- Sciolex Corporation (Chantilly, VA)
- …an Enterprise Solution. -- Deploy on short notice to support worldwide crisis/contingency operations . Day to day interface between NRO and J28 and J8 Directly ... client's requirements. Ability to build trust and reputation as an honest broker . Ability to communicate customer requirements to the NRO and NRO capabilities… more
- Atria Wealth Solutions (Vancouver, WA)
- …non-deposit investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker ... industry. + Maintain continuing education and legal requirements of FINRA, State Insurance, broker dealer and Columbia CU. + Build rapport and educate Columbia CU… more
- AIG (Los Angeles, CA)
- …our clients and growing our business. Where you can make an impact: Client & Broker Engagement At AIG, we are reimagining the way we help clients manage risk through ... as driving new business activity. The team serves major clients and broker partners through an elevated, personalized experience - our client-centric framework… more
- Janus Henderson Investors (Denver, CO)
- …systems, following established procedures and leveraging data from the transitions and broker relations teams. + Oversee and maintain commission rules as directed by ... internal stakeholder teams. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support… more
- Broadridge Financial Solutions (Newark, NJ)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Vistra (PA)
- …warm lead conversations + Maintain accurate and timely customer information with sales operations , ensuring customer and/or broker issues are resolved in a ... ensure proper billing and partner payment **Job Family** Sales **Company** Vistra Retail Operations Company **Locations** State of Ohio Ohio **_We are a company of… more
- Atria Wealth Solutions (King, NC)
- …rules and regulations set forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and production goals. + Provide ... have the following abilities: to read, to perform arithmetic operations quickly and accurately; to see details and recognize...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and RIA with a stable track record of… more
- Cushman & Wakefield (Boca Raton, FL)
- …departments and teams ( Operations , Marketing, Finance, etc.) on behalf of the broker team for the creation of pitch and proposal materials. . Manages client ... The Brokerage Coordinator plays an integral role in supporting our broker teams. They provide superior administrative, marketing, research, and finance support… more
- Centene Corporation (Sacramento, CA)
- …**Position Purpose:** The Supervisor Sales Administration will manage the daily operations and workflow, and will provide supervision of the Sales Assistants, ... Group Service Agreements (GSAs), Group Sales Notification (GSNs), and Broker Group Information Sheet (BGIS). Training of all SALSA...regional mid market sales team. + Manages the daily operations of mid market internal sales to assure all… more
- Mizuho Corporate Bank (New York, NY)
- …and consulting function, designed to add value and improve Mizuho Bank's US operations including derivative activities, broker dealer and swap dealer businesses. ... Based in the New York Metro area, IADA staff members perform various audits of different business areas of the bank to evaluate the effectiveness of risk management and governance processes. Along with its counterparts in London, Hong Kong and Singapore, IADA… more