- HUB International (Traverse City, MI)
- …of experience, special relationships with carriers, and enthusiasm for boating. **About the Role:** ** PCG ( Private Client Group ) Account Manager:** The ... **About Specialty Program Group :** Our goal is to partner with industry-leading...endorsements, diary information, follow-up if necessary, answer questions/concerns for client . + **Assist:** With PCG accounts or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group ( PCG ), the firm's wealth ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- Wells Fargo (Charlotte, NC)
- …for direct support of branches and their responsibilities for remote compliance supervision of Private Client Group ( PCG ) and Wealth Brokerage Services, ... Provide remote sales supervision and support for the WellsTrade, PCG , WBS, Institutional Retirement and Trust (IRT) channels and...issues and provide resolution within Wealth Brokerage Service or Private Client Groups + Assist with oversight… more
- Wells Fargo (Charlotte, NC)
- …for direct support of branches and their responsibilities for remote compliance supervision of Private Client Group ( PCG ) and Wealth Brokerage Services, ... support + Identify issues and provide resolution within Insurance or Private Client Groups + Perform basic or tactical ongoing regulatory, compliance and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and launch. Provides leadership to an extended team of Product Management within Private Client Group ( PCG ) Technology. **Key Responsibilities:** ... + Lead the development and implementation of a cross-platform AI roadmap, with a focus on advisor-facing technology, conducting competitive analysis to anticipate mega-trends and complex challenges and opportunities and ensuring integration with wider… more
- Raymond James Financial, Inc. (New York, NY)
- …+ Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed ... and timely manner + Provide guidance and mentoring to less-experienced peer group members **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Concepts,… more
- Public Consulting Group (PA)
- Public Consulting Group LLC ( PCG ) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and ... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that… more
- Public Consulting Group (Sacramento, CA)
- Public Consulting Group LLC ( PCG ) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and ... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that… more
- Public Consulting Group (AZ)
- Public Consulting Group LLC ( PCG ) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and ... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that… more
- Public Consulting Group (FL)
- Public Consulting Group LLC ( PCG ) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and ... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the US-all committed to delivering solutions that… more