SB Financial Services Manager jobs in the United States

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)

M
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.

    -------------------------------------------------------------------------------------------------------------

    •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

    ------------------------------------------------------------------------------------------------------------

    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

  • 16 Days Ago

N
Recruiting Manager, University Temporary Services
  • ncsu-sb
  • Raleigh, NC TEMPORARY
  • The Recruiting Manager reports to the UTS Manager and partners with the Manager in strategic planning and oversees daily service delivery of a dynamic temporary staffing service for both NCSU and UNC-...
  • 19 Days Ago

S
Assistant Financial Center Manager
  • SB Simmons Bank
  • Texarkana, TX FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community ban...
  • 1 Day Ago

S
Financial Center Manager III
  • SB Simmons Bank
  • Alexandria, PA FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. It’s fun to work in a company where people truly...
  • 17 Days Ago

S
Assistant Financial Center Manager
  • SB Simmons Bank
  • Commerce, OK FULL_TIME
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. As an Assistant Financial Center Manager (AFCM),...
  • 28 Days Ago

D
Financial Services Operations Representative I, II, III
  • DST Asset Manager Solutions, Inc.
  • Quincy, MA 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

C
Commercial Cost Manager-Financial Services Client
  • CBRE
  • Washington, DC
  • Commercial Cost Manager-Financial Services Client Job ID 156734 Posted 04-Mar-2024 Service line GWS Segment Role type Fu...
  • 3/29/2024 12:00:00 AM

B
Vehicle Acquisition Specialist
  • BMW of Rockville
  • Rockville, MD
  • Overview: Position Overview The Well Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to ...
  • 3/29/2024 12:00:00 AM

A
Vehicle Acquisition Specialist
  • AutoNation, Inc.
  • Rockville, MD
  • BMW of Rockville Position Overview The We'll Buy Your Car (WBYC) In-Store Associate will be focused and specifically tra...
  • 3/29/2024 12:00:00 AM

C
Program Financial Analyst
  • ClearPlan Consulting
  • Sterling, VA
  • ClearPlan is hiring consulting positions nationwide! ClearPlan was founded in 2013 and we have grown to more than 200 em...
  • 3/29/2024 12:00:00 AM

C
Senior Project Finance Analyst (Senior PCS)
  • Competitive Range Solutions, LLC
  • Dhs, VA
  • Job Description: Competitive Range works in partnership with the government to plan and deploy complex, IT-enabled and m...
  • 3/28/2024 12:00:00 AM

S
Financial Services Manager
  • Seneca Resources
  • Fairfax, VA
  • Job Title: Sr. Financial Services Manager Duration: Contract-to-hire Location: Fairfax, VA (2-3 days onsite) We are seek...
  • 3/27/2024 12:00:00 AM

G
Financial Aid Counselor
  • George Washington University
  • Ashburn, VA
  • I. JOB OVERVIEW Job Description Summary: The Office of Enrollment and Student Success (ESS) is a mission-driven organiza...
  • 3/26/2024 12:00:00 AM

G
Financial Aid Analyst
  • George Washington University
  • Ashburn, VA
  • I. JOB OVERVIEW Job Description Summary: The George Washington University Enrollment and Student Success is seeking a Fi...
  • 3/25/2024 12:00:00 AM

Income Estimation for SB Financial Services Manager jobs
$168,730 to $229,848

Career Path for SB Financial Services Manager