- Atria Wealth Solutions (Sandusky, MI)
- …develop an investment strategy to implement. + Stay current and analyze market conditions. Educate and update yourself about financial and investment vehicles in ... the market and the tax and securities consequences to clients...develop. + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc.… more
- AON (Boston, MA)
- …work and continuous learning? Our Construction Services Group is seeking an Account Executive/ Broker II to join their Northeast team. This is a hybrid role working ... is renowned for its expertise and leadership in the construction insurance market . This role offers the chance to collaborate with industry-leading professionals and… more
- CVS Health (Trenton, NJ)
- …US region to support and drive profitable membership growth in the self-funded market . Develops strategy, distribution, and collaboration with local market Aetna ... for Meritain Health, an Aetna Company in their local market . Meritain targets customers who prefer to self-fund their...using customized self-funded solutions. + Works through the external broker community to promote and develop the Meritain brand… more
- CRC Insurance Services, Inc. (WA)
- …from time to time. 1. Promote new business and/or renewal business to achieve production/ market criteria as defined by Broker with little or no supervision. 2. ... or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents… more
- CVS Health (Augusta, ME)
- …of B2B materials associated with new product launches. Collaborate on go-to- market strategies to refine messaging, positioning, and sales enablement initiatives. ... **Producer Engagement** + Create materials for broker meetings such as Producer COE sessions, leadership roundtables, and other strategic engagements with broker … more
- RGP (San Francisco, CA)
- …documentation of RCSA activities, with a primary focus on Operations and Broker -Dealer entities. This role plays a critical part in strengthening the organization's ... the design and effectiveness of key controls within operational and Broker -Dealer environments. + Accurately document testing procedures, findings, and outcomes in… more
- GMHC (New York, NY)
- …apartment showings, lease reviews, and payment processing. + Ascertain that all housing stock comply with GMHC and funder standards as well as NYC housing ... other partners. + Responsible for processing monthly rental payments, security deposits, broker 's fees, rental arrears, and other payments as needed. + Manage and… more
- PNC (Pittsburgh, PA)
- …in Pittsburgh, PA. The candidate must have Foreign Exchange experience or Securities Broker Dealer experience . The position will require the ability to create ... * Experience working with FX Trading (Forwards, NDFs, Swaps, Options) or Broker Dealer Trading, Trade Capture, Accounting, and Settlements. * Broad knowledge and… more
- CRC Insurance Services, Inc. (Birmingham, AL)
- …from time to time. 1. Promote new business and/or renewal business to achieve production/ market criteria as defined by Broker with little or no supervision. 2. ... Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals...division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you… more
- OTC Markets Group Inc (New York, NY)
- … Market . Our OTC Link(R) Alternative Trading Systems (ATSs) provide critical market infrastructure that broker -dealers rely on to facilitate trading. Our ... create a consistent digital footprint across the US financial market data and trading ecosystem. + Ensure client relation...Generous Paid Parental Leave Program + Annual bonus and Stock Incentive Program + 401(K) Plan - Retirement +… more