- State Street Corporation (Sacramento, CA)
- The Sector Sales Specialist distributes the SPDR Select Sector ETFs, drives Sector fund adoption and owns business results as part of the Sector ETF Sales ... Specialist team. The Sector Sales Specialist will...Coverage Group to drive Select Sector ETF engagement with Broker /Dealer & RIA clients in the Western region of… more
- Guardian Life Insurance Company (Bethlehem, PA)
- The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all ... Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet,… more
- Lincoln Financial (Broomall, PA)
- …to the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we ... a Glance We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team,… more
- Cushman & Wakefield (Bellevue, WA)
- Job Title Brokerage Specialist Job Description Summary Join a dynamic, high-performing Capital Markets/Agency/Tenant Rep leasing team focused on buyer ... representation, investment sales, agency leasing and multi-family/office/flex development site dispositions...land use, entitlement, and market positioning strategies. The Brokerage Specialist will play a central role in managing deal… more
- Caxton Associates (New York, NY)
- …Caxton Associates: Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore and Dubai. Caxton ... of the firm and ensures timely, accurate and thorough execution of trade support and portfolio valuation functions. We are seeking to add an experienced individual… more
- Daiwa Capital Markets America, Inc. (New York, NY)
- …Capital Markets America Inc. ("DCMA") is a New York-based registered securities broker -dealer, a futures commission merchant, a primary dealer of US Treasury ... Asian, and US equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA's ultimate parent company is Daiwa… more
- Markel Corporation (New York, NY)
- …60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. We're all about ... business Champion, initiate and manage strong, productive and profitable agency/ broker /account relationships Conduct and lead remote/in-person underwriting meetings with… more
- BNY Mellon (Seattle, WA)
- …investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering ... world. This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2025.… more
- TD Bank Group (New York, NY)
- …timely fashion. Develop relationships with all members of Operations and Prime Broker Client Services to ensure partnership and efficient operation and coordination. ... We Are TD Securities is a diversified financial services firm offering investment banking services, equity and credit research, sales and trading, prime brokerage,… more
- Empire Growth Partners (Cedar Rapids, IA)
- …Investment Services, LLC (NMIS) ( Investment Brokerage Services), a registered investment adviser, broker -dealer, and member of FINRA and SIPC, and ... - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement...practice. As an entrepreneur with opportunities to become a specialist , lean into leadership, or join a team, you'll… more
- Guardian Life (Holmdel, NJ)
- The Operations Specialist will serve as the expert on all aspects of our managed account model management, trading platform, annuity operations as well as all ... Account Proposals as well as our Digital strategy. The Operations Specialist will intimately understand how our Portfolio Administration Technologies, Envestnet,… more
- Lincoln Financial (Radnor, PA)
- …to the success of Lincoln by collaborating with and providing best in class investment support to Lincoln wholesalers and the financial professionals that we ... a Glance** We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team,… more
- TD Bank (Greenville, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact accountable to ... Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and...such as, but not limited to, the collection, maintenance, re- investment (ie, sweeps) and disbursement of funds as well… more
- CBRE (Atlanta, GA)
- …MF Summit) + Event planning for Barnsley, Sea Island, AAA + Expense submissions + General Broker Admin & Support - help with broker travel plans, make lunch ... Client Services Specialist Job ID 224222 Posted 11-Jun-2025 Service line...Role type Full-time Areas of Interest Administrative, Marketing, Sales Support Location(s) Atlanta - Georgia - United States of… more
- Lincoln Financial (Radnor, PA)
- …projection variances + Determine accurate cash positions for key strategic partners to support investment and liquidity decisions + Resolves cash issues in a ... 74717 **The Role at a Glance** As the Treasury Specialist - Cash Mangement, you will work within a...You will also work closely with LFG's Senior and Investment Management relative to liquidity, cash management and cash… more
- TD Bank (New York, NY)
- …to 10 years of knowledge and experience in AML compliance, preferably including investment banking / broker -dealer experience at a large financial institution. + ... for this role. **Job Description:** **Position:** Financial Crime Risk Oversight Specialist **Reports to:** Director, Financial Crime Risk Oversight, TD Securities,… more
- Cushman & Wakefield (Bellevue, WA)
- **Job Title** Brokerage Specialist **Job Description Summary** Join a dynamic, high-performing Capital Markets/Agency/Tenant Rep leasing team focused on buyer ... representation, investment sales, agency leasing and multi-family/office/flex development site dispositions...land use, entitlement, and market positioning strategies. The Brokerage Specialist will play a central role in managing deal… more
- HUB International (Dallas, TX)
- …**Job Purpose** **:** We are looking for a reliable and organized Employee Benefits Support Specialist to support our HUB Texas Employee Benefits Practice ... **About HUB:** HUB International is a global insurance broker providing a broad array of property, casualty,...property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has… more
- BP Americas, Inc. (Chicago, IL)
- …performance against trade area priorities. + Broker Management: Guide broker relationships to prioritize high-potential opportunities and support site tours ... Group **Job Description:** bp is seeking a strategic and analytical Network Development Specialist to lead efforts in handling and optimizing the performance of our… more
- Guardian Life (Bethlehem, PA)
- … experience + Support the account opening and transfer of client investment accounts + Actively communicate with general agency and home office personnel + Field ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of...inquiries related to transition and broker dealer acclimation + Advocate for & teach colleagues,… more
