- Insight Global (San Francisco, CA)
- …booking high-quality meetings with financial advisors and decision-makers across RIAs and broker -dealer networks. This is a purely outbound role where you'll own the ... entire top-of-funnel process from sourcing your own leads using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing 100+ cold calls a day. You'll be the first point of contact for prospects, educating them on their… more
- The Hartford (Brea, CA)
- …Brokers and Agents Qualifications: + 3+ years of P&C Middle Market Broker -facing Carrier Underwriting experience required + Demonstrated success in developing and ... maintaining solid relationships with all internal and external business partners + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions + High… more
- The County of Los Angeles (Los Angeles, CA)
- …Engages in outreach and community-based service provision as required. Serves as broker between client and family, linking them to other community resources to ... assist individuals in maximizing their self-sufficiency and independence within the limits of their disability, providing case management services as appropriate as required. Conducts treatment groups in schools and other community settings with emotionally… more
- Wellington (San Francisco, CA)
- …sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will ... be marketing Wellington's public and private investment strategies to both new and existing clients across the wealth ecosystem. The successful candidate will bring broad asset management expertise and a keen understanding of the wealth distribution process.… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …Minimum two (2) years of Compliance and/or regulatory experience within both RIA and broker -dealer business segments., + Series 7, 24 (or 26), 63, 65 (or 66), Series ... 53 (or 51), and Life, Health, & Variable Annuity Insurance Licenses (or the ability to obtain within 120 days of hire). + Strong working knowledge of both brokerage and investment advisory business concerning the regulatory framework in which they operate. + A… more
- Stanford University (Stanford, CA)
- …significant integrated innovation across three core areas: Research, Education, and Honest- Broker Convening. **Your Responsibilities will include** **:** + Based on ... engagements with the global mobility ecosystem and deep understanding of their mid-to-long term challenges and opportunities, lead an effort to create a well-defined research, educational and convening programs at Stanford to help address them. + Lead the… more
- Revelyst (Irvine, CA)
- …effective international trade compliance program **You have:** + Licensed Customs Broker (LCB) + Bachelor's degree in International Business, Logistics, or related ... field (Master's preferred). + Minimum 5 years of experience in global trade compliance, including import/export operations. + Strong excel skills, including ability to research transactions and prepare different reports in the Enterprise Resource Planning… more
- City National Bank (Los Angeles, CA)
- …associates, internal/external clients and departments, and contra parties (other broker /dealers, funds, insurance/annuity providers, etc.) on complex issues and ... questions related to transfer processes and products. * Serves as a point of contact for internal/external audits and provides demonstrations to auditors and visiting branch/home office staff. * Performs other duties and responsibilities as assigned. *The… more
- Capital One (San Francisco, CA)
- …network security products and services (Secure Service Edge SSE, Cloud Access Security Broker CASB, Secure Web Gateway SWG, NGFW, VPN, Zero Trust Networking ZTNA) + ... One or more professional certifications in Cybersecurity (CISSP, CISM, CCSP, etc.) + Experience solutioning, deploying and managing network security infrastructure within enterprises **_At this time, Capital One will not sponsor a new applicant for employment… more
- CBRE (Sacramento, CA)
- …and conditions. + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease amendments, monitoring lease expirations, ... and negotiating lease renewals. + Locate and acquire new properties to meet the client's requirements and timeline. + Disposition of surplus space through subleasing, sales, early lease terminations, etc. + Understand how to review, evaluate, and interpret… more