- WTW (Portland, OR)
- …in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier ... or vendor + Strong financial skills; prior experience in health and welfare product pricing, underwriting or valuation work preferred + Desire and ability to expand relationships with current clients + Polished and well developed oral and written communication… more
- Thrivent Financial (Minneapolis, MN)
- …level of knowledge about all programs and services available to FAs through the brokerage platform as well as those available direct to provider + Strong statistical ... and analytical skills . + Ability to transfer knowledge in a manner that motivates FAs to take action + Demonstrated analytical ability and human relations skills + Ability to anticipate needs and act quickly taking ownership of decisions that are made +… more
- CBRE (Houston, TX)
- …Segment Role type Full-time Areas of Interest Building Management, Facilities Management, Sales/ Brokerage Location(s) Houston - Texas - United States of America CBRE ... Global Workplace Solutions (GWS) | Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer bespoke facility and project management solutions to our… more
- First Horizon Bank (Knoxville, TN)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- First Horizon Bank (Birmingham, AL)
- …private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon ... has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable US Bank. More information is available at www.FirstHorizon.com… more
- JPMorgan Chase (Atlanta, GA)
- …and skills:** + At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning + Bachelor's degree ... preferred + CFP preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong… more
- Lincoln Financial (Baton Rouge, LA)
- …area(s) of responsibility. You will build, enhance, and direct the relationship with the brokerage sales channel in Houston, LA & MS. You will also build, direct, ... and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. **What you'll be doing** + Builds and directs a more complex relationship platform by identifying senior contacts… more
- Fifth Third Bank, NA (Evergreen Park, IL)
- …and request assistance for further development needs. + Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership ... with Investment Executive. + Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and… more
- Citigroup (Getzville, NY)
- …and Conversion events in the Market. Our team provides direct support to Prime Brokerage , Firm trading desks, Stock Lending, Repo, and SWAPS for Equity and Fixed ... Income securities. This position will primarily focus on processing activities for the NAM Voluntary Corporate Actions team. **Key Responsibilities:** + Process Voluntary Corporate Action events for US, Canadian, and Latin American securities + Process ad-hoc… more
- Citigroup (Jersey City, NJ)
- …+ Design, develop, and maintain high-quality UI components for the Prime Brokerage technology platform, taking ownership of the entire development lifecycle from ... concept to production. This is a hands-on software development role. + Provide technical leadership for an agile development team, championing best practices in Continuous Integration and Continuous Deployment (CI/CD). Foster a culture of quality through… more