Top Asset Management Executive jobs in West Palm Beach, 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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Structured Product Specialist - Internal Sales
  • Advisors Asset Management
  • Boca Raton, FL FULL_TIME
  • Internal Sales Consultant
    Structured Product Sales
     
    The Advisors Asset Management Structured Products Specialist will work within our Distribution Division which will be a team environment focusing on new and existing client relationships to increase sales among our growing product lines across all asset classes. This sales specialist position will require strong collaboration with our internal and external wholesalers and will also provide exceptional customer service and financial services advice to client firms and its advisors.
     
    Location Available: Boca Raton, FL
     
    ESSENTIAL RESPONSIBILITIES:
    • Provides focused sales services to client firm representatives (financial advisors) in Structured Products (Market Linked Products)
    • Profile financial advisors to obtain information that will assist the client in reaching stated objectives
    • Wholesale and Distribute Structured Products to Broker Dealers & RIA’s across the United States
    • Maintain current knowledge of all markets and AAM analytics and market commentaries
    • Work with Structured Products Trading & Origination to create new products and custom transactions for advisors
    • Securities research, economic reports, and trend forecasting
    • Create presentations to educate financial advisors on Market Linked CDs & Market Linked Notes
    • Using AAM provided tools, complete and present portfolio analytics to assist clients
    • Position client portfolios to capitalize on current and upcoming market cycle conditions
    • Provide exceptional customer service and financial services advice consistent with the client objectives
    • Meet stated production goals as determined by the Sales Manager; Phone, Email, Meeting & Conference Metrics
    • Ability to travel when needed
    • Work within a Team Territory at AAM by providing leads internally to help grow other products distributed by AAM
    • Work with AAM’s Business Intelligence group to maximize your day to day process / task
    • Perform other job-related duties as assigned
    EDUCATION and/or EXPERIENCE:
    • 2 yrs experience in the Financial Services Industry, Financial Technology, Marketing, and Sales
    • Required Education: Bachelor’s Degree or equivalent experience
    • Licensing: SIE Securities Industry Essentials Certification; FINRA Series 7, 63 required
    • In depth knowledge of Structured Products and Fixed Income Sales
    • Strong Financial Markets acumen
    QUALIFICATIONS:
    • Excellent oral and written communications skills, presentation experience a plus 
    • Strong analytical, problem solving, and negotiation skills 
    • Demonstrated abilities in time management; including, managing multiple projects and meeting strict deadlines
    • Ability to influence and persuade to achieve desired outcomes 
    • Proven experience working collaboratively, improving productivity, and implementing ideas
    • Experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Power BI, Bloomberg
    • Internet, Salesforce & CRM application systems

    Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

    For over 40 years, AAM has been a trusted resource for financial professionals and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.

    As of June 30, 2023, the brokerage and advised business at AAM represents approximately $41.5 billion in assets. (Assets under supervision represent $5.4 billion in UIT assets. The firm has $32.3 billion in assets under administration that represents the non-proprietary assets for which AAM provides various levels of service, but not management. The firm's $3.8 billion in assets under management represents AAM's proprietary separately managed account, mutual fund and ETF assets.)

     Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify. 

    AAM is a broker/dealer, member FINRA/SIPC and SEC registered investment advisor. For more information, visit www.aamlive.com.

     

  • 18 Days Ago

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Registered Sales Operations Specialist
  • Advisors Asset Management
  • Boca Raton, FL FULL_TIME
  • Registered Sales Operations Specialist The Advisors Asset Management Registered Sales Operations Specialist uses advanced skills gained through training and experience to provide pro-active support fo...
  • 4 Days Ago

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Internal Sales Associate - Structured Products
  • Advisors Asset Management
  • Boca Raton, FL FULL_TIME
  • Internal Sales Associate Structured Products The Advisors Asset Management Internal Sales Associate will work within our Distribution Division in a team environment focusing on new and existing client...
  • 1 Month Ago

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Pilot in Command Global 5000
  • Executive Jet Management
  • Beach, FL FULL_TIME
  • Purpose of PositionExecutive Jet Management, a Berkshire Hathaway company, is seeking qualified candidates for a Global 5000aircraft based at West Palm Beach, FL (KPBI). This is a threepilot account s...
  • 1 Month Ago

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Expense Management Account Executive
  • finally
  • Boca Raton, FL FULL_TIME
  • About finallyfinally is one of South Florida's fastest-growing & most exciting fintech companies. finally, recently raised $95 million dollars to help SMBs automate their finances. We are backed by Ne...
  • 9 Days Ago

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Account Executive
  • i3 Verticals Management Services, Inc.
  • Wellington, FL FULL_TIME
  • JOB TITLE: Account Executive DEPARTMENT: i3 POS / onePOS REPORTS TO: EVP Business Development SUPERVISORY RESPONSIBILITIES: no JOB LOCATION: West Palm Beach, FL i3 Verticals is a leader in commerce en...
  • 17 Days Ago

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0 Top Asset Management Executive jobs found in West Palm Beach, FL area

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Manager, Accounting & Financial Reporting
  • AEG
  • West Palm Beach, FL
  • In order to be considered for this role, after clicking "apply now" above and being redirected, you must fully complete ...
  • 3/28/2024 12:00:00 AM

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Private Wealth Advisor
  • BMO Wealth Management - U.S.
  • West Palm Beach, FL
  • Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client...
  • 3/27/2024 12:00:00 AM

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Director of Finance IT
  • NextEra Energy
  • North Palm Beach, FL
  • Requisition ID: 78753 Florida Power & Light Company is America's largest electric company, providing clean, affordable, ...
  • 3/27/2024 12:00:00 AM

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Manager, Accounting & Financial Reporting
  • Ballpark Of The Palm Beaches
  • West Palm Beach, FL
  • Department: Finance Supervisor:General Manager, The Ballpark of the Palm Beaches aka HW Spring Training Complex, LLC (HW...
  • 3/26/2024 12:00:00 AM

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Wealth Advisor - Palm Beach
  • Chilton Trust
  • Palm Beach, FL
  • Firm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CT...
  • 3/25/2024 12:00:00 AM

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Treasury Manager
  • Carrier
  • Palm Beach Gardens, FL
  • **Country:** United States of America **Location:** CAF77: CCS - CIB 13995 Pasteur Blvd , Palm Beach Gardens, FL, 33418 ...
  • 3/25/2024 12:00:00 AM

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Principal Corporate Finance Analyst
  • NextEra Energy
  • North Palm Beach, FL
  • Requisition ID: 78695 NextEra Energy Resources is the world's largest generator of renewable energy from the wind and su...
  • 3/25/2024 12:00:00 AM

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Lead Quantitative Energy Analyst
  • NextEra Energy
  • North Palm Beach, FL
  • Requisition ID: 78861 Florida Power & Light Company is America's largest electric company, providing clean, affordable, ...
  • 3/25/2024 12:00:00 AM

West Palm Beach is a city in and the county seat of Palm Beach County, Florida, United States. It is located immediately to the west of the adjacent Palm Beach, which is situated on a barrier island across the Lake Worth Lagoon. The population was 99,919 at the 2010 census. West Palm Beach is a principal city of the Miami metropolitan area, which was home to an estimated 6,158,824 people in 2017. It is the oldest incorporated municipality in Greater Miami, having been incorporated as a city two years before Miami in November 1894. West Palm Beach is located approximately 68 miles (109 km) nort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Asset Management Executive jobs
$270,767 to $467,172
West Palm Beach, Florida area prices
were up 1.5% from a year ago