- HUB International (Encino, CA)
- …HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk services, ... Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker -Dealer: The Chief Compliance Officer, will be a highly visible, senior… more
- Navy Federal Credit Union (San Diego, CA)
- …relationships with members and internal/external sources. + Execute customer and broker purchase/sales orders of securities for current/new clients. + Identify ... + Ability to obtain appointment by the sponsoring insurance company, broker -dealer and/or Registered Investment Advisory Firm + Experience in business development… more
- HUB International (Riverside, CA)
- …bridge of communication between the Hub Accounting teams and our Insurance Carrier and Broker partners. As a service and support unit, they work closely to ensure ... delay transaction processing. + Maintain organized and accessible records within broker management systems, following internal procedures. + Contribute to a… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …ensuring outstanding member experience. Adhere to all regulatory, broker -dealer, and institutional compliance standards-upholding the highest ethical and ... inspire confidence and build lasting relationships. Proficiency in Microsoft Office and broker -dealer platforms. Why You'll Love It Here You'll work alongside a… more
- Cushman & Wakefield (El Segundo, CA)
- …other Transaction Related Correspondences + Enter expense reports into Workday Manage Team/ Broker Calendars + Schedule Weekly Team Meetings + Set and Confirm Client ... Meetings and Conference Calls + Schedule and Coordinate Broker Events (Open House) Coordinate All Marketing Efforts + Create, Enter and Maintain Listings in External… more
- Huntington Ingalls Industries (San Diego, CA)
- …Maintenance Manual (JFMM), ensuring adherence to SWRMC Work Induction Business and Broker Rules, GSS standard operating procedures, and MDS process requirements. + ... and efficiently, in accordance with JFMM, SWRMC Work Induction Business and Broker Rules, and Production Department directives and memoranda. + Order material… more
- CBRE (San Francisco, CA)
- …terms for land, office, retail, and industrial properties. + Coordinate field broker selection and required resources. Facilitate client review and approval of ... requests for proposals, proposal comparison packages, letters of intent, and broker 's opinions of value. + Analyze and interpret financial analysis templates… more
- Highmark Health (Sacramento, CA)
- …provides leadership and direction to a team that manages client and broker /consultant relationships & assignments. This individual manages the existing team and ... and solutions to grow the existing book of business while growing our broker / consultant relationships and exploring new distribution channels. This leader develops… more
- Cushman & Wakefield (Los Angeles, CA)
- …Description Summary** The Operations Specialist will work closely with the broker teams while providing administrative support to the Operations Manager, Managing ... with IT, Real Estate, and management on all moves while tracking broker licenses, professional memberships, and educational requirements and follow up with… more
- Axis (San Francisco, CA)
- …of $100K to $1M. Candidates will have deep contacts within wholesale broker channels, exposure to the manufacturing and Commercial Contractors verticals, and full ... + Strong negotiation and business development abilities + Established wholesale broker relationships are highly desired + Advanced technical expertise, underwriting… more