- First National Bank of Omaha (IA)
- …of public finance and strong interpersonal skills to succeed in a competitive broker -dealer environment. This is a sales and production role within the broker ... dealer industry. **About This Role:** **Client Relationship Management** + Develop and maintain relationships with municipal issuers, including cities, counties, school districts, and other public entities + Serve as primary contact for existing clients while… more
- HUB International (Blue Bell, PA)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... for retaining the client, acting as the de facto technical expert and broker -consultant. In some instances no Sales Executive will be assigned and the BC… more
- Charles Schwab (Lone Tree, CO)
- …optimization across three banks, an off-balance sheet sweep deposit portfolio, and a broker dealer. The Senior Manager will develop strategy and analysis for senior ... or PRM, preferred . Experience managing the risks associated with a combined broker -dealer and bank(s) balance sheet business model . Successful history of building… more
- Citizens (Charlotte, NC)
- …skills-both verbal and written-with a customer-first mindset. Experience with prime broker /executing broker relationships a plus. + Detail-oriented, organized, ... and able to work with a sense of urgency. + Problem-solving skills and enthusiasm for working in a collaborative team environment. + Passion for financial markets and investment products. Hours & Work Schedule + Hours per Week: 40 (4 days in office; 1 day work… more
- Robert Half Legal (Philadelphia, PA)
- …including those related to private placements, investment advisors, and broker -dealer activities. * Ability to thrive in a fast-paced, highly-collaborative, ... as well as laws and regulations governing investment funds, advisers, and broker -dealers. * General knowledge of legal structuring and tax issues associated with… more
- Touro University (Great Falls, MT)
- …conversations between claims processor and students. + Negotiate with broker regarding changes needed and enrollment/coverage problems Reconcile Student Health ... Insurance invoices and communicate issues with broker . + Serve as Campus Groups student engagement platform site administrator and the Montana TouroOne Portal… more
- US Foods (Greensburg, PA)
- …questions regarding, but not limited to product availability, delivery schedule, broker contact and line information, product information and specification, product ... + Prioritize requests based on urgency and customer status. + Develop broker and vendor contacts along with using internal resource pool to independently… more
- HUB International (Manchester, NH)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... retaining the account, acting as the de facto technical expert and broker -consultant. (In some instances, an assigned Producer will have primary responsibility for… more
- Truist (Richmond, VA)
- …supervisory functions that are routinely associated with those of a retail broker /dealer. **Essential Duties and Responsibilities** Following is a summary of the ... activities may change from time to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and… more
- OEC Group (Itasca, IL)
- …5-10 years of experience as Customs Brokerage Manager (must be a licensed Customs Broker ) + Ability to mentor and lead the Chicago Customs Brokerage team. + Ability ... Customs Regulations + Experience managing a team of Entry Writers. + Customs Broker License is required. Salary $100,000-$120,000 base salary based on education and… more