- Cushman & Wakefield (Tallahassee, FL)
- …dates * Manage smaller transactions and associated parties, ie Brokers * Provide support to the transactions team with any documentation required to be used during ... for service or client Initiation documents * Draft and process all Co- Broker and agent engagement letters * Facilitate commission invoicing * Input commission… more
- MetLife (Tampa, FL)
- …design, change management and leadership development. In addition, this role will broker services from MetLife's HR Centers of Expertise to deliver in the ... and acquisition, diversity & inclusion and global mobility in support of business goals. How You'll Help Us Build...with leaders and HR leadership team members globally to broker services for clients and to participate positively and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …reviews of third party asset managers and service provider operational support , internal controls, trade processing, and employees. * Evaluate accounting and ... of funds on the Raymond James platform. * Actively support the AIG product teams' efforts to ensure platform...**Knowledge, Skills, and Abilities:** **Knowledge of:** * Operations of broker dealers, hedge funds, private equity, and similar firms… more
- Principal Financial Group (Miami, FL)
- …growing market share. + May provide input on marketing, product development, shareholder/ broker communications and integration of campaigns with broker dealers ... experiences, backgrounds, and talents of our employees. And we support our employees the same way we support... support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted… more
- Guardian Life (Tallahassee, FL)
- …+ Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures. ... of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an… more
- Cushman & Wakefield (Tampa, FL)
- …in measuring transactional performance * Ensure that all client and broker engagement documentation is executed **Transaction Management:** * Coordinate the field ... broker selection process * Assist with determining client needs...* Ensure implementation of agreed-upon strategy * Produce and/or support business case development * Execute strategies by developing… more
- Elevance Health (FL)
- …preferred), fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured ... and key decision makers. + Develops strategic business plans to address broker and/or client needs. Conducts broker /agency education on pertinent topics.… more
- Highmark Health (Tallahassee, FL)
- …provides leadership and direction to a team that manages client and broker /consultant relationships & assignments. This individual manages the existing team and ... and solutions to grow the existing book of business while growing our broker / consultant relationships and exploring new distribution channels. This leader develops… more
- HUB International (Fort Myers, FL)
- …career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** The Employee Benefits Account Manager ... group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates. + Responsible for maintenance of… more
- Citigroup (Miami, FL)
- …of the sub-function/job family. **Responsibilities:** + Perform daily reviews in support of the OSJ (Office of Supervisory Jurisdiction) and its Registered ... issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines +… more
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