- Neuberger Berman (New York, NY)
- …submissions, review and distribute new hire documents (compliance manual, brokerage account disclosure policy, code of ethics affirmation), review background ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- MUFG (New York, NY)
- …for the Flow Products Rates and Credit Trading Desks and Institutional Investor Sales Desks. RESPONSIBILITIES + In depth knowledge of the various FR2004 reporting ... ability to translate technical information for non-technical audiences + Proficiency in Brokerage systems such as Bloomberg and Broadridge systems (BPS and IMPACT)… more
- The Hartford (New York, NY)
- …terms. + Establishes and maintains a strong account pipeline. + Manages the sales process including planning, operating routines, and monitoring. + Is well versed ... * 3 + years of Umbrella, Excess and/or Casualty Underwriting or Brokerage experience is required * Demonstrated success in developing and maintaining solid… more
- First Horizon Bank (Orlando, FL)
- …small business relationships through calling on targeted potential clients + Develops sales plans and strategies + Works closely with other departments and fulfills ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- CBRE (Houston, TX)
- …large financial organization within a specific region. This job is part of the Brokerage job function. They are responsible for the buying, selling, and letting of ... wide variety of Commercial real estate products. + Coordinate the negotiation of sales through a field broker. Negotiate leases, amendments, and track expirations. +… more
- Citigroup (New York, NY)
- …a dominant top 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a significant growth program to ... partner extensively with a range of internal stakeholders including Front Office Sales and Trading Desks, Compliance, Legal, Finance and HR; alongside having… more
- WTW (Atlanta, GA)
- …resources; and performing other duties as assigned. **The Responsibilities** + Manages brokerage responsibilities for a book of new and recurring casualty exposures ... client and/or client management teams + Assists on or leads front end sales /RFP efforts + Prepares/oversees creation of proposals, submissions and quotes + Designs… more
- Scotiabank (Dallas, TX)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... bank. + Direct experience with equity derivatives and synthetic prime brokerage services, including negotiation of Master Confirmation Agreements under the ISDA… more
- DLB Associates (Meridian, MS)
- …and approved by external design partners. + Provide design support to the owner's sales and engineering team on customer RFPs. + Manage, review, and approve any ... dependent children up to age 26 + 401k with company match and self-directed brokerage account option + PTO including additional paid time off during the last week… more
- First Horizon Bank (Raleigh, NC)
- …site at location listed in job posting **Summary** Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more