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The role is based in our Boca Raton, FL office and works You will work both remotely and in our Boca Raton office and works on a hybrid model (currently three days in the office, two days at home). As an Operations Associate, you will be an integral part of the Investment Operations team supporting our client experience—ensuring the integrity of client portfolio data and the accuracy and timeliness of client deliverables.

YEAR

Team Hewins, LLC

Operations Associate

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Performs a variety of operational tasks for the AMTI TSMO area, including processing updates to client accounts and interpreting and handling exceptions as well as resolving escalated and/or complex problems in client accounts. Transfers can include but are not limited to incoming/outgoing ACAT, delivery/receive of securities free of payment which include DTC, Government, Mutual Fund, International transfers, DRS and/or DWAC transfers.

Amerant Bancorp Inc

TSMO Associate

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FULL_TIME

The successful applicant will possess an active Series 27 (FINOP) license, 8+ years of experience within a broker-dealer environment, prior CFO or senior finance leadership experience strongly preferred, deep knowledge of SEC and FINRA regulations, experience with FOCUS reporting and net capital calculations, strong leadership and team management skills, a detail-oriented control and compliance mindset, and excellent communication skills, both internal and external. Preferred background includes experience in a growing or mid-sized broker-dealer, exposure to introducing broker, clearing, or proprietary trading models, and CPA designation is a plus.

Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.

Our business was established in Canada in 2005 when we opened our Toronto office. Our role is to work with employers and job seekers to facilitate a successful match. This can range from advising a global company on a candidate sourcing strategy to helping a job seeker find their dream job.
 
In Canada, we focus on recruiting for the following areas:
 
Banking and financial services 
Digital and e-commerce
Engineering and manufacturing
Finance and accounting 
Human resources 
Information technology
Marketing 
Oil and gas 
Procurement and supply chain 
Property and construction
Sales 

An Established Brand
The Group has established a leading presence in many of the key markets for professional recruitment around the world and has positioned itself in certain other markets, which offer the opportunity for future growth. Within its current largest markets, Michael Page has also built a regional presence, including in the UK, France and Australia. Consequently, the Michael Page brand is among the most widely recognized brands in the professional recruitment industry.
 
A Market Leader
The role of a recruitment consultancy is to act as an intermediary, identifying and sourcing suitably qualified candidates on behalf of its clients. Candidates are recruited either for permanent or contract positions (typically for a fixed term) or on a temporary basis. Within the overall recruitment industry, the market for professional recruitment services is a specialist sector which has developed more recently. Michael Page is widely recognized as leading the development of this market around the world.
 
Learn the benefits of working with Michael Page yourself. Submit your resume or contact a Michael Page recruitment consultant today.

Michael Page International

CFO / FinOp (Series 27)

The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

Office Management Associate

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Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental and institutional entities across the globe. At LCAM, we are responsible for directing the investment of fixed income assets on behalf of institutional clients in order to meet their specific return and risk objectives.

HOUR

Loop Capital Holdings LLC

Asset Management 2027 Summer Intern

This rotational internship is full of opportunities to participate collaboratively in various projects and additional assignments that directly contribute to the success of the unit you assist. As we continually evolve and move forward to keep pace with the needs of our customers within each market, we draw upon the talent of our team members to identify new solutions and innovative ideas.

Undergraduate Intern - Wealth Management Intern

At LCAM, we are responsible for directing the investment of fixed income assets on behalf of institutional clients in order to meet their specific return and risk objectives. Position Summary: Loop Capital Asset Management (LCAM) is a registered investment advisor specializing in institutional fixed income account management.

<h1>The AutoLoop History</h1>
<h2>Building on the past, working for the future</h2>
<p>From its very conception, AutoLoop was designed to enhance the connection between dealerships and their customers. Using innovative technologies, we set out to build a marketing/communication platform that could maximize retention rates and ultimately boost dealer profits.</p>
<p>It took years of development, practical applications and extensive field testing, but our unique concept of fully integrated programming has won us fans and accolades, and we have stood by our commitment to deliver a single-source advanced marketing platform.</p>
<p>Today, we serve over 2000 dealers, plus large groups and manufacturers with our staff of nearly 200 professionals focused on providing them great service. We analyze millions of data files every day, seeking newer and better ways to target customers and influence their automotive decisions. We&rsquo;ve adopted an industry-changing axiom of &ldquo;Retention through Engagement&rdquo;&mdash;and our dealers are benefitting.</p>
<p>At AutoLoop, we will always be &ldquo;under construction.&rdquo; We&rsquo;re committed to learning from experience, constantly exploring new ways to enhance customer engagement and retention. Our future success will parallel the success of our dealers as we seek a great return on investment for all.</p>

Loop

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NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Clients Blackbox, Inc.

Senior Meta Strategist

Paid Media Lead

Paid Acquisition Lead

High-Ticket Marketing Lead

Growth Marketing Lead

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Investment Advisor Jobs in Fort Lauderdale, FL

Operations Associate Team Hewins, LLC

TSMO Associate Amerant Bancorp Inc

CFO / FinOp (Series 27) Michael Page International

Office Management Associate Beacon Pointe Advisors LLC

Asset Management 2027 Summer Intern Loop Capital Holdings LLC

Undergraduate Intern - Wealth Management Intern Amerant Bancorp Inc

Asset Management 2027 Summer Intern Loop

Senior Meta Strategist Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

Paid Acquisition Lead Clients Blackbox, Inc.

High-Ticket Marketing Lead Clients Blackbox, Inc.

Growth Marketing Lead Clients Blackbox, Inc.

Demand Generation Specialist Clients Blackbox, Inc.

Meta Ads Strategist Clients Blackbox, Inc.

Acquisition Marketing Strategist Clients Blackbox, Inc.

Meta Media Buyer Clients Blackbox, Inc.

Paid Social Manager Clients Blackbox, Inc.

Senior Paid Social Manager Clients Blackbox, Inc.

Senior Demand Generation Manager Clients Blackbox, Inc.

Senior Growth Marketing Strategist Clients Blackbox, Inc.

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