- Fidelity TalentSource LLC (Westlake, TX)
- …the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, ... of the financial services industry. These associates work in Fidelity s Operations and Services Group (OSG), supporting our major lines of business including… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations . Your mission: To learn, analyze problems and connect dots ... member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …and fast-paced team environment. The Expertise and Skills You Bring8+ years of Brokerage Operations experience required.FINRA Series 7 required; within 90 days ... releases of core functional systems as well as the business unit representative for testing of new functions.Track record of end-to-end process improvement… more
- Truist (Richmond, VA)
- …within Wealth Brokerage and BURM. Coordinate with key Wealth Brokerage partners including, compliance, supervision, operations , GCO risk advisors, and ... Serve as a specialized business risk advisor for Wealth Brokerage and primary escalation point for risk, compliance and...risk-taking behavior. Provide counsel and advice to BU and senior BU leaders. 3. Monitor risk exposures, concentrations and… more
- Penske (Chicago, IL)
- **Position Summary:** The Director of Sales of Brokerage is responsible for leading the sales effort for a team of sellers or sales managers within Penske Logistics ... Brokerage . The Director of Sales of Brokerage ...leadership role within, account management teams, working closely with Operations , Product, Engineering / IT, and Finance participants. Reporting… more
- Zengistics (Austin, TX)
- …in frequent contact with carrier partners to grow relationships. + Partnering with senior members of the operations team to confirm freight specifications. + ... transforming the industry. We are a technology-enabled third-party logistics (3PL) brokerage run by passionate industry experts. Our strong financial backing and… more
- CBRE (Basking Ridge, NJ)
- Senior Client Consulting Analyst Job ID 158275 Posted 11-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales & Leasing, Sales Support, ... Sales/ Brokerage Location(s) Basking Ridge - new Jersey - United...responsible for Advisory services in relation to real estate operations and investments. What You'll Do: + Present financial… more
- CBRE (Seattle, WA)
- Senior Finance Analyst Job ID 155139 Posted 14-Feb-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales & Leasing, Sales Support, Sales/ ... Brokerage Location(s) Seattle - Washington - United States of...This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting,… more
- Penske (Chicago, IL)
- …profitability. - Take the lead in communicating direction and progress / status of Brokerage deals to senior leadership. **Qualifications:** * 5 years or more of ... The Business Development Executive is responsible for securing new freight brokerage business by researching, cold calling, social selling and other creative… more
- Truist (Raleigh, NC)
- …or Accountancy 2. Prior experience working for a large, SEC-registered insurance brokerage or carrier or senior manager-level public accountant with extensive ... Executive Leadership, the BU CFO organization and other members of the Senior Leadership Team. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** Following is a summary of… more
- Citigroup (New York, NY)
- …objectives; invest in the development of all team members.** **Serve as AML Representative to Senior Governance meetings for including the Wealth Product ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are… more
- Manulife (Boston, MA)
- …solution are ready to meet the demands of a highly driven brokerage market. The Solution Implementation Director is responsible coordinating the implementation of ... collaborators across the business in Product, Marketing, Sales & Distribution, and Operations (including all business capabilities) + Ensure Marketing and Sales &… more
- Citigroup (New York, NY)
- …complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects ... changes in regulation and interpretive guidance. + **Key Activities:** + Review brokerage and capital markets activities as well as business affiliations, personal… more
- CBRE (Dallas, TX)
- …profitability of the assigned market(s) and/or portfolio of clients. * Collaborates with senior leadership to develop and implement a concise plan to retain and ... and within the industry. ESSENTIAL DUTIES AND RESPONSIBILITIES **Business Operations ** * Responsible for setting project, department and/or division deadlines… more
- Anywhere Real Estate (Parsippany, NJ)
- …International Realty(R) (https://www.sothebysrealty.com/eng) The Anywhere portfolio includes franchise and brokerage operations as well as national title, ... The role of the Junior Transaction Coordinator is to assist the Paralegal/ Senior Transaction Coordinator. Duties may include but are not limited to: enter… more
- HUB International (Chicago, IL)
- …Middle Market Leader leads the overall service, marketing and placement, and operations for HUB's Middle Market Commercial book of Property/Casualty business in the ... each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...of which have a significant impact on the business operations of the client and on HUB. + Assist… more
- Brown University (Providence, RI)
- …position responsible for overseeing all aspects of the University real estate operations in support of the University's mission. The Director leads the acquisition, ... enforced. Financial Management & Analysis: + Follow processes for financial controls, operations reporting and budgeting as established by the Director, Finance &… more
- Manulife (Boston, MA)
- …collaborators across the business in Product, Marketing, Sales & Distribution, and Operations (including all business capabilities) + Ensure Marketing and Sales & ... experience putting ideas into practice + Extensive experience working with senior management collaborators, building trust, and communicating effectively + Excellent… more
