Top Asset Management Executive plans and directs all aspects of an organization's asset management policies, objectives, and initiatives. Plans asset strategies that increase revenue and high rate of return on investments. Being a Top Asset Management Executive ensures asset management services consistently meet organization's vision and investment goals. Requires a bachelor's degree. Additionally, Top Asset Management Executive typically reports to top management. The Top Asset Management Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Asset Management Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
Description
This role is based in Dynasty’s Headquarters in St. Petersburg, FL.
Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.
Dynasty offers integrated and differentiated solutions and services ranging from transition support, experience and community, technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago.
JOB OVERVIEW:
The Dynasty Operations team is responsible for the overall administration of the firm’s turnkey asset management program (TAMP). The Asset Management Operations Associate will report directly to the Head of Account Management and is integral to executing the various duties conducted through the department to include: facilitate trade related requests and inquiries from clients, third party managers, custodians and Resource Partners; execute on client account and manager set up on the Investment Management Account platform; perform tasks as part of the trading operations onboarding process like conducting live and prerecorded training sessions for new advisors; provide excellent client service and support related to all aspects of the operations investments and trading platform. This position must work effectively with internal members of the Dynasty team to include engaging management, independent financial advisors, and resource partners.
PRIMARY FUNCTION:
The roles primary functions within the Operations team include, but are not limited to, performing specific functions associated with the submission and execution of trade instructions provided by advisors and managers, assist with the set up and ongoing client account program selection on the TAMP, and participating in the duties related to the onboarding of new advisory firms and their clients.
RESPONSIBILITIES:
Requirements
QUALIFICATIONS:
SUCCESSFUL CANDIDATES WILL:
At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.
EQUAL EMPLOYMENT OPPORTUNITY
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
Clear All
0 Top Asset Management Executive jobs found in Saint Petersburg, FL area