- 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 ... Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial...and career coaching and mentoring employees. + Assist in managing all recruiting efforts for Patelco Financial Solutions in… more
- The Cigna Group (San Francisco, CA)
- …and leadership role in a service, sales, healthcare, health plan and/or broker /consulting environment; 8-12+ years leading and managing sales team(s) at ... and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies.… more
- TopMark Funding LLC (CA)
- …of strong performance. We are also interested in discussing opportunities with small broker shop owners with two or more years of successful equipment financing ... sales experience who are experienced in the broker business model and looking to expand their opportunity...ensure the production of transactions are moving forward + Managing the sales side by guiding the client through… more
- Zurich NA (Irvine, CA)
- …and 10 or more years of experience in the Underwriting, Market Facing, Broker , Carrier or Risk Management area within the Commercial Insurance industryOR + Bachelors ... Energy product lines, the commercial insurance and Energy industry + Strong Broker relationships + Results oriented + Portfolio management, risk selection and… more
- CalSTRS (Sacramento, CA)
- …operational accountability. Today the unit focuses on three primary strategies: managing a portfolio of sustainability-themed private market investments that are ... including CalSTRS net zero portfolio emissions strategy, which includes managing climate-related risks, investing in climate solutions with attractive risk-return… more
- CalSTRS (Sacramento, CA)
- …investment and financial expertise on complex operational activities related to managing the CalSTRS' Investment Portfolio utilizing a wide range of analytical ... Branch, you will be required to disclose your personal broker account information and be required to utilize a...account information and be required to utilize a personal broker from a designated list as provided by CalSTRS.… more
- Amentum (Sacramento, CA)
- …risk management philosophy and strategies, as well as assist in leading and managing assigned aspects of Amentum's global insurance and risk management program. The ... casualty, cyber, D&O, aerospace, marine, professional, etc.), including annual renewals, broker engagement, and carrier relationships. + Analyze risk exposure and… more
- PennyMac (Westlake Village, CA)
- …organic and paid social media strategies aimed at increasing mortgage broker acquisition, engagement, usage and loyalty. Manage content strategy and calendars, ... business + Supervise and engage with online communities including private broker Facebook groups. Foster positive interactions, address inquiries with industry… more
- City National Bank (Los Angeles, CA)
- …substantial experience advising regulated financial institutions (including national banks and broker -dealers) on laws and regulations relating to AML and Financial ... advice to all three lines of defense (front line, Risk/Compliance, Audit), broker -dealer businesses, and other US-based businesses regarding all aspects of AML laws,… more
- City National Bank (Los Angeles, CA)
- …and subsidiaries. Substantial expertise in advising registered investment advisers and broker -dealers is essential as is the ability to work and communicate ... and regulatory counsel to the Bank and its registered investment adviser, broker -dealer, and registered investment fund subsidiaries and affiliates with respect to… more