4 jobs found in coral gables

Fidelity Investments Job Description: The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. Expertise and advanced certifications: Series 7, 63, 65, 66 and Insurance licenses Advanced certifications preferred: CFP, CPWA, CIMA, CAIA, CFA, ChFC, CWS A sound understanding of the Broker/Dealer and RIA marketplace Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings Other important skills: Ability to work collaboratively and lead and inspire matrixed teams Successful experience in building, articulating, executing, and managing multi-generational financial plans The Purpose of Your Role This is a senior level position responsible for effectively implementing wealth...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sr. Director Business Development Asset Managers Location: Boston, NYC, Chicago, Miami, Atlanta and most major cities Get To Know Us: This role is responsible for identifying, developing, and closing new business opportunities within target markets, leveraging SS&C's comprehensive suite of fund administration services solutions. The ideal candidate will possess an understanding of the financial services industry, a proven track record of exceeding sales targets, and the ability to cultivate client relationships. Why You Will Love It Here! Flexibility : Hybrid Work...

Lincoln Property Company The Assistant Property Manager supports the Property Manager(s) and others in managing all aspects of a single property or portfolio of commercial, industrial, or retail properties including marketing, operations, and financial activities. Essential Duties and Responsibilities: Ensure services are provided consistent with policies, procedures, regulations, and contractual obligations and standards. Review and recommend approvals for accurate payment of vendor invoices following the terms of the management agreement, LPC policies, and property management approval authorization limits. Assist Property Manager(s) in preparing and delivering timely, accurate, and complete monthly reports and budget packages according to client requirements. Assist in collecting data and/or drafting tenant rent and Common Area Maintenance (CAM) reconciliations or Escalation (OpX) recovery charges. Assist, and coordinate with, lease administration and accounting...

Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. Are you an impactful and results-oriented leader ready to drive significant growth within Mondelēz International's Americas Export Business? As a Director of Sales -Americas Export, you will spearhead the development and execution of strategies to maximize revenue, volume, and market share across core and local categories. You will empower and develop a high-performing team of regional sales managers and sales representatives, ensuring alignment with the overall sales and core strategy while building capabilities across the senior sales team. How you will contribute You will: Drive Strategic Point-of-Sales Execution: Define and champion innovative point-of-sales strategies to maximize brand visibility and drive consumer engagement. Champion In-Store Excellence: Oversee the flawless execution and optimization of in-store...