- Vanguard (Malvern, PA)
- Broker / Dealer National Accounts , Product and Platform Partnerships: + Interacts with the product and research teams at national broker /dealers to ... At least two years of working within intermediary advisor distribution. National accounts experience preferred. + Undergraduate required. Graduate degree… more
- AIG (New York, NY)
- …the way we help customers to manage risk. Join us as a Vice President, Broker Dealer Claims to play your part in that transformation. It's an opportunity ... including value proposition. + Manage a claims team handling broker dealer claims, including direct handling of...Work closely with Underwriting counterparts in risk analysis and account meetings. What you will need to succeed +… more
- Vanguard (Malvern, PA)
- …existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel through predominantly electronic and telephone ... in-person contact. + Generates new relationships and broadens existing relationships in the Broker Dealer channel using a combination of electronic and in-person… more
- Guardian Life (New York, NY)
- This is an exceptional chance to join Guardian Life as a Broker - Dealer Operations Specialist and be a key player on our Park Avenue Securities team! You will ... partners on various functions including advisor as portfolio manager, multi- account /strategy proposals, and trading methodologies + Proactively and reactively… more
- Marex (New York, NY)
- …[do not delete]. The US Onboarding team is responsible for facilitating the account opening process across a number of different entities in the United States. ... + Communicate with brokers, sales, and other support & control functions on necessary account documentation and deficiencies. + Data entry of client & account … more
- Thrivent Financial (Minneapolis, MN)
- …annual or long-term incentives); medical, dental, and vision insurance; health savings account ; flexible spending account ; 401k; pension; life and accidental ... race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or… more
- Aegon Asset Management (Denver, CO)
- …products, services and positioning messages of Transamerica and convey to broker - dealer firms. + Foster relationships with key account relationship managers ... accounts . + Lead WebEx presentations and present at broker - dealer meetings as needed. + Consult with...+ Proficiency using MS Office. Preferred Qualifications + Key account management experience. Working Conditions + Office Environment +… more
- City National Bank (Newark, DE)
- …Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes. WHAT DO YOU NEED TO SUCCEED? ... account inquiries. * Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and...for bonus and/or commissions. *Benefits and Perks* At City National , we strive to be the best at whatever… more
- PNC (Pittsburgh, PA)
- …will be based in Pittsburgh, PA. Position Overview: The Capital Markets Finance - Broker Dealer Accounting group supports a high growth and strategic business ... joining a team of finance professionals which includes individuals with CPAs and broker dealer licenses. PNCCM underwrites, deals, and trades in corporate… more
- City National Bank (New York, NY)
- …and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes. * Collect information from third parties ... Magnit Global. You will not be employed by City National Bank. *The Opportunity* The New Accounts ...account inquiries. * Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and… more