Wealth Relationship Manager Safe Act Miami Jobs

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth. Lending is a key product offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all four client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. US Credit Card solutions are provided to Wealth clients via US Consumer Cards. This role will oversee the relationship with US Consumer Cards in partnership with our Wealth Business and Operations teams. This role will sit within the Wealth Lending Business Strategy and Governance, which is part of the Citi Wealth Lending team. Key Responsibilities Support the ongoing development and enhancement of the Wealth US Credit Card offering in partnership with US Consumer Cards Act as a key point of contact for Bankers and Financial Advisors for US Cards-related inquiries and escalations Assist in managing d

Job Description: Role: Relationship Manager – MTF HNI Segment Objective of the Role Drive growth, acquire new customers, activation, and retention of HNI MTF clients by building strong relationships, improving engagement, and increasing capital deployment across the MTF book. Key Responsibilities 1. HNI Client Engagement Own a portfolio of HNI MTF clients Drive regular engagement through calls, messages, and structured outreach Educate clients on MTF usage, leverage opportunities, and platform features 2. Revenue & Book Expansion Increase MTF utilization among assigned clients Identify upsell opportunities across equity + MTF Improve wallet share per client 3. Activation & Retention Reactivate dormant HNI users Reduce churn in high-value segments Ensure consistent usage of MTF facility 4. Relationship Management Act as single point of contact for assigned HNI users Resolve queries in coordination with support/product teams Build trust and long-term engagement 5. Market Intelligence Gather user feedback and competitive insights Share patterns from HNI cohort behavior with product/growth teams Desired Profile Experience in brokerage, wealth management, or trading platforms preferred Strong communication and persuasion skills Comfort with high-frequency client interaction Execution-focused and target-driven mindset KPIs for Success Increase in MTF activation rate among HNI users Acquire new HNI customers Growth in average book size per HNI client Improvement in retention / reduced churn in HNI cohort Revenue contribution from managed cohort

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As an Associate Manager, Premium & Wealth CX, you'll lead the team responsible for delivering white-glove support to Coinbase's highest-value customers, including High Net Worth, Ultra High Net Worth, and VIP segments across our International markets. The Premium & Wealth pillar within Customer Experience is the dedicated home for relationship-led, high-touch service that keeps our most sophisticated customers confident and supported. You'll own day-to-day operations, people leadership, and service quality for your vertical, partnering closely with Compliance, Risk, and cross-functional teams to scale a support model that is fast, accurate, risk-aware, and trusted within a non-advisory framework. What you'll do: Own operational performance for your vertical, including SLA attainment, CSAT, QA scores, backlog health, repeat contacts, and complaint rates, using data and trend analysis to drive measurable improvements Lead, coach, and develop a team of Specialists, setting clear expectations through regular 1:1s, performance reviews, and building a pipeline of future leaders Drive a high-touch support model centered on trusted 1:1 customer relationships, deep specialist knowledge, and end-to-end case ownership that minimizes handoffs for complex trading, account, and funding issues Partner with Compliance, Legal, Risk, Complaints, and Workforce Management

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Liaison between the creditors and consumers. They are in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. About the role: Achieve the collections target and control collection flow for specified area. Expectations/ Requirements: 1. To Achieve Collection targets of the area assigned, control flow cases and focus on non starters. 2. Ensured documented feedback. 3. Ensure Adequate feet on Street availability/bucket wise /segment wise. Superpowers/ Skills that will help you succeed in this role: 1. More than 3 years of relevant experience in Collections role. 2. Demonstrated Success and achievement orientation. 3. Excellent Communication Skills. 4. Negotiations skills - strong bias for driving results in a High performance environment. 5. Strong Relationship skills. 6. Working Knowledge of Computers. Education: Graduation/ Post Graduation preferred. Why join us: We support our people by providing a range of flexible working options so they can work in the way that best suits them. We also offer you the opportunity to develop your career, working in a diverse and inclusive workplace where the diverse backgrounds, perspectives and life experiences of our people are celebrated and create a great place to grow, thrive and belong. Most importantly, for us Work is Fun!! Compensation: If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users,21 mn+ merchants and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving c

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Liaison between the creditors and consumers. They are in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. About the role: Lead the collections target and control collection flow for specified area. Handle large team of collection officers, their productivity and performance. Expectations/ Requirements: 1. To Achieve Collection targets of the area assigned, control flow cases and focus on non starters. 2. Ensured documented feedback. 3. Ensure Adequate feet on Street availability/bucket wise /segment wise. 4. Manage productivity for fixing productivity parameters for Collection Officers Agencies/In-house team. 5. Monitoring performance against set parameters and weekly review with Collection executives. 6. Ensuring background check of all collection agencies hired/Identify and manage training needs of the Collection Executives/ Evaluation of performance of all CE. 7. Support Collection officers in legal /Police issues/Collection Activities. Superpowers/ Skills that will help you succeed in this role: 1. People Management Skills. 2. More than 4+ years of relevant experience in Collections role. 3. Demonstrated Success and achievement orientation. 4. Excellent Communication Skills. 5. Negotiations skills - strong bias for driving results in a High performance environment. 6. Strong Relationship and Leadership skills. 7. Working Knowledge of Computers. Education: Graduation/ Post Graduation preferred. Compensation: If you are the right fit, we believe in creating wealth for you with enviable 500

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Robinhood Asset Management (“RAM”) is a digital-first investment advisor responsible for delivering investment advice to its rapidly growing client base. RAM is continuing to expand its business activities to meet the needs of clients with broader, more complex, and comprehensive advisory needs. Working with a dedicated team of qualified relationship managers and utilizing innovative technology resources, RAM will meet the needs of its clients by delivering this unique financial planning service conveniently at their fingertips, anytime and anywhere. The Compliance Specialist will help create and champion a culture of compliance for a new investment advisory business activity at the pre-launch and development stage. As a primary point of contact, you will coordinate with teams across the broader Robinhood spectrum to identify and solve problems, research unique issues, and collaborate to achieve a successful launch. You'll help set the path for a customer-friendly, compelling, and regulatorily compliant advisory service. You will be expected to apply the requirements of a fiduciary’s duty to serve clients and have experience documenting best pr

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Team & Role Overview About the Team and Department Franklin Templeton Investment Solutions (FTIS) brings together investment, research and product expertise to develop and manage multi-asset strategies. Within FTIS, the Retirement Solutions team combines expertise in strategic and dynamic asset allocation, glide path design, portfolio construction, risk management, and underlying investment selection, leveraging Franklin Templeton’s global investment platform across public and private markets. Working closely with plan sponsors, consultants, recordkeepers, and distribution partners, FTIS delivers retirement solutions that support the evolving needs of participants and retirement systems across U.S. and international markets. About the Role The Solutions Portfolio Manager – Retirement Solutions will serve as a retirement and target date subject matter expert, supporting the growth of FTIS’s retirement business across U.S. institutional, recordkeeper, intermediary and internationa

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role The Business Development Desk is a proactive outbound sales team responsible for general asset gathering and migrating customers into our Concierge program through consolidation of assets. This team serves as brand ambassadors, education and creating awareness of all the available products and solutions available that would help the customer reach their financial goals. The team works closely with all of our customer facing teams to ensure a truly white glove/Concierge experience through the onboarding process. In this role, you will lead a team responsible for growing assets and expanding customer relationships here at Robinhood.. As a Manager of Business Development, you will lead, coach, and develop a team of Onboarding Specialists who support customers throughout their onboarding journey while also exploring any additional opportunities to consolidate/win more share of wallet. You will oversee and enhance sales pipelines, review opportunities worked for Compliance and Oversight and coaching to overall sales process and customer experience. You will be responsible for driving team strategy, establishing operating efficiency, and driving asset growth through pipeline management and ongoing coaching and development of sales agents. In addition to developing your team, you will partner closely with product, compliance, legal, and external service providers to evolve the Business Development Desk offering, expand pipelines of opportunities and ensure all customer interactions meet all regulatory standards including RegBI and telemarketing compliance. This is a highly cross-functional leadership role where you

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. Our Crypto team is dedicated to building and expanding our cryptocurrency offerings, making crypto accessible and understandable for everyone. The team partners closely with engineering, product, and compliance to bring new crypto capabilities to customers while maintaining strong regulatory standards. We focus on making complex blockchain technologies more understandable and accessible to a broad audience. As a Senior Partnerships Leader, you will identify and manage relationships with key participants across the cryptocurrency ecosystem. You will evaluate new partnership opportunities, lead negotiations, and support the launch of integrations that expand Robinhood’s crypto offerings. You will also oversee existing partnerships, ensuring strong performance and alignment with product goals. This role plays a central par

About One97 Communications Ltd.: One97 Communications Ltd., headquartered in Noida, Uttar Pradesh, is a leading Indian multinational technology company renowned for its flagship product, Paytm. Beyond its consumer-facing services, One97 is a trailblazer in providing tailored digital platforms for telecom operators and enterprises across Southeast Asia, Africa, and Latin America. The company's B2B solutions encompass a wide array of offerings, including: Digital Platforms: Facilitating creation and managing digital services to drive revenue growth. Network Products: Enabling seamless delivery of digital services to end-users. Direct carrier billing and Master Aggregator platforms One97's global presence spans across the Middle East, Southeast Asia, Africa and Latin America. The company continues to innovate and expand its footprint. About the team: This team involves in making a difference. A lot of contingency and new challenges are encouraged within the team to do stuff that is meaningful for those we serve. We are successful, and our successes are rooted in our people's collective energy and unwavering focus on the employees, and that's how it will always be change management in Social Media. Why join us? If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users, 21 mn+ merchants, and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story! About the Role:We are seeking highly motivated and experienced Account Managers to join our dynamic team and drive sales and revenue growth within key Telco accounts across LATAM Markets. These roles will be pivotal in building and maintaining strong client relationships, expanding our product portfolio, and achieving ambitious sales targets. You will be responsible for managing accou

Job Title: Sales Manager - Telcom Company: One97 Communications - Paytm Location: Middle East Asia About One97 Communications Ltd. One97 Communications Ltd., headquartered in Noida, Uttar Pradesh, is a leading Indian multinational technology company renowned for its flagship product, Paytm. Beyond its consumer-facing services, One97 is a trailblazer in providing tailored digital platforms for telecom operators and enterprises across South East Asia, Africa, and Latin America. The company's B2B solutions encompass a wide array of offerings, including: ● Digital Platforms: Facilitating creation and managing digital services to drive revenue growth. ● Network Products: Enabling seamless delivery of digital services to end-users. ● Direct carrier billing and Master Aggregator platforms One97's global presence spans across the Middle East, Southeast Asia, Africa and Latin America. The company continues to innovate and expand its footprint. About the team: This team involves in making a difference. A lot of contingency and new challenges are encouraged within the team to do stuff that is meaningful for those we serve. We are successful, and our successes are rooted in our people's collective energy and unwavering focus on the employees, and that's how it will always be change management in Social Media. Why join us? If you are the right fit, we believe in creating wealth for you with enviable 500 mn+ registered users, 21 mn+ merchants, and depth of data in our ecosystem, we are in a unique position to democratize credit for deserving consumers & merchants – and we are committed to it. India’s largest digital lending story is brewing here. It’s your opportunity to be a part of the story! About the Role: We are seeking highly motivated and experienced Account Managers to join our dynamic team and drive sales and revenue growth within key Telco accounts across Africa. These roles will be pivotal in building and maintaining strong client relationships, expanding our produc

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Head of Franklin Crypto Capital Formation The Head of Franklin Crypto Capital Formation function is dedicated to growing the firm’s investor base, driving capital formation and fostering robust, transparent, productive relationships with our investors. Our mission is to ensure that our Limited Partners (LPs) and other stakeholders, including the global distribution teams, are well-informed, engaged, and confident in their investments with Franklin Crypto. The team works collaboratively with the division’s leadership, investment professionals, global distribution team and external stakeholders to ensure a cohesive and effective investor relations strategy, one anchored in best-in-class client experience. Our firm executes a diverse array of scalable, institutional investment strategies spanning open- and closed-end funds, including hedge funds, venture and private credit funds, across seed stage, early venture stage, and public crypto token and equity investing. The Capital Formation function serves to (a) lead capital formation across our full platform of cryptonative open- and closed-end funds, hedge funds, venture and private credit funds sourcing commitments from both c

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Senior Administrative Assistant We are looking for a Senior Administrative Assistant to join the Franklin Templeton Crypto team. The role will be based in New York City. In this role, you will provide support to leaders in multiple functions across the team as well as partner with other members to support the broader Franklin Crypto organization. What are the ongoing responsibilities of a Senior Administrative Assistant? Provide administrative support to executives; responsibilities include calendar maintenance, meeting coordination, staff relocations, phone coverage, ordering office supplies, email correspondence, incoming/outgoing mail, filing, and scanning. Manage day-to-day communication between executives and company staff or outside business clients and contacts. Coordinate complex domestic and international travel plans. Assist with creation of travel binder, including agenda details and subsequent expense report submission process. Ensure that department invoices and expense reports are processed timely and accurately. Take and maintain meeting