• CRC Benefits - Sales Executive, Ancillary Benefits…

    CRC Insurance Services, Inc. (Richmond, VA)
    …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities… more
    CRC Insurance Services, Inc. (07/18/25)
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  • Governance & Controls - Risk Advisor I - Finra

    Truist (Richmond, VA)
    …perform supervisory functions that are routinely associated with those of a retail broker /dealer to engage with advisors in the management of risks and controls as ... the day-to-day supervisory reviews that are performed. + Supervisory responsibility for Broker Dealer trading activity. + Provide oversight and support for open… more
    Truist (06/03/25)
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  • Wealth Relationship Manager - Divisional…

    Truist (Richmond, VA)
    …supervisory functions that are routinely associated with those of a retail broker /dealer. Actively engage field associates and serve as a dedicated resource for ... timely field responses in a coordinated manner. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and… more
    Truist (07/08/25)
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  • Account Service Manager Sr - Pharmacy Account…

    Elevance Health (Norfolk, VA)
    …monthly, ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client. + Coordinates open enrollment meetings, renewal process and ... training sessions. + Participates in efforts to support standardization...a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject… more
    Elevance Health (07/17/25)
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  • Manager, Pharmacy Underwriter

    CVS Health (Richmond, VA)
    …facilitate and negotiate using tact and diplomacy. They will be involved in training , projects, and mentoring others. Works primarily on complex or high visibility ... cases, markets or underwriting methods. Additional Responsibilities are: + Identifies training issues and recommends a course of action. + Leads process improvement… more
    CVS Health (06/23/25)
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  • Wealth Brokerage Risk Execution Consultant

    Truist (Richmond, VA)
    …compliance, supervision and/or administration. 3. Extensive knowledge of the broker /dealer and registered investment adviser industry. 4. Excellent written, verbal ... in business, accounting, finance, banking or equivalent education and related training . **General Description of Available Benefits for Eligible Employees of Truist… more
    Truist (06/28/25)
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  • Financial Controller I

    Truist (Richmond, VA)
    …report; Form SIS, Form SSOI, Form OBS, Form Custody for registered broker /dealers.Support the Corporate Controller and Financial Reporting team on external financial ... Bachelor's degree in Accounting or Finance, or equivalent education and related training 2. 2-3 years of relevant accounting finance experience that includes complex… more
    Truist (06/17/25)
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