- CVS Health (Columbus, OH)
- …and recurrent training requirements. + Provides leadership for all broker training , recertification, and testing through in-person and webinar-based ... and driving down costs. Aetna is hiring a local Broker Manager to support the growth of our industry...**401(k) plan** (including matching company contributions), and an **employee stock purchase plan** . + **No-cost programs for all… more
- CVS Health (Denver, CO)
- …and recurrent training requirements. * Provides leadership for all broker training , recertification, and testing through in-person and webinar-based ... each and every day. CVS Health/Aetna is hiring a Broker Manager to support our growing Sales Organization. CVS...**401(k) plan** (including matching company contributions), and an **employee stock purchase plan** . + **No-cost programs for all… more
- Charles Schwab (Westlake, TX)
- …efficiency of governance processes, risk management, and internal controls. The Broker -Dealer/Asset Management enterprise team is seeking an Internal Audit Manager. ... The Broker -Dealer/Asset Management team provides internal audit coverage of the...(iv) asset management functions; (v) corporate client services, including stock plan services, retirement plan services, and compliance and… more
- SMBC (New York, NY)
- …in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, ... to the President and is responsible for overseeing the management of the broker dealer's compliance risk and is represented by the Chief Compliance Officer as… more
- Charles Schwab (Westlake, TX)
- …improve the efficiency of governance processes, risk management, and internal controls. The Broker Dealer Asset Management (BDAM) Audit Team is seeking a Senior IT ... with onboarding and ongoing support to new team members. + Administration/ Training : Completion of firm-wide and departmental administration and training … more
- Weatherford (Houston, TX)
- The Stock Plan Specialist will support the day-to-day administration of the company's stock -based compensation plans. You will collaborate with internal business ... management of the stockholder ledger, and assist with employee education and training regarding the company's equity plans. The successful candidate will demonstrate… more
- CRC Insurance Services, Inc. (Richmond, VA)
- …assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of business to leverage CRC Benefits' capabilities… more
- CRC Insurance Services, Inc. (Walnut Creek, CA)
- …working from home. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting ... value proposition. Benefits Sales Executives develop an intimate knowledge of their broker firms and their books of business to leverage CRC Benefits' capabilities… more
- Vanguard (Malvern, PA)
- …Rule and customer reserve computations. + Working knowledge of BetaNeXT and the broker dealer stock record/ + Working knowledge of financial and operational ... and dynamic team that performs Treasury Functions consisting of moving and reconciling broker dealer cash activity. The VMC Treasury Liaison will perform the newly… more
- Atria Wealth Solutions (Sandusky, MI)
- …tax and securities consequences to clients with particular investments. + Attend training and/or complete required continuing education to keep current on investment ... program integration initiatives with the assigned bank program (includes branch personnel training ). Actively engage assigned branch staff on a regular basis as well… more
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