Portfolio Manager III
Fort Lauderdale, FL · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...
Portfolio Manager III
Fort Lauderdale, FL · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...
Portfolio Manager III
Naples, FL · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...
Portfolio Manager III
Naples, FL · On-site
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and ...
Trading Operator
Coral Gables, FL · On-site
... Managers/Shipping department. * Ensure that all measures of mitigation are in place to avoid any risks, disruptions, losses related to vessel operations/trade execution. * Is responsible for the ...
Trading Operator
Coral Gables, FL · On-site
... Managers/Shipping department. * Ensure that all measures of mitigation are in place to avoid any risks, disruptions, losses related to vessel operations/trade execution. * Is responsible for the ...
The Manager, Trade Controls sits within Strategy and Transformation, playing a critical role in ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
The Manager, Trade Controls sits within Strategy and Transformation, playing a critical role in ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
The Manager, Trade Controls sits within Strategy and Transformation, playing a critical role in ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
The Manager, Trade Controls sits within Strategy and Transformation, playing a critical role in ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
The Manager, Trade Controls sits within Strategy&Transformation, playing a critical role in shaping ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
The Manager, Trade Controls sits within Strategy&Transformation, playing a critical role in shaping ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
Lead the development and execution of North America trade marketing strategies aligned to brand and commercialobjectives. * Manage and develop a team of trade marketing professionals, providing ...
Lead the development and execution of North America trade marketing strategies aligned to brand and commercialobjectives. * Manage and develop a team of trade marketing professionals, providing ...
The Manager, Trade Controls sits within Strategy&Transformation, playing a critical role in shaping ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
The Manager, Trade Controls sits within Strategy&Transformation, playing a critical role in shaping ... Lead the development and execution of global tradecontrolsstrategies aligned with Global Supply ...
New
Lead the development and execution of North America trade marketing strategies aligned to brand and commercialobjectives. * Manage and develop a team of trade marketing professionals, providing ...
Lead the development and execution of North America trade marketing strategies aligned to brand and commercialobjectives. * Manage and develop a team of trade marketing professionals, providing ...
Trade Compliance Manager
Jacksonville, FL · On-site
... and manage other Trade Compliance matters to ensure compliance with applicable regulations ... execution of company operations. * Serve as an Empowered Official. * Attend Distribution and ...
Trade Compliance Manager
Jacksonville, FL · On-site
... and manage other Trade Compliance matters to ensure compliance with applicable regulations ... execution of company operations. * Serve as an Empowered Official. * Attend Distribution and ...
Trade Compliance Manager
Jacksonville, FL · On-site
... and manage other Trade Compliance matters to ensure compliance with applicable regulations ... execution of company operations. * Serve as an Empowered Official. * Attend Distribution and ...
Trade Compliance Manager
Jacksonville, FL · On-site
... and manage other Trade Compliance matters to ensure compliance with applicable regulations ... execution of company operations. * Serve as an Empowered Official. * Attend Distribution and ...
Trade Compliance Manager
Jacksonville, FL · On-site
... and manage other Trade Compliance matters to ensure compliance with applicable regulations ... execution of company operations. * Serve as an Empowered Official. * Attend Distribution and ...
Trade Compliance Manager
Jacksonville, FL · On-site
... and manage other Trade Compliance matters to ensure compliance with applicable regulations ... execution of company operations. * Serve as an Empowered Official. * Attend Distribution and ...
Installation & Repair Manager
Melbourne, FL · On-site
$120K - $150K/yr
Base Salary + Performance Bonus Plan Elite logistics and process leader needed to run our multi-trade execution engine. Our company is growing fast, and we need an operations-minded driver to manage ...
Installation & Repair Manager
Melbourne, FL · On-site
$120K - $150K/yr
Base Salary + Performance Bonus Plan Elite logistics and process leader needed to run our multi-trade execution engine. Our company is growing fast, and we need an operations-minded driver to manage ...
Communicate with outside managers regarding trade execution, model discrepancies. * Perform tax ... loss harvesting. * Research and resolve complex account errors, providing necessary trade ...
Communicate with outside managers regarding trade execution, model discrepancies. * Perform tax ... loss harvesting. * Research and resolve complex account errors, providing necessary trade ...
Communicate with outside managers regarding trade execution, model discrepancies. * Perform tax ... loss harvesting. * Research and resolve complex account errors, providing necessary trade ...
Communicate with outside managers regarding trade execution, model discrepancies. * Perform tax ... loss harvesting. * Research and resolve complex account errors, providing necessary trade ...
Communicate with outside managers regarding trade execution, model discrepancies. * Perform tax ... loss harvesting. * Research and resolve complex account errors, providing necessary trade ...
Communicate with outside managers regarding trade execution, model discrepancies. * Perform tax ... loss harvesting. * Research and resolve complex account errors, providing necessary trade ...
ARK Investment Management Is Hiring: Associate Portfolio Manager Who We Are ARK is a global ... Support trade execution workflows, including trade entry, documentation, and post trade validation.
ARK Investment Management Is Hiring: Associate Portfolio Manager Who We Are ARK is a global ... Support trade execution workflows, including trade entry, documentation, and post trade validation.
Senior Portfolio Manager
Naples, FL · On-site
$100 - $150/hr
Portfolio Managers can manage customized client portfolios on a fully discretionary basis and ... Conducts trade execution, maintains investment action plans, monitors overdrafts, and conducts Reg ...
Senior Portfolio Manager
Naples, FL · On-site
$100 - $150/hr
Portfolio Managers can manage customized client portfolios on a fully discretionary basis and ... Conducts trade execution, maintains investment action plans, monitors overdrafts, and conducts Reg ...
Be Seen First
Bilingual Investment Advisor
Miami, FL · On-site
$100K/yr
... manage an assigned portfolio of client relationships. This sales-oriented role combines investment advice, portfolio review, trade execution, client service, and relationship development.
Quick apply
Be Seen First
Bilingual Investment Advisor
Miami, FL · On-site
$100K/yr
... manage an assigned portfolio of client relationships. This sales-oriented role combines investment advice, portfolio review, trade execution, client service, and relationship development.
Trade Execution Manager information
What is the difference between Trade Execution Manager vs Trade Analyst?
| Aspect | Trade Execution Manager | Trade Analyst |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plus | Similar educational background; CFA or other finance certifications beneficial |
| Work Environment | Fast-paced trading floors or financial institutions; focus on executing trades efficiently | Office setting; analyzing trade data and market trends |
| Employer & Industry Usage | Used in investment banks, asset management firms, and trading companies | Common in financial analysis firms, investment firms, and banks |
| Search & Comparison Intent | Often compared for roles involving trade execution and operational responsibilities | Compared for analytical and research-focused roles in trading |
The Trade Execution Manager and Trade Analyst roles share similar educational backgrounds and industry usage. However, the Trade Execution Manager primarily focuses on executing trades efficiently within fast-paced environments, while the Trade Analyst concentrates on analyzing trade data and market trends to inform decision-making.
What are the most commonly searched types of Trade Execution jobs in Florida? The most popular types of Trade Execution jobs in Florida are:
What are popular job titles related to Trade Execution Manager jobs in Florida? For Trade Execution Manager jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Trade Execution Manager jobs in Florida look for? The top searched job categories for Trade Execution Manager jobs in Florida are:
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Bank Of America rating
8.2
Based on 527 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
- Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
- Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
- Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
- Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
- Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
- Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
Required Qualifications:
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- Skills and experience in negotiating, delegating and leadership
- Superior client service and relationship management skills
Desired Qualifications:
- Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
- Graduate Degree such as MBA or JD
- Holds appropriate credentials such as CPA, CFP and/or CFA designation
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Skills:
- Advisory
- Client Investments Management
- Customer and Client Focus
- Investment Management
- Presentation Skills
- Active Listening
- Analytical Thinking
- Attention to Detail
- Client Experience Branding
- Valuation Ethics and Practice Standards
- Collaboration
- Critical Thinking
- Data Quality Management
- Trading
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
What Bank Of America employees say
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998