- Citizens (Boston, MA)
- …(Insurance) License requirements, preferred + Required minimum 2+ years in Wealth Management / Brokerage Operations (such as RIA, onboarding/transitions of ... in a high-performance, collaborative environment. As a Private Wealth Management - Transitions Operations Specialist at Citizens Private Wealth, you will be a… more
- Cushman & Wakefield (Denver, CO)
- …the administrative and office operations staff + Assist MP with financial management of the market brokerage office, including monthly and annual operating ... **Job Title** Operations Manager - Brokerage **Job Description...administrative functions in an efficient and effective manner, provides management oversight for all operations functions and… more
- Cushman & Wakefield (Los Angeles, CA)
- **Job Title** Brokerage Operations Manager - West Los Angeles **Job Description Summary** The Operations Manager will be responsible for managing local ... office support operations for brokerage services within our West...the office in an efficient and effective manner. The Operations Manager will provide management oversight for… more
- Cushman & Wakefield (New York, NY)
- …with the goal of increasing market share and being #1 + Leadership, management and coaching for 50-70 brokerage professionals including. + Broker/team business ... concentration is highly desirable. + 7-10+ years of commercial real estate brokerage and/or asset management experience. At least five years of either… more
- Vanguard (Malvern, PA)
- …reputation and a minimum of 10 years of leadership experience supporting retail brokerage and wealth management businesses. Broad knowledge and experience with ... & Wealth Management divisions, along with support of areas where brokerage product and services intersect with other financial advisory businesses. The team is… more
- JPMorgan Chase (Plano, TX)
- …innovation meets opportunity in a dynamic and supportive environment! As a Brokerage Tax Reporting Analyst within the Tax Reporting and Withholding team, you ... will play a crucial role in supporting brokerage accounts by leveraging your data analytic skills and implementing operational efficiency. You will be responsible… more
- Cushman & Wakefield (Tampa, FL)
- **Job Title** Brokerage Coordinator **Job Description Summary** Responsible for providing local support for a Brokerage Team within a specified market. This role ... will help to ensure that administrative and brokerage support functions are provided efficiently and effectively. They...efficiently and effectively. They will work closely with the Operations Manager and fee-earners within the market to provide… more
- TD Bank (New York, NY)
- …Title:** Senior Manager, Product Control - Securities Financing/Prime Services/Prime Brokerage The **Wholesale Banking Finance Group** is responsible for developing ... and delivering financial strategy, information, and management support within TD Securities (TDS). A key function within the department is the oversight and… more
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Brokerage Coordinator **Job Description Summary** The Brokerage Coordinator will report to the Operations Manager and will serve as the support ... fee-earner and/or team. This position is responsible for support and management of client deliverables, transaction support, and fee-earner administrative support.… more
- Amazon (Nashville, TN)
- Description INLT Customs Brokerage , a subsidiary of Amazon is looking for a Senior Customs Brokerage Lead. This position is a key member of our customs ... brokerage team, responsible for overseeing the customer expansion strategy...lead initiatives that optimize and expand our import customs operations . Key job responsibilities - Lead the end-to-end onboarding… more
- Vanguard (Malvern, PA)
- … platform, including investment products, retirement accounts and services, cash management account, marketing and distribution, servicing and operations , ... lawyer to join our Legal team and support the Personal Investor retail brokerage business. This role blends regulatory, transactional and strategic advisory work, in… more
- Cushman & Wakefield (Southfield, MI)
- **Job Title** Brokerage Coordinator **Job Description Summary** The Brokerage Coordinator will report to the Senior Operations Manager and will serve as the ... the fee-earner and/or team. This position is responsible for support and management of client service activities such as pitch and proposals, transaction support,… more
- Cushman & Wakefield (San Francisco, CA)
- **Job Title** Brokerage Coordinator **Job Description Summary** The Brokerage Coordinator will report to the Operations Manager and will serve as the support ... the fee-earner and/or team. This position is responsible for support and management of client service activities such as pitch and proposals, transaction support,… more
- AIG (Los Angeles, CA)
- …Identify and maintain regular collaborative dialogue with key business influencers at major brokerage operations Internal Management + Champion new and ... Director in the West Zone. The responsibilities will involve management of key client relationships focused on client retention...an exciting time to join us - across our operations , we are thinking in new and innovative ways… more
- Tradeweb (Jersey City, NJ)
- Tradeweb is seeking a Senior Accountant\Securities Brokerage to join our growing Finance & Accounting department. The ideal candidate will have extensive knowledge ... of broker dealer operations , securities regulations, and financial reporting standards. You will...data + Daily revenue tracking for estimates and internal management queries + Prepare ad hoc requests from Dealerweb… more
- Cushman & Wakefield (Chicago, IL)
- **Job Title** Brokerage Coordinator **Job Description Summary** The Brokerage Coordinator plays an integral role in supporting our broker teams. They provide ... across multiple key areas, including marketing, business development, transaction management , finance, and client support. **Job Description** **Key Responsibilities… more
- Penske (Chicago, IL)
- …responding to capacity related challenges by presenting viable solutions to Penske Brokerage operations * Ensure the carriers understand and meet operational ... portfolio of carriers, and acting as the liaison between the account management and operations teams. **Schedule:** Monday - Friday 8am - 5pm **Hourly Rate:**… more
- Citigroup (New York, NY)
- …as a senior function/business/product compliance risk officer for Independent Compliance Risk Management (ICRM) focused on the **Prime Brokerage and Stock Loan** ... violations of law, rule, or regulation and design and deliver a risk management framework that maintains risk levels within the firm's risk appetite and protect… more
- Truist (Greenville, SC)
- …such as Wealth and Insurance. 7. Oversee the use of contact management tools to track all business and prospecting activities. QUALIFICATIONS Required ... work-related experience 2. Five years of marketing experience in a brokerage firm with significant supervisory responsibility 3. Demonstrated ability to effectively… more
- Penske (Chicago, IL)
- …Penske Logistics engineers state-of-the-art transportation, warehousing and freight management solutions that deliver powerful business results for market-leading ... companies. With operations in North America, South America, Europe and Asia,...Sales Address: 500 W MADISON ST STE 1180 Primary Location: US-IL-Chicago Employer: Penske Transportation Management LLC Req ID:… more
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