Senior Investment Advisor: Managed Accounts & Brokerage
Santander
Santander is seeking a Senior Associate Investment Advisor to deliver investment advice and grow client relationships in Miami, Florida. This role involves advising clients on investment strategies aligned with their goals and managing client conversations effectively. The ideal candidate should have over 10 years of experience in investment advisory, deep knowledge of brokerage products, and a strong focus on client engagement. This role is part of a transformative team committed to innovation and client-centric service. #J-18808-Ljbffr Santander
$80k - $95k
...Description Job Description: Title: Senior Account Manager - Commercial Lines Hybrid Preferred: 1-2 days in Columbia, SC office... ...industry ~ Thorough knowledge of insurance brokerage and client needs ~ Required active property & casualty...SeniorAccountsFor contractorsRemote work$107.12k - $160.68k
...Florida. This role involves performing reviews in support of the Office of Supervisory Jurisdiction, managing surveillance alerts, and reviewing new brokerage accounts. The right candidate will have relevant experience in the capital financial industry and require various...SeniorAccountsWork at office- ...from home. Role Overview: Senior Investment Associates are responsible... ...teams—performance reporting, accounting, trading, technology,... ...relationship tasks to allow portfolio managers to focus on their core... ...and Senior Investment Advisors, formulating recommendations...SeniorAccountsWork experience placementWork at officeWork from home
$123.25k - $145k
...Job Title Senior Project Manager, Project & Development Services Job Description Summary... ...and assignments for a particular client account, property portfolio, or large facility... ...Management and C&W components, including brokerage (work letter development), building operations...SeniorAccountsMinimum wageWork at officeFlexible hours$160k - $220k
...yes, then apply to join our Account Executive team in Florida!... ...cultivating relationships with senior-most client decision-makers in... ...Educates clients in risk management, risk transfer, market issues... ...depth knowledge of the insurance brokerage business and the assigned clients...SeniorAccountsFull timeTemporary workPart timeLocal area$102k - $120k
...Job Title Senior Operations Manager Job Description Summary The Senior Operations Manager... ...delivery across core functions including brokerage and administrative support,... ...teams, and build a strong culture of accountability, inclusion, and engagement across multiple...SeniorAccountsMinimum wageWork at officeLocal areaFlexible hours$80k - $110k
Vontobel Holding AG is seeking a Senior Client Associate / Office Manager for their Miami branch, focusing on client portfolio management and administration... ...ideal candidate will excel in client service, manage accounts from openings to transactions, and monitor compliance....SeniorAccountsWork at office$90k - $110k
Directive is hiring a Senior Account Strategist for Paid Media to manage client relationships and develop successful marketing strategies for SaaS businesses. The role involves overseeing paid media accounts, crafting client strategies, and optimizing advertising campaigns...SeniorAccountsRemote job$173.3k - $288.9k
...exceptional people. We deliver secure, reliable managed and advisory services across private,... ...of the Cox family of companies. The Senior Principal Client Partner is responsible... ...enterprise clients. This role is accountable for driving business value, revenue growth...SeniorAccounts- ...working from home. Role Overview Senior Investment Associates develop... ...teams (performance reporting, accounting, trading, technology, alternatives... ...tasks so that portfolio managers can focus on core... ...clients and Senior Investment Advisors; formulate proactive recommendations...SeniorAccountsWork experience placementWork at officeWork from home
- A leading affiliate marketing firm is seeking a Remote Senior Affiliate Manager to oversee publisher communications and drive growth. This full... ...skills. The ideal candidate will excel in managing existing accounts while also recruiting new partnerships. Competitive...SeniorAccountsRemote jobFull time
- Loud And Live is seeking a Senior Account Director in Miami, FL to lead strategic planning and execution for key client accounts. This onsite role involves ensuring high-level service and managing significant account relationships. The ideal candidate has over 9 years of...SeniorAccountsLive in
- Dormont Manufacturing Co is looking for a Senior eDiscovery Project Manager to lead eDiscovery initiatives for a Federal agency. The role requires... ...environment. Benefits include health insurance, 401k, and flexible spending accounts. #J-18808-Ljbffr Dormont Manufacturing CoSeniorAccountsFlexible hours
- A brand communications agency in Miami seeks an experienced Associate Vice President to manage high-priority accounts and lead strategic initiatives. The ideal candidate has over 9 years of experience in professional services or communications, with strong client management...SeniorAccountsRelocation
$160k
A leading digital advertising company is seeking a Senior Brand Sales Director to manage strategic accounts and drive revenue growth. The ideal candidate will have extensive experience in advertising sales, a proven track record of exceeding goals, and an entrepreneurial...SeniorAccountsRemote jobFlexible hours- Acrisure South Insurance Services, LLC is seeking a bilingual (English/Spanish) Senior Account Manager for its Commercial Lines team in Florida. This role involves serving as the primary contact for clients, managing insurance processing, and ensuring excellent customer...SeniorAccounts
- ...Manufacturing Co is looking for a skilled Data Analytics and Reporting Manager in Miami. This role involves leading a team of analysts,... ...work 4 days a week, offering benefits such as a 401(k) plan and flexible spending accounts. #J-18808-Ljbffr Dormont Manufacturing CoSeniorAccountsFlexible hours
- Insurance Office of America is seeking a Senior Account Associate to provide administrative and... ...and Central Time Zones, requires managing the workflow and ensuring quality standards... ...industry with a thorough understanding of brokerage clients. The job also offers...SeniorAccountsRemote jobWork at office
$100k - $250k
...startup. Everybody is an individual contributor, there are no middle managers or bureaucracy. You'll learn quick and get as much... ...sized property managers Running 1:1 demos and closing net-new accounts Managing a pipeline with velocityour sales cycle is short...SeniorAccountsImmediate start- ...GA Telesis is seeking an ambitious and self-motivated Senior Staff Accountant for our MRO business division based in Medley, FL. Reporting... ...Unit Controller, this position will play a pivotal role in managing our financial operations, ensuring accuracy, compliance, and...SeniorAccountsPermanent employmentWorldwide
$250k
...Senior Account Executive - New Logo North America is entering the largest infrastructure investment cycle in a generation, and the companies building and supplying it are running... ...What You'll Do Drive Revenue: Build and manage a pipeline of new logo opportunities...SeniorAccountsWork at office- CFA Institute in Miami is seeking a Senior Investment Associate to manage client relationships and support their investment needs. The role includes creating client presentations, developing custom investment portfolios, and evaluating performance relative to benchmarks...Senior
- ...Acerca del puesto Senior Sales Manager Location: Miami, Doral, FL Full-time | Leadership Role | Regional Scope About the Role... ...profitability, and commercial excellence while managing key strategic accounts and leading the Miami-based KAM team. If you are a...SeniorAccountsFull time
$40 - $44 per hour
Lead Accountant The Lead Accountant supports the monthly close process, prepares and reconciles key accounts, and manages large volumes of complex accounting data. This role focuses on ensuring the accuracy and integrity of financial information, generating reports used...SeniorAccountsFull timeContract workTemporary workRemote work- ...leading provider of AI-powered IT management and cybersecurity software,... ...centered around innovation, accountability, and results. We are a high-... ...and results-oriented Senior Account Manager to drive strategic... ..., and serving as a trusted advisor to key stakeholders. The...SeniorAccountsWorldwide
$79k - $131.5k
...Senior Territory Account Executive for the Mid-Market As a Senior Territory Account Executive for the Mid-Market, you will own the full business... ...outcomes within the Mid-Market space. You will create and manage sales opportunities with Sophos prospects and existing...SeniorAccountsContract work- ...address inquiries, provide updates on account activity, and offer support as needed.... ...attention to detail. Assist financial advisors in managing client portfolios, including account opening... ..., preferably in wealth management or investment advisory. Strong understanding of...SeniorAccountsWork at office
- ...proactive and reactive selling, maintenance and growth of key accounts and sales team development while utilizing skills as a strategic... ...directly with the Director of Sales and Marketing and General Manager in creating a clear and credible vision for the hotel sales team...SeniorAccountsWork at officeShift work
- ...The Senior Accountant will play a critical role in maintaining the financial health of the organization. This position involves overseeing and managing assigned general ledger accounts, ensuring accurate and timely completion of assigned tasks and/or projects, and providing...SeniorAccountsWork at office
- ...TITLE: Treasury Senior Analyst EMPLOYER:... ...REPORTS TO : Director of Accounting Operations LOCATION : Onsite... ...capital and third-party asset management solutions. Through our synergistic... ...activities — from managing investment custodian accounts and funding...SeniorAccountsFull timeWork visaMonday to Friday
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