- Raymond James Financial, Inc. (Austin, TX)
- …process, and business structure of independent registered investment advisors and introducing broker dealers. + Working knowledge of account types and experience in ... James products and service offering for RIAs and Introducing Broker Dealers. + Leveraging technology and back office systems...services / operations. + Experience in a service organization/role preferred + OR ~ + An equivalent combination of… more
- The Hartford (Houston, TX)
- …and National Partners - an expanding and evolving segment of the broker landscape. Emerging Partners are complex relationships requiring a thorough understanding of ... lead development of operating routines and lead process improvement for broker mergers and acquisitions.Responsibilities: + Accountable for achieving national Small… more
- Principal Financial Group (Dallas, TX)
- …growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately ... growing market share + May provide input on marketing, product development, shareholder/ broker communications and integration of campaigns with broker dealers… more
- Kiewit (Houston, TX)
- …rules and regulations. . Coordinate release of shipment with the Customs Broker , Carrier, CBP/CBSA, and other government agencies. . Enforce and execute KSN's ... identify potential compliance issues and implement corrective actions. . Review and approve broker invoices and ACH statements for payment of duties. . Build and… more
- DR Horton, Inc. (Arlington, TX)
- …sell timing to maximize value and accurately forecast quarterly sales goals * Review broker opinion of values to ensure accuracy of the pro forma and projected ... investment opportunities * Participate in the disposition process including broker selection, integrity/accuracy of offering materials, marketing process and closing… more
- HUB International (San Antonio, TX)
- **About HUB:** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, ... aspects of client service, marketing, and renewal while adhering to HUB Broker Standards + Oversees the preparation and implementation of all transactions,… more
- Carrington (Plano, TX)
- …do:** + Functions as an additional point of contact and support between Broker Partners and the various departments and individuals within the company throughout the ... up to Account Manager(s) by monitoring incoming documents from Broker via email and web platform to ensure premium...of at least one year in the mortgage industry preferred . + Experience working with NonQM, FHA, VA, USDA… more
- Guardian Life (Plano, TX)
- …managing top and bottom-line growth strategies, and identifying opportunities to increase broker value. Success of this role will be largely dependent on the ... top brokers and distribution partners + Support the general wellbeing of the broker and client relationships for the development and growth of Guardian sales and… more
- HUB International (El Paso, TX)
- **About Us:** HUB is a global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and health, employee ... industry related continuing education training and courses + Must follow HUB Broker Standards **Key Competencies:** To perform the job successfully, an individual… more
- Robert Half Finance & Accounting (Dallas, TX)
- …firm. * Responsible for the monthly net capital computation of the related Broker /Dealer, and the quarterly preparation of information needed for FINRA filings. * ... Coordinate annual audit preparation with the related Broker /Dealer's independent auditor. * Develop and maintain internal controls...work on Saturdays. * A current CPA license is preferred . * A minimum of 5 years of relevant… more
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