- HUB International (Tulsa, OK)
- …accounts in accordance with the practices, policies, and procedures of the Company . Duties and Responsibilities: + Coordinate the servicing of assigned accounts with ... Account Executive + Enter data as required by insurance company automation systems + Provide support to the Account...required + Review and process change requests in the broker management system + Check policies and endorsements for… more
- Bloomberg (New York, NY)
- Senior Data Management Professional - Data Quality Engineer - Company Financials Location New York Business Area Data Ref # 10044300 **Description & Requirements** ... platinum customer support to our clients. Our Team: The Company Financials team provides our clients with fast and...so they can stay on top of their game: broker estimates, financial filings, and any other dataset that… more
- Cushman & Wakefield (Irvine, CA)
- …transaction support Customer support relationship management in partnership with Broker (s) Support timeliness of deliverables Pitch and Proposal Coordination- ... to create and e-blast marketing and manage, organize and respond at broker (s) direction Distribute marketing materials to investors and brokers during marketing… more
- Insight Global (New York, NY)
- …Officer will report to a supervisor with the Wealth Management Broker /Dealer Compliance division. * Review marketing material for consistency with applicable ... to internal partners with inquiries regarding business communications We are a company committed to creating diverse and inclusive environments where people can… more
- State of Minnesota (St. Paul, MN)
- …plays a crucial role in auditing state registered investment advisers and broker dealers to ensure adherence to relevant laws and regulations. This position ... The Auditor Senior performs audits for state registered investment advisers and broker dealers to ensure adherence to relevant laws and regulations. Collaborating… more
- Axis (Alpharetta, GA)
- …of $25,000 to $75,000. Ideal candidates possess key retail and wholesale broker relationships and full life cycle exposure to portfolio management, including ... brokers and clients, as well as for industry and company events. **Responsibilities:** + Underwrite a profitable book of...on mid-size to large accounts. + Develop and manage broker relationships. + Develop internal relationships with other profit… more
- Wells Fargo (New York, NY)
- …and Investment Banking (CIB) Compliance team and requires deep expertise in broker -dealer regulations and lending compliance. **In this role, you will:** + Serve ... in FINRA, SEC, FRB, and OCC regulations related to broker -dealer and ABS activities. + Familiarity with traditional lending...as critical to the success of our customers and company . They are accountable for execution of all applicable… more
- Zurich NA (New York, NY)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. This ... / AMIM / or ARM a plus + Established broker relationships + Ability to effectively assess risk +...incentive bonus eligibility set at 15%. As an insurance company , Zurich is subject to 18 US Code |… more
- CBRE (Baltimore, MD)
- …expanded business opportunities through market research and data analysis as directed by broker team. + Provide broker team with pertinent information on current ... trends. Analyze internal and external data to identify and present trends to broker team. Maintain current knowledge of market conditions and legislation that may… more
- Cushman & Wakefield (San Diego, CA)
- …transaction support Supports client relationship management in partnership with Broker (s) Support timeliness of deliverables **Pitch and Proposal Coordination-** ... to create and e-blast marketing and manage, organize and respond at broker (s) direction Distribute marketing materials to investors and brokers during marketing… more