- Advice Pay (Bozeman, MT)
- …Experience working in financial services whether as a paraplanner, client services manager , relationship manager , advisor, operations manager , ... industry, join us. About the Position The Customer Success Manager III - AdvisorBOB (CSM III) serves as a...in this role. You'll be a key resource to broker -dealers and RIAs looking to modernize and streamline how… more
- Humana (Atlanta, GA)
- …positioned to put those customers at the center of everything it does. The Broker Relationship Manager develops and maintains relationships with small and ... medium-sized accounts. The Broker Relationship Manager work assignments involve moderately complex to complex issues where the analysis of situations or data… more
- Humana (Denver, CO)
- …and strategic part in the overall success of a team? If so, join Humana's Broker Relationship Manager team. Humana has an inclusive and diverse culture ... welcoming candidates with multilingual skill sets to service our consumers. The Broker Relationship Manager (BRM) is responsible for managing all available… more
- NJM Insurance (NJ)
- …in Commercial Lines Sales, Commercial Lines Field / Production Underwriting, or as a Broker Relationship Manager in Commercial Lines? If so, this is ... with onboarding and terminating agencies/brokers as required + Maintain agency/ broker profiles + Attend corporate functions including Corporate Giving, Chamber… more
- NJM Insurance (NJ)
- …prior experience in Commercial Lines Sales, Commercial Lines Production Underwriting, or as a Broker Relationship Manager in Commercial Lines? If so, this is ... with onboarding and terminating agencies/brokers as required + Maintain agency/ broker profiles + Attend corporate functions including Corporate Giving, Chamber… more
- Molina Healthcare (Houston, TX)
- …Responsible for the development and maintenance of an effective and efficient broker channel for assigned geographical region. Work in collaboration with other ... Broker Channel Managers, Field Sales Managers, Directors, and AVPs...on each GA to determine CAP if needed or relationship ended * Work as liaison between Molina and/or… more
- Medical Mutual of Ohio (OH)
- …brokers/agency partners, working with internal areas to resolve issues. Supports Account Manager (s) in offsite broker meetings and events and internal meetings ... agency to meet individual market service objectives. + Collaborates with Account Manager and attends external sales meetings/presentations with broker agencies,… more
- JPMorgan Chase (Jersey City, NJ)
- Join the NA Broker Dealers and Market Structure Payments Sales team! As a Payments Sales Manager within the Financial Institutions Group - North America ... Broker Dealers and Market Structure industry segments, you will...+ Stay current on all aspects of the client relationship , including revenue levels, balance levels, credit exposure, KYC… more
- UPMC (Pittsburgh, PA)
- …of working from home and may be required to go in office as needed. The Broker Manager Associate, (BMA) recruits, trains, and manages the activities of UPMC for ... UPMC has an exciting opportunity for a Brooker Manager , Associate position. This is a full time...plan. + Demonstrate leadership skills that will position the Broker team's success. + Train and develop agents to… more
- BMO Financial Group (New York, NY)
- …Capital Markets Compliance team is hiring for a CCO of it's two US broker -dealer entities in New York, BMO Capital Markets Corp (BMOCMC) and Clearpool Execution ... Services, LLC (CES). The broker -dealer CCO would manage the implementation, maintenance and administration of the broker -dealer compliance programs. Broker… more
- M&T Bank (Baltimore, MD)
- …defense risk management responsibilities of the Investment Bank and Institutional Broker -Dealer in accordance with the Enterprise Risk Framework. Oversee the ... team on risk and control topics impacting the Institutional Broker -Dealer, Corporate Securities Underwriting, and Syndications/ Participations. **Primary Responsibilities:**… more
- TD Bank (Greenville, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... in the high net worth segment. The Private Client Relationship Manager II will serve as the...CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements… more
- Comerica (Costa Mesa, CA)
- Job Description Relationship Manager IV -- FSD The Relationship Manager role will be responsible for new business development, onboarding, portfolio ... Financial Institutions and Non-Bank Financial Institutions, including Payroll Providers, Broker Dealers, Title/Escrow companies, and Fintech organizations. Position Responsibilities:… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a **Client Relationship Manager - Employee Benefits** . **Overview** : Responsible for ... become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk...assisting the Producer and Client Relationship Analyst with client relations and service, sales, and… more
- HUB International (Rockville, MD)
- …is the place for you.** We currently have an opportunity for a **Client Relationship Manager ** to join our **Employee Benefits** team in our **Rockville, MD** ... years of experience in employee benefits account management; preferably at a broker agency. + Valid current Life/Health license required. + Familiarity with state… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a **Client Relationship Manager -- Employee Benefits** . **SUMMARY OF RESPONSIBILITIES** : ... HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and… more
- Citigroup (New York, NY)
- …**Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... The Relationship Sales group within Prime Services is responsible...relationship . + Participate in structured service reviews and/or Broker Votes with follow up detail and action plans… more
- The Hartford (Hartford, CT)
- Account Manager - OA09HN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here ... 3 days a week (Tuesday through Thursday). The Account Manager , as part of Global Specialty Operations, will serve...based vendors. (Genius knowledge a plus but not required) Broker Management & Client Relations + Serve as a… more
- SAP (Newtown Square, PA)
- …and a team that wants you to grow and succeed. SAP NS2 Supplier Relationship Management Expert-Newtown Square, PA NS2 COMPANY DESCRIPTION SAP is the global market ... Visa sponsorship for this role. All internals must have manager 's approval to transfer. Candidates local to Newtown Square...Ambassador + Best Practice Creator + Coach / Knowledge Broker Area 1: Project area leader + Leads 1… more
- Carrington (Honolulu, HI)
- …join our amazing team ** Responsible for the management of Account Executives and broker relationship building within a Sales area, focusing on wholesale and ... quarterly, and annual basis. Provide day-to-day mentoring, coaching, training, and broker relationship building, sales region development and management guidance… more
