- CBRE (Dallas, TX)
- …and completed on time. + Prepare materials and engage in market meetings and broker debriefs to support the sales process. + Partner with Research and Marketing ... the use of the tool. + Learn, support, and drive the adoption of other broker technology tools and systems + Have some knowledge of standard principles with limited… more
- HUB International (Omaha, NE)
- …and insurance carriers to resolve service issues. + Follow HUB's Broker Standards policies and procedures. + Additional duties as assigned. **Qualifications:** ... be substituted in lieu of minimum qualifications. + Knowledge of insurance agency operations . + Excellent verbal and written communication skills + Team player with… more
- BlackRock (New York, NY)
- …servicers sophisticated risk analytics with comprehensive portfolio management, trading, and operations tools on a single platform to power informed decision-making, ... relationships** : Serve as the primary point of contact for key broker and platform partners, ensuring alignment on shared goals, commercial opportunities, and… more
- Vanguard (Malvern, PA)
- …ideal candidate will have expertise and knowledge in financial markets and broker -dealer products and services, along with brokerage and banking regulations and ... of the Cash Management business, including strategy, sales, marketing, operations and risk management. + Advise on FINRA, SEC...4 years of related experience required + Knowledge of broker -dealer and banking regulations + Experience and comfort in… more
- Robert Half Finance & Accounting (Houston, TX)
- …for a proactive individual with a deep understanding of the regulatory landscape for broker -dealers and investment advisers. HOW YOU WILL MAKE AN IMPACT + Policy and ... analyze complex regulatory requirements and apply them to business operations . + Attention to Detail: Exceptional attention to detail...of experience in a compliance role at a securities broker -dealer or investment adviser. COST TO ENTER THE GAME… more
- City of Chicago (Chicago, IL)
- …on** **09/26/2025.** Under direction, manages the City of Chicago's insurance broker team and directs the City's property/liability insurance program that includes ... for completeness and accuracy. **.** Supports the City's insurance broker team and insurer relationships concerning insurance procurement, account management,… more
- USG Insurance Services, Inc. (Pittsburgh, PA)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark...and supervision to the team as requested by the Broker + Manage incoming calls from producers and companies… more
- AIG (Houston, TX)
- …manager and product leaders in developing existing and establishing new broker relationships + Collaborating with Distribution, Territory Managers, and other line(s) ... more complex risks + Representing AIG at client and broker functions + Contributing to the development of less...an exciting time to join us - across our operations , we are thinking in new and innovative ways… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …complexity with significant scope and impact focused on the firm's broker -dealer and investment advisory activities. Assesses risk within assigned internal audits, ... especially those associated with the registered investment advisory and broker -dealer divisions * Knowledge and understanding of industry regulations, specifically… more
- Motion Recruitment Partners (New York, NY)
- …Summary The Client Service team partners with the portfolio management team, operations , trading and distribution to provide a best in class service experience ... have experience working in a collaborative work environment for a financial services/RIA/ Broker Dealer firm and have a passion for delivering outstanding client… more