• Financial Institutions Relationship Manager Senior…

    USAA (San Antonio, TX)
    …Subject-matter-expert level of business acumen in the areas of annuity business operations , broker dealer sales processes and paperwork, sales suitability, ... + 3 or more years of experience in annuity operations support and service, preferably within a broker... operations support and service, preferably within a broker -dealer or insurance company utilizing third-party annuities distribution. +… more
    USAA (07/11/25)
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  • Manager - Collateral Management

    Charles Schwab (Westlake, TX)
    …and collateral requirements + Extensive experience and knowledge required in broker /dealer operations + Experienced with treasury functions including debt ... planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the… more
    Charles Schwab (06/18/25)
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  • RNDIP Compliance and Oversight Consultant

    SolomonEdwards (Austin, TX)
    …Consultant to join a leading national financial services organization with significant broker /dealer operations . This hands-on role will lead the design and ... apply guidelines in practice. * Experience in: o First line operations (1LOD) for broker /dealer or non-deposit investment products (ideal), and/or o Second line… more
    SolomonEdwards (07/30/25)
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  • Account Manager - Global Specialty- Property…

    The Hartford (Houston, TX)
    …+ Prepares submissions for rating and acts as the gatekeeper between the Broker , Underwriter and the Operations Service Center Underwriting Support + Performs ... Thursday). The Account Manager, as part of Global Specialty Operations , will serve as a critical partner to the...based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations + Serve as a… more
    The Hartford (07/02/25)
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  • New Business Consultant

    Principal Financial Group (Addison, TX)
    …field preferred. + 2+ years of related work experience in life insurance/ broker -dealer or RIA operations : client service, account opening, account management, ... new client accounts, managing account openings and asset movement requests with broker -dealer, and serving as a point of contact between financial professionals,… more
    Principal Financial Group (06/27/25)
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  • Senior Auditor, Broker Dealer/Asset…

    Charles Schwab (Austin, TX)
    …efficiency of governance processes, risk management, and internal controls. The Broker -Dealer/Asset Management enterprise team is seeking a Senior Auditor (Senior ... Specialist). The Broker -Dealer/Asset Management team provides internal audit coverage of the...and objective assurance activity designed to improve the organization's operations and compliance with key regulations by evaluating and… more
    Charles Schwab (07/24/25)
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  • Account Manager- Primary Casualty Wholesale- West

    The Hartford (Frisco, TX)
    …* Prepares submissions for rating and acts as the gatekeeper between the broker , Underwriter and the Operations Service Center Underwriting Support * Performs ... hours. The Account Manager, as part of Global Specialty Operations , will serve as a critical partner to the...based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations * Serve as a… more
    The Hartford (07/12/25)
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  • Internal Audit Manager, Broker Dealer/Asset…

    Charles Schwab (Westlake, TX)
    …efficiency of governance processes, risk management, and internal controls. The Broker -Dealer/Asset Management enterprise team is seeking an Internal Audit Manager. ... The Broker -Dealer/Asset Management team provides internal audit coverage of the...and objective assurance activity designed to improve the organization's operations and compliance with key regulations by evaluating and… more
    Charles Schwab (07/18/25)
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  • Associate Producer/ Broker

    USG Insurance Services, Inc. (Arlington, TX)
    Associate Producer/ Broker Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : $50,000 - $75,000 Offices : At USG, we ... and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation.… more
    USG Insurance Services, Inc. (06/02/25)
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  • Producer/ Broker

    USG Insurance Services, Inc. (Houston, TX)
    Producer/ Broker Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : $50,000 - $150,000 Offices : At USG, we empower our ... and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation.… more
    USG Insurance Services, Inc. (06/02/25)
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