- Citigroup (Tampa, FL)
- The current opening is for a candidate to join the CRO team of Citi's US Broker Dealer legal entity. The objective of the role is to support the CRO across various ... aspects in managing the US Broker Dealer and its related activities as a CFTC...proficient in Excel and Tableau. Familiarity with Citi risk systems is a plus + Undergraduate / Master's degree(s)… more
- Trinity Health (Boise, ID)
- … broker stakeholder relationships throughout the Saint Alphonsus Health System service area. Develops and evaluates major employer and community collaboration ... time **Shift:** Day Shift **Description:** Vice President of Large Employer Broker Relations will be responsible for identifying, developing, and implementing large… more
- BMO Financial Group (New York, NY)
- Our ideal candidate has FINRA examiner background with broker dealer experience including SEC 15c3 experience, possessing a strong understanding of broker dealer ... audiences. + Supports the development, evolution and maintenance of the governance system and framework. + Conducts independent analysis and assessment to resolve… more
- Vylla Home (IL)
- …and more - all under one roof! We offer our agents: + Up to 100% Broker Split - keep your commission and set your own value! Unlimited opportunity to earn what ... referrals + Free CRM and CMA tools, transaction management system , e-signatures and more + Customized training, live demos...marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated… more
- Deloitte (Stamford, CT)
- …account compliance for over 100K professionals and the daily import of 20+ broker dealer files into Deloitte's Independence monitoring system called the Tracking ... articulate to management to determine how to monitor these products in the system + Work with internal customers to accurately report their financial relationships… more
- WTW (New York, NY)
- …and completeness + Sorts and distributes work assignments for developing brokers + Maintain and develop business relationships with client advocates, producers ... + Technology acumen to adapt to multitude of technology-based systems (Epic, carrier online rating systems , Broking...of technology-based systems (Epic, carrier online rating systems , Broking Platform, etc.) + Strong attention to detail… more
- Beemac Logistics (Pittsburgh, PA)
- …after achieving sales goals and KPIs benchmarks. What makes a successful Freight Broker : + You will act as a business owner, entrepreneur and customer service ... You will be responsible for implementing, maintaining, and troubleshooting EDI systems and processes to support our logistics activities. Responsibilities: + EDI… more
- Jimcor Agency Inc. (Dallas, TX)
- …and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking and regular mail. Essential Duties ... options and support client presentation process. + Utilizes knowledge of automated systems to develop information for new or renewal policies. + Prepares quotations… more
- WTW (Chicago, IL)
- …underwriter meetings + Conduct program peer reviews + Provide coaching to brokers in training Note that visa employment-based non-immigrant visa sponsorship and/or ... models + Technology acumen - ability to utilize technology-based record management systems ; basic MS Office skills and familiarity with other relevant online tool… more
- Robert Half Office Team (El Segundo, CA)
- Description We are looking for an experienced Customs Broker to oversee the import/export process, ensuring compliance with regulations and facilitating smooth ... ensure all documentation meets regulatory and company standards. * Leverage business systems , such as CargoWise and ERP solutions, to enhance operational efficiency.… more