• BD Customer Experience Specialist I

    Principal Financial Group (Des Moines, IA)
    …questions of business unit, registered representatives, and clients within our Broker Dealer Services space, to ensure information is complete, precise, ... A team member also provides phone support related to broker dealer questions on direct held accounts. Phone volumes...not required. + May be required to work non-traditional hours to meet customer needs. + FINRA registrations (Series… more
    Principal Financial Group (07/24/25)
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  • CRC Benefits - Executive Administrative Assistant…

    CRC Insurance Services, Inc. (Dallas, TX)
    …an accurate and timely manner. * Coordinates presentations, seminars, meetings, and Broker functions. * Coordinates Sales charity functions. * Orders flowers for ... employee and Broker events, ie...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
    CRC Insurance Services, Inc. (08/02/25)
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  • Sr. Customer Development Team Manager, Albertsons

    Colgate-Palmolive (Rosemont, IL)
    …role requires building a solid understanding of the customer's GTM, division-level selling, broker team management, and P&L management. _** This is a hybrid role ... + Build and nurture partnerships across direct reports, cross-functional teams, and broker retail teams-fostering a culture of trust and integrity. + Coach and… more
    Colgate-Palmolive (07/29/25)
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  • Import Manager

    Mercury Systems (Hudson, NH)
    …(ACE) + Monitor import entries, provide clearance details, and respond to broker requests for information + Responsible for developing and executing strategies to ... + Run and review reports in ACE and proprietary broker systems + Recommends routing and handling for imports...lifting up to 25lbs. + Ability to work non-standard hours to support business needs "This position requires you… more
    Mercury Systems (07/25/25)
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  • Financial Advisor

    Atria Wealth Solutions (Lunenburg, MA)
    …future! Function: Sell investment and insurance products, available through our Broker Dealer, to individuals and small businesses by providing investment ... time off (PTO) per year + Up to 16 hours of volunteer time off (VTO) per year +...SIPC (http://www.sipc.org/) ). CFS (Member FINRA/SIPC) is a registered broker -dealer and SEC Registered Investment Advisor with a stable,… more
    Atria Wealth Solutions (07/24/25)
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  • Financial Control Accountant

    ADM (Chicago, IL)
    …for our futures commission merchant business. Areas of responsibility includes broker commission payouts, exchange transaction fees, carrying broker commission ... and departmental efficiency. **Job** **Responsibilities:** + Accounting and settlement of broker payouts and other transactional expenses + Support development of… more
    ADM (07/23/25)
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  • Financial Institutions Relationship Manager Senior…

    USAA (San Antonio, TX)
    …annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms. + Excellent relationship management skills and demonstrated ... level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging… more
    USAA (07/11/25)
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  • Attorney II - Fixed Income, Global Banking…

    Bank of America (New York, NY)
    …variety of legal issues. Knowledge of the US securities laws, broker -dealer regulations, and banking regulations impacting the business, including issues relating ... 5+ years (law firm, regulatory and/or in-house) of direct broker -dealer / capital markets legal experience. + Experience with...related field **Shift:** 1st shift (United States of America) ** Hours Per Week:** 40 Bank of America and its… more
    Bank of America (06/11/25)
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  • Senior Financial Analyst, Capital Markets

    Cushman & Wakefield (Dallas, TX)
    …responsible for translating analysis findings into high-level summaries for our Capital Market brokers . The ideal candidate will work on-site in a local Cushman & ... be expected to travel and work outside normal operating hours to meet project deadlines. **Job Description** **Essential Duties**...clients + Generate weekly reports and updates to senior brokers on calling program status and loan quote grids… more
    Cushman & Wakefield (07/09/25)
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  • Specialty Account Executive (Dental & Vision)

    CVS Health (Albany, NY)
    …product, operations, medical account teams) and external partners (clients, consultants, brokers ). * Communicate client retention status, risks, and opportunities to ... of effective collaboration with internal teams and external partners (consultants, brokers ) **Education** Education & Certifications: * Bachelor's degree required or… more
    CVS Health (07/30/25)
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