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
- Fifth Third Bank is seeking a Senior Commercial Portfolio Manager in West Palm Beach, Florida. This role involves managing a complex portfolio of accounts, conducting credit analysis, and partnering with relationship managers to drive business development. Candidates should...Senior
$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
$72.88k - $109.32k
Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in West Palm Beach, Florida. In this role, you will build and strengthen relationships with affluent clients, anticipating their complex financial needs and providing tailored financial ...Senior- Mission Recruit is seeking a detail-oriented Senior Closing Coordinator in West Palm Beach, Florida. This role involves managing real estate transactions from contract to close, maintaining compliance, and coordinating communication with buyers, sellers, and lenders. The...SeniorContract work
$70k - $85k
Vultr is looking for a proactive, research-driven Senior Sourcing Specialist to build and scale talent pipelines for technical and operational hiring. You will partner with recruiters to engage high-quality passive candidates. The ideal candidate has 5+ years of experience...Senior- ...ideal candidate has a Bachelor's degree and at least 3 years of experience in sales or brand management, with skills in digital marketing being a plus. The position offers a hybrid work model and comprehensive benefits. #J-18808-Ljbffr Philip Morris International U.S.SeniorRemote job
- BDO USA is seeking a Senior Associate in West Palm Beach to deliver professional advisory services tailored for state and local government agencies. This role emphasizes regulatory compliance, financial management, and operational improvements. The ideal candidate will...SeniorWork at officeLocal area
- Responsibilities Kforce has a client in Juno Beach, FL that is seeking a Senior Insights & Analytics Strategist. This position serves as a key contributor on the team across a broad range of marketing research and analytics activities. A successful candidate will have...SeniorHourly payContract workWork at office
- ...Senior Portfolio Manager The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing... ...Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits...Senior
- Senior Commercial Portfolio Manager General Function The Portfolio Manager is a key member of the coverage team, managing transactions and business... ...in financial and risk analysis, including financial modeling. Demonstrated expertise in problem solving. Proficiency...SeniorWork at office
- ...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
$100k - $200k
...Position Overview We are seeking a highly skilled Sales Workshop Leader to join our Peak Performance Strategist (FSR) field sales team. In this traveling role you will sell Tony Robbins’ flagship "Unleash the Power Within" event to companies and teams nationwide. This...Live inRemote workWorldwide- ...involves sourcing and retaining customer relationships while ensuring a world-class customer experience. The candidate must manage a portfolio of high-value clients and collaborate with multiple business segments. Key qualifications include 5-8 years of experience in...Senior
- ...Card Program, based in West Miami, Florida. This role involves operational administration and marketing planning for the gift card portfolio to enhance customer loyalty and achieve optimal business results. The successful candidate will oversee the annual budget,...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
$85k - $115k
...Stands Out Work with a top private investment firm with diverse portfolios in automotive, real estate, manufacturing, investments, and... ...contributor in the finance function Key Responsibilities Of The Senior Accountant Perform bank reconciliations for multiple brokerage...SeniorImmediate start- ...role involves overseeing technology due diligence, construction readiness, and project controls across a significant gas generation portfolio. Candidates should have 12+ years of experience in energy or large capital construction projects, with deep expertise in project...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- ...Our client is a privately held organization managing a diverse portfolio of high-end residential properties across the United States. With... ...enduring value across all assets. About the Position The Senior Director of Construction is a highly visible leadership role...SeniorContract workFor contractorsWork at officeRemote work
- ...candidate holds a Bachelor's degree and has 5-8 years of banking experience. Key responsibilities include managing high-value client portfolios and collaborating with various internal teams to enhance client satisfaction and business growth. Citi offers competitive...Senior
- ...Property Manager for its North Palm Beach office. The ideal candidate will oversee the operational and physical condition of a diverse portfolio of commercial properties, acting as the primary contact for tenants to ensure high service standards. Responsibilities include...SeniorWork at office
- 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
- 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
$80k
...families in West Palm Beach, FL. This role plays a pivotal part in lead generation and increasing move-ins to senior living communities. You will maintain a portfolio of healthcare accounts and drive relationships within the senior living sector, aiming to exceed your...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- ...North Palm Beach, FL. The role involves nurturing relationships with high-revenue organizations to drive mutual growth and enhance portfolio quality. Qualified candidates should have 6-8 years of experience and be adept at financial analysis and credit decision-making....Senior
- Linde in West Palm Beach, Florida, is seeking a Communications Specialist to lead communication strategies aligned with business goals. Responsibilities include creating engaging multi-channel content and developing strategies for audience engagement. The ideal candidate...
$160k
...an energy storage market leader, with a market-leading 10+ GW portfolio across more than 25 states that will transform North American electric... ...and personal growth-focused professionals. We are seeking a Senior Project & Commissioning Engineer to join the Engineering,...SeniorContract workFor contractorsRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior SMA & Model Portfolio Strategist. Be the first to apply!
- strategist West Palm Beach, FL
- investment strategist West Palm Beach, FL
- design strategist West Palm Beach, FL
- technology strategist West Palm Beach, FL
- media strategist West Palm Beach, FL
- communications strategist West Palm Beach, FL
- senior brand strategist West Palm Beach, FL
- business strategist West Palm Beach, FL
- strategy consultant West Palm Beach, FL
- senior broker West Palm Beach, FL


