Investment Manager Salary in Boca Raton, FL

Are you looking for: • Work/Life Balance? • A company where you will make a difference? • A unique remote work policy? • Tuition reimbursement? • Fitness Reimbursement?• 401K program with company match? • Ownership of a well performing stock?• 19 days of Paid Time Off (PTO)? • Commuter Reimbursement?• Cellular Phone discounts? • Vehicle Discounts?SBA is one of the top 20 Real Estate Investment Trusts (REITs) based on market capitalization. Since 1989 SBA Communications has been a leading independent owner and operator of wireless communications infrastructure. Currently in 16 countries and growing, we are seeking career minded individuals who want to feel valued and work in a fast-paced company. You can search our openings, review our benefits, and learn more about SBA Communications by clicking on the link. https://www.sbasite.comYour Next Career Opportunity – Facilities Administrator IIUnder the supervision of the Facilities Manager, the Facilities Administrator II will provide extensive administrative support to the Facilities team, including but not limited to liaising with vendors, maintaining the facilities' ticketing system, and updating our corporate seating plan. Additionally, this role will encompass receptionist duties and serve as the first point of contact for visitors or callers to the corporate office.What You Will Do – Primary ResponsibilitiesAnswer incoming telephone calls; determine purpose of callers, and forward calls to appropriate personnel or department. Answer questions about organization and provide callers with address, directions, and other pertinent information.Welcome on-site visitors, determine nature of business, and announce visitors to appropriate personnel. Ensure all visitors sign in, provide identification and are issued a temporary badge with appropriate access.Contact vendors for services such as copy machine repair requests, pest control, document storage and shredding, property management issues, and the like.Responsible for addressing, updating and closing Facilities Self Service requests from employees.Responsible for managing all Facilities invoicing, inclusive of logging, coding and remitting payment.Create employee name plate cards, request and update corporate office seat assignments for new hires and department transfers.Place department supply orders.Update reception training manual and provide reception training as needed.Research topics as requested by management.Responsible for coordinating team member moves and updating our corporate seating plan.Other projects and duties as assigned.What You’ll Need – Qualifications & RequirementsH.S. Diploma/GEDand 0-2 years relevant administrative experience.Demonstrated knowledge and intermediate proficiency working with Microsoft Office Suite software including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook.#LI-DJ1

The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.Key ResponsibilitiesMaintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth.Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work.Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)Required QualificationsActive Series 7 or ability to obtain within 150 days.Active State securities agent registration (S63 or S66) or ability to obtain within 150 days.State IAR registration (S65 or S66) or ability to obtain within 150 days.Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.3+ years of people management experience + 4 years of professional experience. Excellent compliance record and knowledge of compliance requirements.Preferred Qualifications3-5 years demonstrated sales success with proven ability to acquire clients and close business.Proven leadership skills and ability to drive & motivate others to achieve results.Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results.Strong presentation skills and the ability to analyze data and reports to determine business opportunities.Relevant industry designations are preferred (e.g. CFP)About Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupPDN-9bbf3f6b-5bc3-493f-ba93-65b2fd2aef11

Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries ("Newmark"), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the year ending December 31, 2023, Newmark generated revenues of approximately $2.5 billion. Newmark's company-owned offices, together with its business partners, operated from approximately 170 offices with 7,400 professionals around the world. To learn more, visit nmrk.com or follow @newmark.The Investment Analyst will work closely with brokers and Transaction Managers to provide financial analysis, underwriting and market research. Additionally, the position will be responsible for effectively relaying this information through the production of comprehensive marketing material.Essential Job Duties:Assist in the underwriting and valuation of multifamily/commercial real estate using historical financial statements, pro forms and discounted cash flow analysis.Conduct various types of financial analysis including but not limited to: internal rate of return, present value, value-add, replacement cost, residual and rent roll analysis.Request and upload updated financial reports for listed properties.Track historical Income and Expense data for multifamily properties.Analyze performance trends of properties.Update and review multifamily development pipeline and sales for all major markets.Perform market research and writing of market demographic, economic conditions and area overviews for investment offerings.Coordinate with the Marketing team in the preparation of marketing proposals and presentations.Create offering memorandums and marketing materials for multifamily properties.Mapping of market surveys, condo conversions, new sales, new developments, etc.Assist brokers and clients with due diligence reviews for properties under contract.Provide support to the brokers and perform other tasks/ad hoc analyses as needed.Skills, Education, and Experience:Bachelor's degree in Accounting, Finance, or related field or equivalent experience required. Commercial real estate experience preferred.Minimum of 1-2 years financial analysis/market research experience.Advanced knowledge of Microsoft Excel, Word and PowerPoint. Modeling skills a plus.Experience using graphic design programs such as In Design a plus.Strong analytical skills.Excellent oral and written communication skills.Attention to detail and ability to work on multiple projects simultaneously in a fast-paced environment.Benefits and Perks:Industry leading Parental Leave Policy (up to 16 weeks)Generous healthcareBright Horizons back-up care programGenerous paid time offEducation reimbursementReferral ProgramOpportunities to network and connectBenefits/perks listed may vary depending on the nature of your employment with Newmark and the job location.Working Conditions: Normal working conditions with the absence of disagreeable elementsNote: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Celsius Holdings, Inc. is a global consumer packaged goods company with a proprietary, clinically proven formula for its master brand CELSIUS®, based in Boca Raton, FL. A lifestyle energy drink born in fitness and a pioneer in the rapidly growing energy category. Celsius offers proprietary, functional, essential energy formulas clinically proven to offer significant health benefits to its users. At CELSIUS we pride ourselves in providing our employees a culture and atmosphere of inclusiveness that challenges individuals to be thought leaders, innovators, and game changers as every employee is an owner of the CELSIUS Brand upon joining the organization.If you are looking for an exciting opportunity to join a fast-growing team in a role that provides professional and personal growth, we encourage you to apply to our Revenue Manager opening.We promptly review all applications. Highly qualified candidates will be contacted for interviews. This position is located full time at our Boca Raton, FL HQ. DESCRIPTIONThe Revenue Manager is responsible for developing pricing strategies, trade allocation, and shopper investments using advanced analytics and problem-solving skills. This newly created role is pivotal in spearheading a new endeavor aimed at achieving sustainable and profitable value growth for Celsius through Revenue Growth Management (RGM) levers. You will drive optimization in promotion, pricing, trade terms, and mix management, leveraging your expertise to identify avenues for profitable growth and provide optimal recommendations on strategic pricing, promotional plans, assortment, and retailer conditions.In this dynamic role, you will lead the development and implementation of strategic frameworks, governance routines, and analytical tools necessary to deliver actionable recommendations that enhance Return on Investment (ROI) and achieve net sales objectives. Collaborating closely with cross-functional teams, particularly Sales, Strategy, Finance, and Marketing, you will play a key role in shaping and executing the company's revenue growth strategy.RESPONSIBILITIES:Collaborate cross-functionally to develop comprehensive pricing strategies and optimize net revenue across all categories and channels.Lead the strategic design of national and customized pricing plans aligned with brand objectives across various retail environments.Utilize advanced pricing analytics to identify profitable growth opportunities and derive actionable insights from customer, consumer, and market data.Drive the standardization of promotional analysis methodologies in collaboration with Commercial and Finance teams, focusing on key performance metrics.Communicate promotional performance and objectives effectively within sales and marketing teams to ensure alignment and understanding.Champion a revenue-margin growth mindset within the Commercial team and facilitate value-driven initiatives to enhance both value and volume.Contribute to the development of accurate customer profit and loss statements by effectively allocating trade terms.Collaborate with Sales and Finance teams to manage spending within budget constraints and develop corrective actions as needed.Additional responsibilities include: Managing portfolio mix by prioritizing SKUs.Developing and maintaining sales and distributor reporting systems.Creating competitive sales insight dashboards for various customer segments.15% travel for participation in key customer meetings across the US and CanadaPERSONAL ATTRIBUTES:Naturally influential, with the ability to turn numbers into compelling narratives and extract game-changing insights from internal and external data streams.Demonstrate a proactive "roll up your sleeves" attitude by taking ownership of ideas and translating them into actionable plans to drive Celsius' success through innovation and disruption.Thrive in ambiguity and excel in a fast-paced environment, exhibiting strategic agility and seizing opportunities with precision.QUALIFICATIONS:Bachelor's degree in a relevant field.5+ years of experience in pricing analysis, strategy development, and revenue management within the Consumer Packaged Goods (CPG) industry.Proficiency in syndicated databases such as Circana (highly preferred), (Nielsen, IRI or NPD also acceptable) to analyze market trends and phenomena.Strong analytical mindset with an exceptional understanding of profit and loss dynamics and revenue growth management levers.Advanced proficiency in Microsoft Excel and PowerPoint for data analysis and business storytelling; experience with Power BI is highly desirable.Experience in handling or strategizing with trade rates.Demonstrated ability to exhibit thought leadership and effectively influence senior leadership stakeholders.BENEFITS OFFERED:Comprehensive Medical, Dental & Vision benefitsLong- and short-term disabilityLife insurancePaid time offIdentity theft and legal servicesThe above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.Celsius Holdings, Inc. celebrates diversity and is committed to creating an inclusive environment for all employees. We are proud to provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We believe strongly in fostering a safe, fair, and respectful work environment.

Are you looking for: • Work/Life Balance? • A company where you will make a difference? • A unique remote work policy? • Tuition reimbursement? • Fitness Reimbursement?• 401K program with company match? • Ownership of a well performing stock?• 19 days of Paid Time Off (PTO)? • Commuter Reimbursement?• Cellular Phone discounts? • Vehicle Discounts?SBA is one of the top 20 Real Estate Investment Trusts (REITs) based on market capitalization. Since 1989 SBA Communications has been a leading independent owner and operator of wireless communications infrastructure. Currently in 16 countries and growing, we are seeking career minded individuals who want to feel valued and work in a fast-paced company. You can search our openings, review our benefits, and learn more about SBA Communications by clicking on the link. https://www.sbasite.comYour Next Career Opportunity – Senior Accounts Receivable AdministratorThis position is responsible for analyzing, researching and resolving issues and variances arising from non payment, short payment, or cash application related to assigned customers. Also responsible for making recommendations to Management regarding the collectability on assigned customers.What You Will Do – Primary ResponsibilitiesReview and research a high volume of transactions, identifying root causes of discrepancies and recognize solutions, document issues and report to management.Provide customer service regarding collection issues.Responsible for monitoring and maintaining assigned accounts - customer calls, account adjustments/refunds, and customer reconciliations.Resolve client discrepancies and short payments.Accountable for reducing delinquency for assigned portfolio, including but not limited to regular collection calls and correspondence to customers in a fast-paced environment.Work with customers and internal employees in the pursuit and resolution of collection matters, including legal collections and troubled status.Other projects and duties as assigned.What You’ll Need – Qualifications & RequirementsH.S. Diploma/GED required, Associates Degree preferred in Accounting, Finance, or related field; and 3-5 years of Accounts Receivable, Reconciliation and/or Collections experience.Knowledge of General Accounting principles and practices. Demonstrated knowledge in researching and reconciling techniques.Experience in reading and interpreting contracts (leases).Proficiency working with Great Plains preferred.Demonstrated knowledge and advanced proficiency working with Microsoft Office Suite software, including Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Outlook.#LI-DA1

Why We Stand OutSeeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is "people first". In the words of James Kaufman, "We prioritize our people, their development, and their well-being...people see that management is caring and has a priority in their well-being." Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.Think you have what it takes?How You'll Contribute:Kaufman Rossin is seeking a Manager-level professional with Estate and Trust taxation experience to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help our clients optimize and protect assets for themselves and for their heirs.Responsibilities:Review of gift (709), estate (706), and income tax for estate and trust (1041) tax returnsAnalyze trust documents to determine income tax status (grantor vs. non-grantor, simple vs. complex)Collaborate with clients' attorneys and other advisorsKeep up to date on current tax practices and changes in tax lawWork closely with Principals to develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environmentPerform research projects relevant to the estate and trust practiceBuild collaborative relationships that foster a team environmentDevelop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationshipsEngage in ongoing personal development in line with the growth and development strategyWhat Skills You'll Bring:5+ years of related tax experience, within a public accounting firmMS in Taxation, a plusCPA requiredStrong tax review experience (709, 706, 1041, etc.)Strong team player and a commitment to high quality, detailed workSelf-starter with ability to deal with multiple prioritiesAbility to deal with clients, professional demeanorWe embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Who We AreWealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.Job SummaryFast-paced and rapidly growing wealth management firm with offices in Melville, NY, New York City, and Boca Roton FL is seeking an experienced Senior Family Office Accountant. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.Key ResponsibilitiesPrepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clientsOversee bill pay functionsLiaise and develop strong working relationships with internal service team membersPrepare cashflow planning for high net-worth clients including budgeting and forecastingPrepare timely and accurate financial reports and analysesPerform ad-hoc financial analyses and execute projects as requiredMaintain client household payrollOversee junior staff to ensure accuracy of books and recordsRequirements & QualificationsBachelor's degree in Accounting, Economics, or Finance or relevant Master'sCPA designation is preferred4+ years of related experienceExpert in QuickBooks accounting softwareKnowledge and expertise in Microsoft Office productsExcellent attention to detail with high accuracy, excellent organizational skillsExcellent communication and interpersonal skills"Roll up your sleeves" work ethic, tenacity, and willingness to go the extra mileResourceful, decisive, critical thinkerMust be a team player, enthusiastic and reliableDiversity, Equity, Inclusion, and Belonging at WealthspireWealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability statusCulture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactionsInclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our businessDo you see yourself excelling in this position?Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.What We OfferNFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.NFP and You... Better Together!NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.SRACC011488_1