- Broadridge Financial Solutions (El Dorado Hills, CA)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Carrington (Anaheim, CA)
- …and more efficiently inside the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of the loan process is ... handled in the most efficient manner possible. + Professional account manager's partner with you and your brokers to add value every step of the way. + Base pay plus an industry leading commission plan. + Take over existing accounts. **What We Offer:** +… 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
- Cushman & Wakefield (Los Angeles, CA)
- …business service capabilities + Coordinate with other leaders within the entire Broker & Market Support Platform, including the Deal Desk and Marketing Centers ... of Excellence Financial Analyst Hub Operations: + Manage Financial Analyst Hub Managers and oversee the activities performed to manage day- to- day operations of both on-shore and off-shore resources within the Hub + Monitor Financial Analyst Hub performance… more
- City National Bank (Los Angeles, CA)
- …* 5 or more years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of management and/or supervisory experience * FINRA ... Series 7, 66, and 24 *Additional Qualifications* * Bachelor's degree in Business, Finance, or related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds, Fixed Income, Retirement Accounts, CDARS, 529 Plans, and CNS Advisory accounts… more
- Acosta Group (Garden Grove, CA)
- …have 3 - 5 years prior experience with data entry, preferably with a food broker or college graduate. + Must have prior experience utilizing MS Word, Excel and ... e-mail programs. Knowledge, Skills, and Abilities + Strong communication skills internally and externally + Motivated self-starter and problem solver. + Efficient and effective use of Micro Soft Office. + Must be able to represent the company in a professional… more
- Zurich NA (San Francisco, CA)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. + ... Mentor team members. This role will be filled at either the Senior or AVP Level. The hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Basic… more
- Vertafore (CA)
- …not limited to the following: * Build a strong presence in the insurance broker community in the designated territory. * Increase the number of Vertafore customers ... by selling to non-Vertafore Brokerage. * Use the Vertafore Value Selling System. * Serve as the lead point of contact for all customer account management matters. * Build and maintain strong, long-lasting client relationships. * Help your clients evaluate new… more
- Lincoln Financial (Sacramento, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …to adapt risk management strategies and maintain compliance. + Ensure continuous broker compliance across all US state and federal jurisdictions. Monitor evolving ... regulatory expectations (eg, NAIC, Lloyd's) to ensure internal preparedness. + E&O Management: + Oversee the errors and omissions (E&O) management process, ensuring timely and efficient resolution of errors and omissions, while managing complex or high-value… more