GENERAL JOB DESCRIPTION. Active member of the Wealth Management Group. Assists management team with account-related service, new business matters, account set-up and overall client service requests for MAI Wealth Management clients. MAJOR DUTIES AND RESPONSIBILITIES. Responsible for all service-related matters to meet the needs and requests of Wealth Management clients and their accounts. Responsible for new business processing of client accounts...
GENERAL JOB DESCRIPTION. The Sr. Financial Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Business Finance Manager. In this role, the Sr. Financial Analyst designs, develops, and produces financial reporting and analysis and ensures the integrity of the date to help our businesses and their leaders make informed decisions and drive performance as well as assist in cross-f...
GENERAL JOB DESCRIPTION. The Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. While some direct client interaction ...
GENERAL JOB DESCRIPTION. The Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. While some direct client interaction ...
About The Company. Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment b...
GENERAL JOB DESCRIPTION. The Client Accounting team provides outstanding service to our clients and advisors by maintaining accurate, complete, and up to date general ledgers for a number of clients. This position involves entering and maintaining data in our bill pay software, providing support to the Client Accounting Team and providing stellar service to our internal partners. MAJOR DUTIES AND RESPONSIBILITIES. Compile, sort and classify clien...
GENERAL JOB DESCRIPTION. We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to clients including, but not limited to, cash management, insurance analysis, retirement, tax...
About The Company. Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment b...
About The Company. Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment b...
GENERAL JOB DESCRIPTION. The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform. Duties And Responsibilities. Frequent contact with clients through in person meetings, phone and written communication. Prepares and reviews client reports. Provides advice and strategies related to clients’ investment portfolios...
GENERAL JOB DESCRIPTION. The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform. Duties And Responsibilities. Frequent contact with clients through in person meetings, phone and written communication. Prepares and reviews client reports. Provides advice and strategies related to clients’ investment portfolios...
GENERAL JOB DESCRIPTION. The Senior Salesforce Administrator is responsible for managing Salesforce Financial Services Cloud as well as the standard components of Salesforce. This role will be focused on the development, maintenance, modifications, reporting, and dashboards within Salesforce. The data security aspect of this role will require understanding of the complex and dynamic advisor-client experience. This role will be heavily involved in...
