SB Financial Services Manager jobs in Bronx, NY

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Entry Level - Financial Services
  • Mid-Large Asset Manager
  • New York, NY FULL_TIME
  • Entry Level Institutional Service / Sales Analyst

    Premier/ Boutique Asset Manager seeks an Entry Level Institutional Service / Sales Client Analyst (s) that will be responsible for providing investment capabilities to clients domestically and around the globe with a focus on registered investment advisors (RIA), endowments, foundations, family offices, high-net-worth families and trust companies.

    The group is seeking sharp fast track individuals to assist with developing new business opportunities, territory management and ongoing client service and some follow up sales.

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    •Manage the day-to-day maintenance of individual client accounts by liaising with portfolio management, trading, operations, legal/compliance and other internal teams, along with external parties including client’s attorneys and accountants

    •Liaise with custodians regarding daily transactions and process client distributions in a timely manner

    •Proactively address the specific needs of clients and service all relationships through account onboarding , portfolio reviews, performance reporting, asset movement and overall account maintenance

    •Deepen knowledge of investment products across equities, fixed income and alternative investments, including separately managed accounts, mutual funds, hedge funds and collective trusts

    •Maintain and organize client information, spearhead annual KYC process and coordinate periodic client meetings

    •Contribute to the overall efficiency of the team by fielding inbound client inquiries, maintaining team schedules and handling other relevant

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    Desired Qualifications/Required Knowledge & Skills:

    •1-4 years of experience in a financial sales / service environment. Financial Advisors / Planners are encouraged to apply. Asset management experience is a plus

    Entry Level Candidates (May / June Grads 2023 ) are welcome to apply with related internships in financial services (retail brokerage) or asset management.

    •Proven record of academic achievement, concentration in Finance, Business Administration, or Marketing preferred

    •Keen understanding of sales / service and marketing process

    •Good analyst / analytical quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and explain that information to an audience

    •Self-starter with strong attention to detail and follow-through

    •Ability to think independently and formulate sound conclusions

    •Proven ability to multi-task

    •Excellent writing/editing skills

    •Strong verbal communications skills and comfort engaging all levels of firm management

    •Series 6 or 7, 63 / 65 or 66 a big plus, or to have the desire to acquire within 6 months.

    Key Words:

    Analyst

    Client Service

    Marketing

    Sales

    Asset Management

    Series

    Job Type: Full-time

    Pay: $75,000.00 - $95,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Parental leave
    • Tuition reimbursement
    • Vision insurance

    Compensation package:

    • Bonus opportunities
    • Commission pay

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Education:

    • Bachelor's (Required)

    Work Location: Hybrid remote in New York, NY 10112

  • 15 Days Ago

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Project Manager, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations
  • US.020 Houlihan Lokey Financial Advisors, Inc.
  • New York, NY FULL_TIME
  • Business Unit: Financial and Valuation Advisory Industry: TAS - Transaction Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, ca...
  • 6 Days Ago

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Change Manager - Financial Services
  • Procom
  • New York, NY FULL_TIME
  • Job Posting Title: Change Manager - Financial Services Location Address: 250 Vesey Street (3-4 days in office) Contract Duration: 6 Months Extension: Possible FTE: Possible after 2 years Number of Pos...
  • 19 Days Ago

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Audit Manager - Financial Services
  • EisnerAmper
  • New York, NY FULL_TIME
  • Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step...
  • Just Posted

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Audit Manager - Financial Services
  • Crowe
  • New York, NY FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 2 Days Ago

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Manager Financial Services Operations
  • DST Retirement Solutions, LLC
  • New York, NY FULL_TIME
  • SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C ...
  • 1 Month Ago

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0 SB Financial Services Manager jobs found in Bronx, NY area

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Senior Manager, Financial Services IT Strategy and Development
  • Phaxis
  • Jersey City, NJ
  • Salary is 160k to 180k + bonus Hybrid position Seeking a dynamic and experienced Senior Manager with a strong background...
  • 3/28/2024 12:00:00 AM

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Finance Associate - Girls Who Invest
  • Clear Light Leadership
  • New York, NY
  • ABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment man...
  • 3/28/2024 12:00:00 AM

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Front Desk/Intake Specialist
  • Hematology/Oncology Associates of CNY
  • New York, NY
  • **Front Desk/Intake Specialist** **Department:** Business Services -1 **Location:** East Syracuse, NY Hematology Oncolog...
  • 3/28/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • New York, NY
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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Assurance Manager [Financial Services Group]
  • CohnReznick LLP
  • Parsippany-Troy Hills, NJ
  • 1 As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Ad...
  • 3/27/2024 12:00:00 AM

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AMENDED - Internal Revenue Agent (Tax Computation Specialist - Examiner) 12 MONTH ROSTER
  • Department Of The Treasury
  • Bronx, NY
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Bronx, NY
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Strategy Associate - Girls Who Invest
  • Clear Light Leadership
  • New York, NY
  • ABOUT THE ORGANIZATION: Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment man...
  • 3/24/2024 12:00:00 AM

The Bronx is the northernmost of the five boroughs of New York City, in the U.S. state of New York. It is south of Westchester County; northeast and east of Manhattan, across the Harlem River; and north of Queens, across the East River. Since 1914, the borough has had the same boundaries as Bronx County, the third-most densely populated county in the United States. The Bronx has a land area of 42 square miles (109 km2) and a population of 1,471,160 in 2017. Of the five boroughs, it has the fourth-largest area, fourth-highest population, and third-highest population density. It is the only bor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$198,258 to $270,072
Bronx, New York area prices
were up 1.6% from a year ago

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This data is intended to be an estimate, not prescriptive financial or tax advice.
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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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