Top Asset Management Executive jobs in Saint Petersburg, FL

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)

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Asset Management Operations
  • Dynasty Financial Partners, LLC
  • Petersburg, FL FULL_TIME
  • 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:

    • Carry out the required processes involving the TAMP platform, including order request management, reconciliation with TAMP technology and the custodian, client interaction, and facilitate procedures with various custodians.
    • Communicates with custodians, Resource Partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform.
    • Assist in the ongoing set up and monitoring of accounts and activities on platform for both professionally managed and advisor managed programs.
    • Help to identify opportunities for efficiencies in processes and may lead actions toward recommended improvements.
    • Frequently participates in root cause analysis to correct and/or prevent deviations in processes and workflows.
    • Supports tasks related to advisor onboarding and internal conversions to the trading and investments platforms.
    • Provides informal guidance to Operations colleagues.
    • Participate in special projects and cross-trains on other departmental functions.
    • Acts as backup support while team members are away from the office.
    • Other duties as assigned.


    Requirements

    QUALIFICATIONS:

    • Bachelor’s degree in Business, Finance, or another relevant field.
    • Minimum 3-5 years of experience in a trading position or equivalent.
    • Prior experience with Wealth Management Software (Addepar, Black Diamond, Envestnet, Folio, Vestmark, 55ip etc.) preferred.
    • Ability to analyze information and make recommendations.
    • Proven communication skills (both oral and written).
    • Strong attention to detail to ensure quality standards are met without impairing workflow.
    • Must be able to partner, collaborate and work in a team environment.
    • Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.
    • FINRA Series 7, 63, 65 and/or 66 preferred but not required.
    • Provide a high level of customer service in a calm, courteous and professional manner.


    SUCCESSFUL CANDIDATES WILL:

    • Act with an entrepreneurial spirit and a willingness to show initiative
    • Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs
    • Think proactively to create value and stickiness with clients (both internal and external)
    • Be comfortable working and thriving in a demanding and fast-paced environment
    • Be a culture carrier and adopt Dynasty’s culture of accountability, fairness, teamwork, and transparency
    • Show eagerness to learn and grow within the firm


    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.



  • 9 Days Ago

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Experienced House cleaner
  • Laddys Executive Cleaning LLC
  • Saint Petersburg, FL FULL_TIME
  • Cleaning Service on St. Pete Beach/Tierra Verde area is looking for experienced house cleaners. Must be reliable, polite, hard working and available some weekends. Must have your own transportation. C...
  • 15 Days Ago

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Transition Asset Manager III
  • Raymond James Financial, Inc.
  • Saint Petersburg, FL FULL_TIME
  • Transition Asset Manager III-2400820 Description Job Summary: Under limited supervision, uses specialized knowledge and skills obtained through experience and education to conduct deal analysis and du...
  • 21 Days Ago

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Asset Support Analyst
  • City of St. Petersburg
  • Saint Petersburg, FL FULL_TIME
  • This is professional, technical, and analytical work in support of a designated Division within the Stormwater, Pavement, and Traffic Operations Department. Duties involve administrative support, data...
  • 13 Days Ago

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Asset Protection Specialist
  • The Home Depot
  • Seminole, FL FULL_TIME
  • Job DescriptionPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program complia...
  • 15 Days Ago

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Asset Protection Specialist
  • The Home Depot
  • Saint Petersburg, FL FULL_TIME
  • Job DescriptionPosition Purpose:The Asset Protection Specialist is primarily responsible for preventing financial loss caused by theft and fraud and supporting safety and environmental program complia...
  • 15 Days Ago

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0 Top Asset Management Executive jobs found in Saint Petersburg, FL area

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Performance & Reporting Analyst
  • VanEck
  • Tampa, FL
  • VanEck is a privately held global asset management firm founded in 1955. We develop forward-looking, intelligently desig...
  • 3/28/2024 12:00:00 AM

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Liquidity Reporting Controllers & Data Management-C12/AVP-Tampa or Jacksonville
  • Citigroup, Inc.
  • Tampa, FL
  • The Balance Sheet Mgmt Sr. Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributin...
  • 3/27/2024 12:00:00 AM

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Financial Operations Analyst
  • Star Mountain Capital
  • Tampa, FL
  • Star Mountain Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less comp...
  • 3/26/2024 12:00:00 AM

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Loan Treasury Analyst
  • Wheeler Staffing Partners
  • Tampa, FL
  • Wheeler Staffing Partners is currently hiring for a Loan Treasury Analyst for our client, a leading capital provider for...
  • 3/26/2024 12:00:00 AM

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Real Estate Acquisitions Associate – Multifamily (Semi-Remote)
  • Advice Personnel
  • Tampa, FL
  • Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
  • 3/25/2024 12:00:00 AM

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Asset Manager
  • Morrison Avenue Capital Partners
  • Safety Harbor, FL
  • A leading Southeast multifamily real estate operator is rapidly growing its multifamily assets under management and seek...
  • 3/24/2024 12:00:00 AM

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Finance Coordinator
  • Open Aid Alliance
  • Saint Petersburg, FL
  • Open Aid Alliance is seeking a dedicated and self-directed Finance Coordinator to join our team. The ideal candidate wil...
  • 3/24/2024 12:00:00 AM

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AVP, Anti-Money Laundering (AML) Risk Negative News Screening (NNS) Escalation Team
  • Morgan Stanley
  • Tampa, FL
  • Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business se...
  • 3/24/2024 12:00:00 AM

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Asset Management Executive jobs
$264,279 to $455,978
Saint Petersburg, Florida area prices
were up 1.1% from a year ago