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

Wealth Management Account Lead: Fiduciary & Estate Services

Quest Oracle Community

Northern Trust seeks an Account Manager (Partner) to maintain client relationships across fiduciary, estate, guardianship, and custody accounts. You will coordinate administration, respond to inquiries, and prepare reports with the Client Support Services Team. The role supports Wealth Management Advisors, handles service changes, and mentors junior staff. Strong communication, analytical and technical skills (e.g., PeopleSoft) are essential, with 5–7 years in financial services preferred, and a #J-18808-Ljbffr Quest Oracle Community

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Account Lead: Fiduciary & Estate Services in Miami, FL vacancy
  • Northern Trust is seeking an Account Manager (Partner) to maintain...  ...relationships across fiduciary, investment management, estate settlement, guardianship...  ...and custody accounts in a wealth management setting. You...  ...colleagues while upholding service #J-18808-Ljbffr 001 The... 
    Suggested

    001 The Northern Trust Company

    Miami, FL
    4 days ago
  •  ...global leader in innovative wealth management, asset servicing, asset management and...  ...clients using leading technology and exceptional service. The Account Manager (Partner) will...  ...administration of complex fiduciary, investment management, estate settlement, guardianship... 
    Suggested
    Full time
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Miami, FL
    5 days ago
  • Northern Trust is seeking an Account Manager (Partner) to maintain client relationships...  ...coordinate administration across fiduciary, investment management, estate settlement, guardianship and...  ...processing with the Client Support Services Team. The successful candidate will... 
    Suggested

    Northern Trust Corp

    Miami, FL
    1 day ago
  •  ...leader in innovative wealth management, asset servicing, asset management and...  ...sophisticated clients using leading technology and exceptional service. The Account Manager (Partner) will...  ...of complex fiduciary, investment management, estate settlement, guardianship... 
    Suggested
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Quest Oracle Community

    Miami, FL
    5 days ago
  •  ...global leader in innovative wealth management, asset servicing, asset management and...  ...clients using leading technology and exceptional service. The Account Manager (Partner) will...  ...administration of complex fiduciary, investment management, estate settlement, guardianship... 
    Suggested
    Work experience placement
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust Corp

    Miami, FL
    1 day ago
  •  ...property, casualty, risk management, life and health, employee...  ...benefits, investment and wealth management products and services. With over 21,000...  ...part due to our industry leading success in Mergers and Acquisitions...  ...options Health Savings Account funding 401k matching... 
    Full time
    Temporary work
    Work at office
    Local area

    HUB International

    Miami, FL
    5 days ago
  •  ...What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into... 
    Full time
    Work at office
    Remote work

    MBE CPAs

    Miami, FL
    1 day ago
  • $99k - $252.45k

     ...LevelManagerJob Description & SummaryThe OpportunityAs a Managed Services - Private ASR - Finance/Accounting Manager you will oversee accounting and finance...  ...and financial record management. As a Manager you will lead teams, coach staff, and drive assigned work through clear... 
    Full time
    H1b
    Work at office

    PwC

    Miami, FL
    3 days ago
  •  ...AM) Who are we?Amdocs helps the world’s leading communications and media companies deliver...  ...scale. We provide software products and services that embed intelligence into how work...  ...SummaryWe are seeking an experienced Category Manager to lead strategic sourcing activities... 
    Contract work
    Local area
    Worldwide

    Amdocs

    Miami, FL
    7 days ago
  •  ...clients recognize the value we add based upon our professional service and ability to advice and offer products for their needs....  ...are growing and looking for individuals in customer service /account management opportunities. #J-18808-Ljbffr THREE-J ENTERPRISES INC dba... 
    Work at office

    THREE-J ENTERPRISES INC dba FIRST SOLUTION INSURANCE

    Miami, FL
    3 days ago
  •  ...We are looking for a motivated and results-oriented Account Executive to join our FraudAction Services team at Outseer. In this role, you will be pivotal in...  ...English and Spanish, with Portuguese a plus. Ability to manage a full sales cycle and work under pressure of a quota... 
    Full time
    Remote work

    RSA Security

    Miami, FL
    4 days ago
  •  ...nation’s top professional services firms, CohnReznick creates...  ...organizations optimize performance, manage risk, and maximize value...  ...Manager to join the Real Estate team in our Client Accounting Advisory practice....  ...include but not limited to:Lead and oversee the Real Estate... 
    Work at office
    Local area
    Remote work
    Flexible hours

    CohnReznick

    Miami, FL
    4 days ago
  • $65k - $75k

    Senior Account Manager (Soccer Partnerships) (Financial Services Client) Location: Charlotte, North Carolina, United States of America, Los Angeles, California,...  ...Job Description: CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Weekend work
    3 days per week

    Interpublic Group

    Miami, FL
    2 days ago
  • HUB International is seeking a Personal Lines Service Account Manager to manage a book of insurance business with a focus on service quality, client satisfaction, and retention. You will collaborate with Account Managers, Producers, and carriers to ensure optimal coverage... 

    HUB International

    Miami, FL
    2 days ago
  • $63.7k - $133.4k

     ...Over our 80-year history, delivering excellent service through innovation has been a core part of our...  ...Job Description: The Marketing Events Account Lead is responsible for the operational planning, project management, and execution of assigned account events. This... 
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    Crowe

    Miami, FL
    4 days ago
  • Philips is seeking a Mobile Surgery Key Account Manager (MoS KAM) for South Florida. You will be the primary contact for Mobile Surgery decision makers, responsible for C-Arms and services, and you will identify, develop, and close opportunities in installed, competitive... 

    Philips

    Miami, FL
    5 days ago
  •  ...Industrial Real Estate Property Manager Manages tenant relations for industrial real estate properties...  ...providing management or maintenance services. Handles incoming maintenance...  ...approved work order system. Works with account payables to match up work orders with... 
    For contractors
    Work at office

    First Industrial Realty Trust

    Miami, FL
    4 days ago
  • $135k - $150k

    Our client is an independent accounting firm with multiple locations...  ...risk, and forensic advisory services for entrepreneurial, public,...  ...individual clients. Responsibilities Manage the entire accounting and...  ...annual financial statements Lead the preparation of the annual... 
    Local area

    Arrow Search Partners

    Miami, FL
    21 hours ago
  •  ...Miami seeks a Vice President of Private Wealth Sales to drive intermediary wealth channel...  ...insight and product solutions. You will manage a regional territory, build senior relationships...  ...The role requires 7+ years in financial services, fluency in Spanish and English, and... 

    Hamilton Lane Incorporated

    Miami, FL
    2 days ago
  • Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. The role focuses on driving non-deposit investment product sales, developing financial advisors... 

    Ocean Bank

    Miami, FL
    2 days ago
  • $70k - $80k

     ...Job Title: Client Services Supervisor Location: Miami, FL Type: Direct Hire Compensation...  ...between frontline staff and upper management to communicate needs, challenges, and...  ...including medical, dental, vision, spending accounts, life insurance, voluntary plans, as... 
    Full time
    Zero hours contract
    Work at office
    Local area

    System One

    Miami, FL
    5 days ago
  •  ...the Private Client Services (PCS) practice,...  ...and fastest growing accounting and advisory firms...  ...the flexibility to manage your days in...  ...State Individual and Fiduciary tax returns.Oversee...  ...servicesAbility to lead and manage engagements...  ..., fiduciary, estate and gift taxationPreferred... 
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    Miami, FL
    6 days ago
  • $15 - $18.69 per hour

     ...search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB...  ...future appointments. Manage the finances by maintaining accurate...  ...matters. Access our industry-leading resources, including free...  ...protection . Flexible Spending Accounts (FSA): Save on healthcare and... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours
    Shift work

    Banfield

    Coral Gables, FL
    3 days ago
  • $130k - $175k

     ...areas, our Private Client Services (PCS) practice. PCS...  ...How You Will Contribute Manage tax and consulting...  ...individual income tax, wealth transfer and succession...  ...day-to-day management of accounts to ensure delivery of timely...  ...proven experience leading others while managing multiple... 
    Part time
    Private practice
    Work at office
    Flexible hours

    Alvarez & Marsal

    Miami, FL
    3 days ago
  • 7Figures is a fast-growing agency delivering digital marketing services to medical and legal practices. We’re seeking a Full-Time Client Account Manager to own client relationships, drive strategy, and oversee campaigns end-to-end from a remote location. In this fully remote... 
    Remote job
    Full time

    7Figures

    Miami, FL
    4 days ago
  • $71.7k - $129.5k

     ...Employees enjoy multiple wealth-building opportunities...  ...your team in acquiring accounts within multiple...  ...Incumbent will sell products, services and solutions to gain new...  ...and generating leads and referrals. Incumbent...  ...Responsibilities:Under sales manager supervision, generates... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Miami, FL
    4 days ago
  • Brown & Brown is seeking an Employee Benefits Account Manager to join our Miami team. This role focuses on managing an assigned book of business, delivering client-facing service, renewals, and RFP support while collaborating with vendors and internal teams. The ideal... 

    Brown & Brown

    Miami, FL
    4 days ago
  •  ...oversee ongoing portfolio management, including the...  ...investment management, wealth planning, credit and banking...  ...loan and depository account maintenance and client...  ...Banking or Financial Services Bachelor’s Degree required...  ...Corporation is a leading regional financial... 
    Full time
    Temporary work
    Work experience placement

    First Horizon Bank

    Coral Gables, FL
    18 days ago
  •  ...the Private Client Services (PCS) practice,...  ...and fastest growing accounting and advisory firms...  ...the flexibility to manage your days in...  ...State Individual and Fiduciary tax returns. Oversee...  ...Ability to lead and manage engagements...  ...individual, fiduciary, estate and gift taxation... 
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    Miami, FL
    2 days ago
  • PNC Financial Services Group, Inc. in Kendall, Florida, seeks a Relationship Manager I in Business Banking to manage client relationships, drive revenue, and expand market share within a book of business. The role emphasizes collaboration and delivering the full spectrum... 
    Work at office

    PNC Financial Services Group, Inc.

    Miami, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Account Lead: Fiduciary & Estate Services. Be the first to apply!