- Zurich NA (Walnut Creek, CA)
- Underwriting Specialist OR Executive Underwriter- Middle Market 121067 Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, ... been committed to assembling a team of dedicated Middle Market leaders and underwriters who understand this space very...Zurich: + You will develop and maintain relationships with broker partners and customers across all industries in support… more
- Cushman & Wakefield (Los Angeles, CA)
- …May assist with market research of prospective transactions + Participates in broker team calls and meetings as needed + May liaise with Commission Accounting on ... be responsible for translating analysis findings into high-level summaries for our Capital Market brokers. The ideal candidate will be based in Los Angeles, CA, and… more
- AON (San Francisco, CA)
- Aon is looking for a Broker Manager / Team Lead As part of an industry-leading team, you will help empower results for our clients by delivering innovative and ... our colleagues and clients succeed. Your impact as a Broker Manager - Team Lead What the day will...specific to the segment. + Detailed knowledge of the market dynamics within the segment. + Team Excellence. +… more
- JPMorgan Chase (Torrance, CA)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC. Annuities are made ... available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, NA are affiliated companies under the common control of JPMorgan Chase &… more
- Carrington (Anaheim, CA)
- **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan...access to our 48 state territory. + Ability to market faster and more efficiently inside the operation. +… more
- Atria Wealth Solutions (Dublin, CA)
- …to execute and measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to their highest potential ... of all required Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial Solutions and other… more
- Carrington (Anaheim, CA)
- …amazing team ** Responsible for the management of Account Executives and broker relationship building within a Sales area, focusing on wholesale and correspondent ... specialty lending products. Provide day-to-day mentoring, coaching, training, and broker relationship building, sales region development and management guidance to… more
- CRC Insurance Services, Inc. (Concord, CA)
- …travel throughout NorCal and Colorado. The role is responsible for managing the broker experience throughout the new build and renewal process. This role involves ... Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new...knowledge of all technology product offerings - be a market technology expert. * Demonstrate adaptive training styles to… more
- CoStar Realty Information, Inc. (Irvine, CA)
- …ensure complete and organized due diligence is available to buyers, and support the broker 's buyer engagement as needed to sell the property at an auction. As a ... Your role will be pivotal in effectively communicating auction strategies to each seller, broker and buyer that you engage with. Educating each broker and seller… more
- Ventura County (Ventura, CA)
- …and liquidity analysis, and portfolio monitoring. + Conducts comprehensive market research and financial analysis on fixed-income securities, economic indicators, ... interest-rate trends, market movements, and regulatory changes. + Prepares and presents...Fundamental knowledge of credit risk assessment, issuer evaluations, and broker /dealer compliance requirements. + Technology and Investment Systems -… more