Senior Investment Associate: Client-Focused Investment Ops
The Northern Trust Company
A financial services provider located in Miami seeks a Senior Investment Associate to support Portfolio Advisors and client service teams. This position involves preparing client materials, coordinating meeting logistics, and providing operational support. Ideal candidates should have 2–3 years in investment operations and strong communication skills. A Bachelor’s degree in a relevant field is essential, along with proficiency in Excel and a solid understanding of financial markets. This is an office-based role fostering collaboration and effective client service. #J-18808-Ljbffr Northern Trust
- Northern Trust Corp is seeking a Senior Investment Associate in Miami, FL, to develop relationships with clients and support various investment management tasks. The successful candidate will create client presentations, assist in portfolio management, and ensure compliance...Senior
- A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment...SeniorFull timeWork at office
- ...established financial institution in Miami, is seeking a Senior Investment Associate. The successful candidate will develop relationships with internal teams and handle client-related tasks, allowing portfolio managers to focus on their core responsibilities. This role...Senior
- 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
- Larch Capital Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client onboarding, investment recommendations, and maintaining management systems. The ideal candidate should...Senior
- ...serve the world’s most sophisticated clients using leading technology and exceptional... ...and working from home. Role Overview Senior Investment Associates develop relationships with internal... ...tasks so that portfolio managers can focus on core responsibilities. Key...SeniorWork experience placementWork at officeWork from home
- InforCapital, partnership, seeks a Sr. Direct Private Investment Associate in Miami, Florida. This role is pivotal in developing a new... ...direct private investment capability for ultra-high-net-worth clients, focusing on analyzing pre-IPO and growth-stage investments. Ideal...Senior
- ...serve the world's most sophisticated clients using leading technology and exceptional... ...working from home. Role Overview: Senior Investment Associates are responsible for developing... ...tasks to allow portfolio managers to focus on their core responsibilities. Core...SeniorWork experience placementWork at officeWork from home
- ## Senior Investment AssociateApplylocations: Miami, FL: Boca Raton, FLtime... ...world’s most sophisticated clients using leading technology and... ...home.### ### Senior Investment Associates are responsible for... ...allow the portfolio manager to focus on their responsibilities.###...SeniorWork experience placementWork at officeWork from homeFlexible hours
- # Sr. Direct Private Investment AssociateSantander USSenior AssociatePrivate... ...matching "Private Equity / Senior Associate jobs in Miami, United States... ...-worth and high-net-worth clients. As Sr. Direct Private... ...from the ground up.The role focuses on pre-IPO companies, growth...Senior
- ...seeking a Financial Advisor in Miami Beach, FL to provide financial planning guidance and investment management solutions. In this role, you will be the primary contact for TD Wealth clients and ensure a comprehensive onboarding experience, managing client relationships, and...
- Daybright Financial is seeking a Senior Client Service & Operations Lead to join their team in Miami. This role involves owning the daily execution of account servicing and operational controls, providing mentorship to a junior team member, and managing custodial workflows...Senior
$55k - $70k
...offers a salary between $55,000 and $70,000, along with comprehensive benefits including Paid Time Off, medical insurance, and a 401(k) plan. The ideal candidate will possess strong analytical skills and a knack for building client relationships. #J-18808-Ljbffr SR StaffingSeniorFull time- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...
- JPMorgan Chase is looking for a Private Client Investment Associate in Miami, Florida, who will support Advisors by providing client service and operational marketing. Key responsibilities include managing account openings, trades, and fostering client relationships. Applicants...
$60.8k - $93.6k
...organization, Publicis Groupe partners with its clients across communication, media, data and... ...,000 professionals. Job Description The Senior Client Reporting Analyst reports directly... ...that we do as an organization. We are focused on fostering belonging and creating equitable...SeniorTemporary workFreelanceFlexible hours$127.5k - $220k
...prominent financial services institution in Miami is looking for an experienced Senior Advisor AIS. This role involves providing trading execution and active advisory services to professional clients. The ideal candidate will have 7-10 years of relevant experience, strong...Senior- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...Portuguese ~3+ years of experience in the investment management industry Preferred... ...their wealth or finances to better define, focus and realize their goals....SeniorWork at office
- ...National Bank of Florida, we invest in our people and the communities... ...Banking Relationship Manager Senior, you’ll be the primary advisor for high-value corporate clients, driving business development... ...and deepening existing ones, focusing on strategic guidance, cross‑selling...SeniorWork at office
$110k - $215k
...This position is responsible for expanding client relationships by identifying... ...deepen existing relationships. The primary focus is on advising clients on their financial... ...product lines with a strong emphasis on Investment Products Leads complex investment opportunities...Shift workDay shift- Truist in Miami is looking for a primary relationship advisor for high net worth clients. You will develop client relationships through needs-based service and deliver the full suite of Truist Wealth solutions. The role requires strong sales and relationship management...Senior
$220k - $350k
Deutsche Bank AG is seeking an Investment Manager in Miami, a key role within Wealth Management that helps clients on investment strategies and asset allocation. This position offers a hybrid working model and extensive career benefits in a diverse environment. The ideal...Senior- ...services to the world’s most successful individuals, families, and institutions. Senior Investment Associate The Senior Investment Associate partners closely with Portfolio Advisors and client service teams to deliver proactive, high‑quality service to high-net-worth...SeniorWork experience placementWork at officeFlexible hours
$64.2k - $116.4k
...’s fast-changing world, our clients’ needs are increasingly complex... ...margin improvement and investment decisions. The opportunity... ...Business Advisor (EBA) – Senior Associate role, you will be an experienced... ...needed, in order to provide focused advice. Ability to adapt...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$81.6k - $122.4k
...seeking a seasoned professional in Miami for a role focused on improving processes within their Banking, Credit, and Investments platform. The ideal candidate will possess... ...with sales teams and ensuring high-quality client service. The salary range is between $81,600 and...SeniorFull time$63k - $95k
K&L Gates LLP incorporated is seeking a Senior Desktop Support Specialist in Miami, FL to provide desktop support across its offices. The role requires managing escalated issues, excellent communication skills, and the ability to interact effectively with end users. Ideal...Senior$200k - $225k
Willis Towers Watson is seeking a Senior Client Advocate in Miami, Florida. This role involves strategic relationship management and focuses on providing tailored solutions for Healthcare clients. The successful candidate will have a minimum of 10 years in commercial Property...Senior$110k - $215k
...in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing... ...experience managing high-net-worth clients, with expertise in investment products and a strong ability to build partnerships. This role...Senior$80k - $110k
Vontobel Holding AG is seeking a Senior Client Associate / Office Manager for their Miami branch, focusing on client portfolio management and administration. The ideal candidate will excel in client service, manage accounts from openings to transactions, and monitor compliance...SeniorWork at office- JPMorgan Chase & Co. in Miami is seeking an Investment Professional to provide integral support to the U.S. Private Bank, managing client relationships and executing trades. Ideal... ...in financial services, with a strong focus on client interaction. Key responsibilities...
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