Top Investment Executive jobs in Boca Raton, FL
Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment 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 Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Top Investment Executive jobs
Executive/Personal Assistant to Chairman at Boutique Investment Firm in Palm Beach, FL
- BCL Search
-
Beach, FL
FULL_TIME
-
Our client, a boutique investment firm, is looking to hire a superstar Executive/Personal Assistant to provide administrative support to their incoming Chairman, located in their Palm Beach, FL office. The successful candidate must thrive in a right-arm EA/PA type of position where they are truly an extension of their boss. The candidate must have excellent attention to detail, be proactive and thoughtful, resourceful and humble. The ideal candidate will be a problem solver by nature. This is a very busy firm and the candidate will need to have excellent interpersonal skills and experience supporting a C-level executive. Sensitivity to confidential matters is required. This role requires 24/7 availability and mindset.
RESPONSIBILITIES- Complex calendar management and meeting planning
- Assist with reviewing correspondence, arranging corporate functions, answering questions and meeting requests directed to the Chairman
- Arrange extensive domestic and international corporate travel via private jet and meetings by developing itineraries and agendas, booking other transportation, arranging lodging and meeting accommodations
- Compile and process expense reports
- Complete projects and special assignments by establishing objectives, determining priorities, managing time, gaining cooperation of others, monitoring progress, problem-solving, and making adjustments to plans
- Liaise with numerous departments
- Assist with personal work: overseeing households and staff, paying bills, booking appointments, arranging personal/family travel and more.
REQUIREMENTS- 8-15 years of experience supporting C-level executive as a primary EA/PA
- Results driven with excellent organizational and time management skills
- Confidentiality and discretion
- Strong ability to juggle competing priorities and handle time-sensitive tasks
- Must be a self-starter and adaptable to changing environments
- Must have exceptional interpersonal and communication skills
- Proficiency in computer skills: MS Office Suite (PowerPoint, Excel, Word, and Outlook)
- Bachelor’s degree is preferred
- Must be out of finance
9am-6pm 24/7 availability via phone and email
SALARY
$125-150K base Discretionary bonus great benefits
#IND1 - 8 Days Ago
Project Executive
- Blue Ridge Executive Search
-
Beach, FL
FULL_TIME
- The Project Executive provides overall leadership and direction on the construction project. Involvement and executive oversight will be primarily within the company's core markets, including educatio...
- 6 Days Ago
Chief Executive Officer - Palm Beach Gardens Medical Center, Palm Beach Gardens, FL
- Other Executive
-
Palm Beach Gardens, FL
OTHER
- POSITION SUMMARY: The Chief Executive Officer has overall operational responsibility and oversight of Palm Beach Gardens Medical Center. The Chief Executive Officer will be responsible to lead by exam...
- 2 Months Ago
Chief Executive Officer - Palm Beach Gardens Medical Center, Palm Beach Gardens, FL
- Other Executive
-
Palm Beach Gardens, FL
OTHER
- POSITION SUMMARY: The Chief Executive Officer has overall operational responsibility and oversight of Palm Beach Gardens Medical Center. The Chief Executive Officer will be responsible to lead by exam...
- 2 Months Ago
Retirement Plans Associate
- Lincoln Investment
-
Beach, FL
FULL_TIME
- Retirement Plans Associate (Hybrid, Multiple Locations, Ft. Washington PA, Palm Beach Gardens, FL, Waltham, MA) Basic Function: Assist Retirement Plan Specialists (RPS) in responding to advisors needs...
- 1 Month Ago
Investment Advisor
- DORT FINANCIAL CU
-
North Palm Beach, FL
FULL_TIME
- The Investment Advisor position has a high earing potential. We are offering a base salary with monthly commissions. Candidates must hold a current FINRA series 7 and 66 License for consideration. Dor...
- 17 Days Ago
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0 Top Investment Executive jobs found in Boca Raton, FL area
Supervisory Internal Revenue Agent (Examiner) (12 Month Roster)
- Department Of The Treasury
-
Fort Lauderdale, FL
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
- 4/23/2024 12:00:00 AM
Financial Consultant - Fort Lauderdale, FL
- Fidelity TalentSource LLC
-
Fort Lauderdale, FL
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather ...
- 4/23/2024 12:00:00 AM
Temporary - Grants Specialist
- City of Lauderhill, FL
-
Fort Lauderdale, FL
- Salary: $31.78 Hourly Location : Lauderhill, FL Job Type: Full Time Job Number: 2024-0304 Department: Administration New...
- 4/22/2024 12:00:00 AM
US Experienced Financial Advisor
- Edward Jones
-
Fort Lauderdale, FL
- Edward Jones US Experienced Financial Advisor in Fort Lauderdale , Florida We're bullish about your future here.Your exp...
- 4/22/2024 12:00:00 AM
Investment Analyst
- Trog Hawley Capital
-
West Palm Beach, FL
- Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
- 4/21/2024 12:00:00 AM
Director of Treasury
- Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
-
Fort Lauderdale, FL
- **** NEWLY created Treasury role with this growing, multi-location, PE owned Services company **** LOCAL or currently re...
- 4/21/2024 12:00:00 AM
Associate 2025
- DigitalBridge Group Inc.
-
Boca Raton, FL
- We are seeking a highly motivated team-oriented Associate investment professional to join the firm as part of our global...
- 4/20/2024 12:00:00 AM
Financial Advisor- Wealth Management
- NFP
-
Boca Raton, FL
- Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in A...
- 4/19/2024 12:00:00 AM
About Boca Raton, Florida
According to the United States Census Bureau, the city has an area of 29.1 sq mi (75.4 km2), of which 27.2 sq mi (70.4 km2) of this is land and 1.9 sq mi (5.0 km2) of it (6.63%) is water. Boca Raton is a "principal city" (as defined by the Census Bureau) of the Miami metropolitan area. Approximately 1 sq mi is on the barrier island Deerfield Beach Island (DBI), also colloquially known as Deerfield Cay. Like other South Florida cities, Boca Raton has a water table that does not permit building basements, but there are several high points in the city, such as 4th Avenue which is aptly named "Hig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$371,345 to $762,383
Boca Raton, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Top Investment Executive do?
Top Investment Executive in Boulder, CO
These products are subject to investment risk, including the possible loss of value.
November 28, 2019
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020