- JPMorgan Chase (Glendale, 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
- AIG (Los Angeles, CA)
- …our clients and growing our business. Where you can make an impact: Client & Broker Engagement At AIG, we are reimagining the way we help clients manage risk through ... as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience - our client-centric framework… more
- Centene Corporation (Sacramento, CA)
- …for Quotes (RFQs) as well as the generation, release and tracking of HNCA mid market quotes to achieve the overall goals and objectives of the department. Also, to ... Group Service Agreements (GSAs), Group Sales Notification (GSNs), and Broker Group Information Sheet (BGIS). Training of all SALSA...position reports to the director(s) of the regional mid market sales team. + Manages the daily operations of… more
- City National Bank (Sacramento, CA)
- …Funding Support to Treasury across all product lines including Fixed Income, Money Market , Derivative, Structured Product, Broker dealer, Loans and other trading ... groups * Validating projected balances and confirming real time positions including intraday liquidity * Analyzing cash positions, general ledger and balance sheets of trader's portfolios to ensure appropriate funding * Ensuring correct cost of carry… 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
- 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
- T. Rowe Price (San Francisco, CA)
- …management solutions to our diverse client base which include Banks, Broker /Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. ... opportunity to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the… more