- WelbeHealth (Los Angeles, CA)
- …qualify for the PACE program through the enrollment process with WelbeHealth. The Senior Care Advisor - Broker & Community Support Tier plays a key role ... better quality and compassion in a value-based model. The Senior Care Advisor helps assess...and enroll in the PACE program. This role combines broker support in targeted markets with direct participant engagement… more
- The Cigna Group (Franklin, TN)
- **Position Summary** The Broker Strategy Senior Advisor serves as a key strategic partner within the Cigna Healthcare pharmacy underwriting organization, ... broker strategies, with a specific focus on broker roadmaps. The Senior Advisor ...of life. We guide our customers through the health care system, empowering them with the information and insight… more
- AON (Houston, TX)
- …by delivering innovative and effective solutions supporting the Energy team. As a Senior Property Broker , you will work with Associate Brokers, Brokers, Account ... of the client facing team, acting as a trusted advisor to the executive level client in broking, designing,...and effective solutions supporting the Energy team. As a Senior Property Broker , you will work with… more
- The Cigna Group (Bloomfield, CT)
- …to Producer Data Domain)** + Serves as Data Steward dedicated to health care payer **Producer** data operations & initiatives + Works collaboratively with other ... and Analytics** + **Producer operational source systems (eg, Salesforce, Broker Licensing, Varicent, Platinum, etc.), master data management and analytic/reporting… more
- Atria Wealth Solutions (Marion, IN)
- …registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and Registered Investment Advisor with a stable track record of ... and Health Insurance licenses + License in long term care and P & C preferred + Clean U-4...CFS, please visit www.cusonet.com. CFS (Member FINRA/SIPC) is a broker -dealer and Registered Investment Advisor with a… more
- PNC (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As a Compliance Program Advisor , within PNC's Retail Organization you will be based in Pittsburgh, PA; ... Cleveland, OH or within PNC's footprint. The Compliance Program Advisor will be supporting the Risk, Change, Experience &...should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24… more
- CenterWell (Shreveport, LA)
- …educating them on services, supporting them through transitions, and providing a personalized care journey. The Patient Service Advisor plays a key role in ... and help us put health first** The Patient Service Advisor is an embedded growth and retention associate responsible...or comparable experience and background + Experience working with Senior population. + Knowledge of Managed care … more
- Pacific Program Management (Washington, DC)
- …training the "Cresa Way" through written training manuals, mentorship with a senior broker or Managing Principal, professional 3rd party training, involvement ... team contributions. Description Cresa is seeking a self-motivated Commercial Real Estate Advisor to grow a Healthcare practice for its Washington, DC area office.… more
- NBT Bank (Burlington, VT)
- …player and high quality service provider + Advanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, ... 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client...you're just starting your career or serve in a senior leadership role, your growth and development are our… more
- T. Rowe Price (Baltimore, MD)
- …management solutions to our diverse client base which include Banks, Broker /Dealers, RIA, TAMP's, and Intermediary Platform providers throughout the United States. ... The Senior Alternative Investment Specialist (B/D) position offers a unique...to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial… more
- AIG (Los Angeles, CA)
- Senior Multinational Client Coordinator Join us as a Sr. Client Coordinator to grow your career at the forefront of multinational insurance. Make your mark in ... to explore new opportunities for our clients worldwide. As a trusted advisor , you will tailor multinational insurance solutions for our global clients, empowering… more
- Ankura (Chicago, IL)
- …commercial lending, mortgage lending, consumer collections agencies and securities/brokerage [ broker dealer, registered investment advisor , exempt registered ... significant portion of all licensed US money transmitters. We are seeking a Senior Associate, Licensing Acquisition, to join the team. Ideally this role would be… more
- Ankura (New York, NY)
- …commercial lending, mortgage lending, consumer collections agencies and securities/brokerage [ broker dealer, registered investment advisor , exempt registered ... and will keep clients abreast of regulatory changes. We are seeking a Senior Associate, License Maintenance, to join the team. Ideally this role would be… more
- World Insurance Associates, LLC. (Mount Laurel, NJ)
- …resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA). + Lead the delivery of enrollment, benchmarking, financial ... carriers. + Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning… more
- T. Rowe Price (Owings Mills, MD)
- …ways that matter to you . About this Position Reporting to the Broker /Dealer Chief Compliance Officer, the role is responsible for ensuring compliance programs ... Individual serves as a subject matter expert in the broker /dealer regulatory landscape. Works closely with key stakeholders across...+ Demonstrated ability to establish yourself as a trusted advisor to colleagues at all levels of seniority +… more
- Charles Schwab (Westlake, TX)
- …is looking for a Director, Legal Counsel to support multiple retail-focused broker -dealer and investment adviser business units and work daily with managers, ... Director will function as part of a small team supporting Schwab's broker -dealer and investment advisory products, services, and sales channels for Schwab's retail… more
- JPMorgan Chase (New York, NY)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor , member of FINRA and SIPC. Annuities are ... performance, and provide regular feedback to drive results. + Partner with senior leaders, product, sales, and operations teams to coordinate implementation efforts… more
- Publicis Groupe (Miami, FL)
- …resourcing challenges with creative, data-driven solutions. Acting as a strategic advisor , the Director ensures seamless alignment of talent strategies with evolving ... emotional intelligence, strong business acumen, and the ability to influence senior stakeholders. By fostering a culture of collaboration, accountability, and… more
- T. Rowe Price (Baltimore, MD)
- …of Exchange Traded Funds (ETF) through US-based intermediaries. The role will report to a senior sales leader in USI Wealth with a dotted line to the lead ETF ... qualifying, engaging, and impacting the adoption of ETFs within the territory's advisor clients and prospects. + Responsible for driving ETF sales results directly… more
- Independent Health (Buffalo, NY)
- …products. Additional responsibilities will include decision support analysis for the broker /client RFP process and providing contract support for group and ... + Proven examples of displaying the PBD values: Trusted Advisor , Innovative, Excellence, Guardianship, Dedication and Caring. **Essential Accountabilities** +… more