- Atria Wealth Solutions (Fort Worth, TX)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial… more
- Atria Wealth Solutions (Allentown, PA)
- …current on investment products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager . + Drives investment ... to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial… more
- Atria Wealth Solutions (Richmond, VA)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial… more
- GovCIO (United States Air Force Acad, CO)
- …GPU-P and DDA. + Set up and administer System Center Virtual Machine Manager (SCVMM) + Deploy and manage ephemeral and persistent VDI environments (Microsoft RDS). ... GPU-enabled workloads for simulation/graphic intense software + Implement Remote Desktop Broker or broker equivalents **Migration & Maintenance** + Perform… more
- Atria Wealth Solutions (Cincinnati, OH)
- …current on investment products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager . + Drives investment ... to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial… more
- HUB International (Tulsa, OK)
- …and ancillary systems as required + Other responsibilities as assigned by Account Manager and/or Account Executive + Follow HUB Broker Standards Key ... Coordinate the servicing of assigned accounts with the Account Manager and/or Account Executive + Enter data as required...required + Review and process change requests in the broker management system + Check policies and endorsements for… more
- Zurich NA (Montgomery, AL)
- …in Ridgeland, MS or Birmingham, AL. We may, at the discretion of the hiring manager , be open to hiring remotely in Mississippi or Alabama. This position will require ... at either the AVP or VP level. The hiring manager will determine the appropriate level based upon the...Establish new as well as develop existing agency and broker relationships + Working within limits and authorities on… more
- 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 ... investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to… more
- Heritage Christian Services (Rochester, NY)
- …spending for assigned individuals and address issues/concerns proactively with the individual, broker , Care Coordinator/ Manager and members of the COS as ... OPWDD and DOH guidance and ADMs including Community Habilitation, Broker , Respite, SEMP, FI, IDGS, etc. + Ensure timely...appropriate. + Attend FI/ Broker OPWDD Webex quarterly meetings and other trainings as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the service experience for independent registered investment advisors and introducing broker dealers for the custodian and clearing services platform. Strategic ... client needs while appropriately considering and managing business risk. Dynamic people manager with ability to build, motivate and retain a positive and highly… more