• Sales Executive (Small Group Aetna Dental/Vision)

    CVS Health (Austin, TX)
    …+ Strong business acumen, presentation skills and ability to work independently. ** Preferred Qualifications** + Established relationships with Broker Channel. + ... who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment… more
    CVS Health (09/02/25)
    - Related Jobs
  • Senior Analyst, Special Investigative Unit

    CVS Health (Austin, TX)
    …seeking an experienced Senior Healthcare Fraud Investigator to join our Dental/Pharmacy/ Broker Investigative Team within Aetna's Special Investigations Unit. In this ... media and internet research. + Ability to Travel for Business purposes. ** Preferred Qualifications** + Certified Professional Coder (CPC), AHFI, CFE + Bilingual… more
    CVS Health (09/02/25)
    - Related Jobs
  • Operations Specialist, Tax & Cost Basis

    Charles Schwab (Westlake, TX)
    …+ Bachelor's degree or equivalent experience in Accounting, Finance or Economics preferred + Expertise in tax reporting Preferred Qualifications: + Highly ... framework + Knowledge of IRS regulations in relation to broker /dealer reporting + Excellent written and verbal communication skills...work with large data sets + Schwab Bank experience preferred + Series 7 license preferred **What's… more
    Charles Schwab (08/31/25)
    - Related Jobs
  • Compliance Program Advisor - Capital Markets

    PNC (TX)
    …The Compliance Program Advisor should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24 or 53) are ... preferred for this role and/or public finance compliance experience....long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder… more
    PNC (08/23/25)
    - Related Jobs
  • Specialist, Operations- Cost Basis

    Charles Schwab (Westlake, TX)
    …this role has specific qualifications that successful candidates should have. Preferred Qualifications: + Series 7/63 Required Qualifications: + Advanced MS Excel ... industry + Expertise in IRS regulations in relation to broker /dealer reporting + Expertise in tax and cost basis...the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering,… more
    Charles Schwab (08/28/25)
    - Related Jobs
  • Associate Category Operations Manager

    US Foods (Austin, TX)
    …weekly ATC communicates and disseminate direction to appropriate parties. + Develop broker and vendor contacts along with using internal resource pool to ... equivalent distribution or food service supply chain experience required. ** PREFERRED QUALIFICATIONS** Previous US. Foods experience preferred .… more
    US Foods (08/29/25)
    - Related Jobs
  • Regulatory Reporting/Capital Markets - Business…

    PNC (Dallas, TX)
    …success. As a Business Systems Analyst within PNC's Technology Capital Markets / Broker Dealer organization, you will be based in Pittsburgh, PA; Cleveland, OH; ... required certifications/licensures needed to be successful in this position. ** Preferred Skills** Application Development, Business Management, Customer Solutions, Design,… more
    PNC (07/14/25)
    - Related Jobs
  • Strategic Projects & Insights Manager

    CRC Insurance Services, Inc. (Dallas, TX)
    …and operational data + Drive strategic project work tied to business growth, broker optimization, trading performance, and organizational design + Serve as a go-to ... a related field required; MBA or equivalent advanced degree preferred . + 4+ years of experience in strategy, business...division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you… more
    CRC Insurance Services, Inc. (07/12/25)
    - Related Jobs
  • Wealth Brokerage Risk Execution Consultant

    Truist (Austin, TX)
    …compliance, supervision and/or administration. 3. Extensive knowledge of the broker /dealer and registered investment adviser industry. 4. Excellent written, verbal ... Series 7, 66, 24, and Life, Health and Variable insurance licenses. ** Preferred Qualifications:** 1. Business degree in business, accounting, finance, banking or… more
    Truist (08/26/25)
    - Related Jobs
  • Business Dev Specialist - POD I, II OR Senior

    Constellation (Houston, TX)
    …salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program; comprehensive medical, dental and vision benefits, including a robust ... and other issues. Prioritize workload independently while managing BDMs, customer, and broker expectations. Take initiative to assist team members as needed. +… more
    Constellation (08/22/25)
    - Related Jobs