- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor regulatory ratios and adherence, and develop associated tools ... + Basic knowledge of finance and accounting, particularly in the bank and broker -dealer space; + Good SQL and Excel Skills; + Experience with Tableau and/or… more
- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... knowledge of finance and knowledge of liquidity risk management at a broker dealer. * Regulatory financial reporting, and experience in treasury management and… more
- HUB International (Fort Worth, TX)
- **About Us:** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, ... related continuing education training and courses + Must follow HUB Broker Standards **Qualifications** **:** + Bachelor's degree preferred (4-year degree) +… 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 consistent with the company's… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …relationships with members and internal/external sources. + Execute customer and broker purchase/sales orders of securities for current/new clients. + Identify ... + Ability to obtain appointment by the sponsoring insurance company, broker -dealer and/or Registered Investment Advisory Firm + Experience in business development… more
- CVS Health (Dallas, TX)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision/Voluntary products covering for the Middle Market ... ability to work independently. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Salesforce experience. +… more
- Zurich NA (Houston, TX)
- …of underwriting + Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on assignments of varying degrees ... with Microsoft Office Preferred Qualifications: + Bachelor's Degree + Established broker relationships. + Sales execution mindset + Creative problem-solving skills +… more
- Robert Half Finance & Accounting (Willis, TX)
- …practices. Licenses and Certifications: Apply expertise as a US Licensed Customs Broker or Certified Customs Specialist (CCS) to oversee and optimize customs ... of US, Canadian, and Mexican regulations. Active US Licensed Customs Broker or Certified Customs Specialist (CCS) certification. Thorough understanding of CFR… more
- CVS Health (Dallas, TX)
- …are professionals who help us build our middle market business via the broker distribution channels for Medical, Group Insurance and Specialty products. Their goal ... Skills demonstrating value. **Preferred Qualifications** + Established relationships with Broker Channel. + Carrier Sales experience. + Bachelor's Degree in… more
- HCA Healthcare (Austin, TX)
- …strategy of the Division, the VP of GME will be responsible for being the knowledge broker and implementation leader for GME in the Division as well as being a part ... this division in 2026-2030** . What you will do in this role: Knowledge Broker **Successful candidates for this role will:** + Possess the executive level skills and… more