- CVS Health (Santa Ana, CA)
- …impacting the recruitment, onboarding, engagement, production, and compliance adherence of assigned independent broker base. + Achieves established health plan ... and driving down costs. Aetna is hiring a local Broker Manager to support the growth of our industry...discounts at CVS stores + Travel expectations include local broker and agency activities, market team meetings, territory meetings,… more
- CVS Health (Lansing, MI)
- …impacting the recruitment, onboarding, engagement, production, and compliance adherence of assigned independent broker base. - Travel expectations include local ... and affordable. Position Summary CVS Health/Aetna is hiring a Broker Manager to support our growing Sales Organization. CVS...and driving down costs. Aetna is hiring a local Broker Manager to support the growth of our industry… more
- WelbeHealth (Los Angeles, CA)
- …As a member of the Outreach & Enrollment team, the Director, Independent Channels drives the recruitment, training, production, and compensation for brokers and ... degree preferred . Minimum of seven (7) years of experience managing broker enrollment, sales, or business development leadership at a value-based provider, Medicare… more
- JPMorgan Chase (Apple Valley, CA)
- …Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker /dealer, and JP Morgan Chase affiliate channels. + ... Proactively contact broker -dealer firms to identify avenues for increased penetration, including...establishing key client relationships and develop, coordinate, and manage broker -dealer firms' campaigns and marketing support activities. + Perform… more
- Foresters Financial Services (Dublin, OH)
- …Group (https://www.cetera.com/about-us) " refers to the network of retail independent broker -dealers encompassing, among others, Cetera Advisors ... Financial GroupCetera Financial Group(R) ("Cetera") is a leading network of independent retail broker -dealers empowering the delivery of objective financial… more
- Foresters Financial Services (Cleveland, OH)
- …technology. "Cetera Financial Group" refers to the network of retail independent broker -dealers encompassing, among others, Cetera Advisors, Cetera Advisor ... Cetera Financial Group(R) ("Cetera") is a leading network of independent retail broker -dealers empowering the delivery of...is a leading network of independent retail broker -dealers empowering the delivery of objective financial advice to… more
- MassMutual (Chicago, IL)
- …sub-advised funds within multiple financial intermediary channels, including wirehouses, independent broker -dealers, bank trusts, and RIAs. **Specific ... asset retention in all channels of the retail market including wirehouse, independent broker -dealers, bank trusts, and RIAs. + Provide consulting and support to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the conversion of Independent Registered Investment Advisor (RIA) firms, Independent Broker /Dealer firms, and investment advisers to the RCS custody ... and clearing platform. Collaborates with various internal business lines to effectively onboard and train advisors and support staff. Maintaining extensive communication with various internal partners and external customers is required for effective… more
- TIAA (OH)
- …Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker -Dealer, RIA and Family Office. + ... + Experience marketing into private wealth channels (wire house, private banks, broker -dealers, RIAs) is preferred + Prior experience in real estate, private equity,… more
- JPMorgan Chase (Phoenix, AZ)
- …for a Client Advisor for the Arizona, Nevada, and New Mexico region within the Independent Broker Dealer (IBD) channel. The primary role of this Client Advisor ... is to provide field sales coverage, working within a team of existing Specialist Client Advisors. The main responsibilities include driving and expanding JPMorgan's market share across mutual funds, ETFs, and retirement sectors. This involves deepening client… more
- JPMorgan Chase (New York, NY)
- …and platform operational processes to support private banks, wirehouses, RIAs and independent broker /dealers. You will deliver strong relationships across third ... party service providers (such as Digital vendors, transfer agents and administrators) and their counterparts at our platform partners. As an account manager you will support Wealth Management Client Advisors and their clients within their respective… more
- Capital One (New York, NY)
- …299 Park Avenue (22957), United States of America, New York, New York Commercial Broker Dealer Chief Compliance Officer - Sr. Director The Sr. Director will be the ... Commercial Broker Dealer Chief Compliance Officer ("BD CCO") for three...organizational and professional ethical standards and has latitude for independent judgment and decision-making. Additional responsibilities will include:_ +… more
- Capital One (Mclean, VA)
- Center 2 (19050), United States of America, McLean, Virginia Commercial Broker Dealer Compliance Advisor - Senior Manager The Compliance Advisor Senior Manager will ... report directly to the Commercial Broker Dealer Chief Compliance Officer. This role will support three institutional FINRA registered broker dealers and provide… more
- Charles Schwab (Westlake, TX)
- …The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are ... efficiency of governance processes, risk management, and internal controls. The Broker -Dealer/Asset Management enterprise team is seeking a Senior Auditor (Senior… more
- Charles Schwab (Phoenix, AZ)
- …The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are ... of governance processes, risk management, and internal controls. The Broker -Dealer/Asset Management enterprise team is seeking an Internal Audit Technology… more
- Advocates (Framingham, MA)
- **Overview** The Autism Support Broker provides services to children under the age of 10 enrolled in the Massachusetts Department of Developmental Services, Autism ... Waiver Program. The Autism Waiver Broker is expected to initiate the planning process with...and complex situations, and _actively listening_ . We exercise independent judgement and contribute to the overall success and… more
- USG Insurance Services, Inc. (Wayne, PA)
- Producer/ Broker Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we empower our ... We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent...you will engage directly with our primary customer, the independent Property and Casualty Retail Agent. Acting as a… more
- Anywhere Real Estate (Vancouver, WA)
- The Broker Support Specialist will be responsible for supporting residential real estate sales office operations. The ideal candidate will have a Real Estate ... customer service duties as assigned. **Essential Duties and Responsibilities:** The Broker Support Specialist will provide excellent customer service to the… more
- HUB International (Miami, FL)
- …sales expertise with commercial insurance coverages for the clients of independent and retail insurance agents and brokerages. **Responsibilities:** + Builds ... cooperative and dependable relationships with independent insurance agencies and brokerages to create business placement opportunities. + Develops and maintains… more
- HUB International (East Longmeadow, MA)
- …sales expertise with personal insurance coverages for the clients of independent and retail insurance agents and brokerages. **Responsibilities:** + Builds ... cooperative and dependable relationships with independent insurance agencies and brokerages to create business placement opportunities. + Develops and maintains… more