- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Kestra Financial (San Antonio, TX)
- …years of experience in financial services, with a solid understanding of broker -dealer operations and investment products (equities, bonds, options, mutual ... directly to the Financial Planner and manages the firm's client service operations , overseeing support staff and enhancing the client experience through proactive… more
- 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
Recent Jobs
-
Cortex Cloud Sales Specialist, Commercial Select
- Palo Alto Networks (New York, NY)
-
Business Intelligence Reports Developer - Mid-Level
- CGI Technologies and Solutions, Inc. (Chantilly, VA)
-
Public Health Advisor, Bureau of Hepatitis, HIV, and STI
- City of New York (New York, NY)
-
2nd Shift - Maintenance Mechanic
- Parker Hannifin Corporation (Cambridge Springs, PA)