm Beach, Florida. This role involves managing a portfolio of accounts, making credit recommendations, and collaborating with clients and analysts. The ideal candidate will have a Bachelor...Senior
- NextEra Energy, Inc. is seeking an Insurance Portfolio Investment Analyst in North Palm Beach, FL. The role involves supporting the management of the insurance company's investment portfolio, focusing on analysis and operational support. Ideal candidates will have a Bachelor...
- ...Palm Beach, FL; Boca Raton, FL; Fort Lauderdale, FL SUMMARY The Portfolio Manager assists in the assessment of risk and management of the... ...Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits...Senior
- GENERAL FUNCTION The Portfolio Manager is a key member of the "coverage team", managing transactions... ...and risk analysis, including financial modeling. Demonstrated expertise in using... .... Some travel required. JOB TITLE Senior Commercial Portfolio Manager LOCATION Fort...SeniorWork at office
- ...Beach, FL; Boca Raton, FL; Fort Lauderdale, FL SUMMARY The Portfolio Manager assists in the assessment of risk and management of the... ...Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits...Senior
- 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 officeLocal areaFlexible hours
- Responsibilities Define and maintain the project portfolio aligned with organizational strategy Ensure standardized project management methodologies... ..., and audit requirements Nice to Have Skills Engage with senior leadership and stakeholders to communicate portfolio status...Senior
- ...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
$150k - $200k
..., futures, currencies and options. Job Responsibilities (include, But Not Limited To The Following) Support Portfolio Managers with alpha research, modelling, portfolio construction, optimization, and implementation of quantitative trading strategies. Build and maintain...Casual workFlexible hours- Reyes Beverage Group in West Palm Beach, FL seeks a dynamic Sales Account Manager to drive the Spirits and Wine portfolio by partnering with suppliers and customers to execute commercial plans and build strong on- and off-premise accounts. The role requires 3-4+ years of...
- ...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
- ...business mastery and personal achievement systems. We are seeking a highly skilled Sales Workshop Leaders to join our Peak Performance Strategist (FSR) field sales team. In this role, you become the face of the Tony Robbins brand across the U.S. In this role, selling Tony’s...Odd jobLive inWorldwide
- Alvarez & Marsal seeks a Senior Director, Supply Chain - Distribution & Logistics to lead major engagements for private equity-backed portfolio companies across the United States. You will design and implement supply-chain improvements spanning manufacturing, warehousing...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
- Bank of America is seeking a skilled business banking professional in West Palm Beach, Florida, to manage a diverse portfolio of clients with revenues between $20 million and $50 million. Your primary responsibility will include delivering financial advisory services and...Senior
$160k - $199k
Australia-Employment, located in West Palm Beach, seeks a Senior Tax Manager to handle an existing portfolio of high-net-worth clients, ensuring their tax compliance and management during the busy season. The ideal candidate will have over 7 years of experience, a CPA...Senior- ...Senior Electrical Engineer (Hybrid) Leading national engineering firm, consistently recognized among the top multidisciplinary firms... ...for six consecutive years. With a very diverse project portfolio, they are looking for someone for their growing Healthcare sector...SeniorWork at officeRemote workFlexible hours3 days per week
- BDO USA is looking for a Senior Business Process Lead - PPM in West Palm Beach, Florida. In this role, you will serve as the business process owner for the Project Portfolio Management workstream. You will collaborate with finance and IT stakeholders to define requirements...Senior
- New Edge Associates a Talent Acquisition Firm is seeking a senior-level role to serve as the primary advisor and relationship manager... ...estate investors, overseeing transactions from prospecting to portfolio management. The ideal candidate will have extensive commercial...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- ...technical updates into executive summaries, manage risk, and drive cross-functional resolution with vendors and partners. Ideal candidates have 10+ years of PM experience in infrastructure and strong experience with portfolio planning tools. #J-18808-Ljbffr INSPYR SolutionsSeniorRemote job
- ...Management in West Palm Beach, Florida. This pivotal role focuses on leading strategy and execution for their commercial real estate portfolio. The successful candidate will partner closely with executive leadership and drive asset-level performance while overseeing...Senior
$60k
Quant Researcher Position Overview Research and implement strategies within the firm's automated trading framework. Analyze large data sets using advanced statistical methods to identify trading opportunities. Develop a strong understanding of market structure of various...- ...Palm Beach, FL 33401 **Position Type:** Full TimeSUMMARY In support of the university’s mission and objectives, the Procurement Strategist serves as the university’s strategic sourcing and spend management resource, responsible for optimizing procurement expenditures...Contract work
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