- Fidelity TalentSource LLC (Smithfield, RI)
- …at financial institutions nationwide including wire houses, regionals and independent broker /dealers, bank, trust companies, and insurance companies. ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Boston, MA)
- …trade and position reporting submitted to the regulators for the Fidelity Broker -Dealers, National Financial and Fidelity Brokerage Services, as well as for ... correspondent client broker -dealer firms. \u00A0\u00A0The Director is responsible for understanding the...benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …third-party intermediary clients, including registered investment advisers (\u201CRIAs\u201D), banks, and broker -dealers. The RoleYou will be part of the team within ... and general knowledge and understanding of the regulatory framework for broker dealers, including relevant laws, rules and regulationsExperience advising on SEC,… more
- Dexian - Signature Consultants (Cary, NC)
- …expertise to others and explain concepts with technical staffAbility to operate independent of supervision with extreme accuracy and attention to detailExperience in ... docker applicationsWeb Service SOAP/REST expertise, especially as a service providerMDB/MDP/ Broker /Service Bus MQ technologies development experience in last 2-3… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …(FCCS).\u00A0 In the clearing space, these intermediaries include banks and broker dealers Fidelity Clearing and Custody Solutions (FCCS) provides clearing, custody, ... and technology solutions to financial intermediaries including broker /dealers, registered investment advisors, bank & trust institutions, third-party administrators,… more
- Dexian - DISYS (Cary, NC)
- …to others and explain concepts with technical staff.Ability to operate independent of supervision with extreme accuracy and attention to detail.Experience in ... Aurora Postgres RDS for database.Experience in using Amazon Active MQ for message broker service will be a plus.Experience in using event streaming platform like… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …(CE) provides outstanding customer service to Fidelity's Clearing correspondent broker -dealer clients through innovation, dedication, and commitment to excellence. ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Westlake, TX)
- …with reclaims confirmations on foreign markets. Limited opportunities for Tax Reclaims, broker claims, audit support, and other work also exist. The Expertise and ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Durham, NC)
- …investment advisors, institutional investors), businesses, and institutions (eg broker -dealers, banks, trusts, and family offices). Fidelity Investments holds ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …of New Account proceduresUnderstanding of Securities Processing operations and Broker /Dealer Compliance policies and proceduresExperience with SEC filings (10Q, 10K, ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …with alternatives matters.Experience working with placement agents, broker -dealers, and alternatives marketplacesExperience handling private offering advertising ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Chicago, IL)
- …complex planning and sophisticated product offeringsA sound understanding of the Broker /Dealer and RIA marketplaceBachelor s Degree required The Purpose\u00A0of Your ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Fidelity TalentSource LLC (Westlake, TX)
- …that meets their health and financial needs. We are a health insurance broker , selling plans from insurance carriers. Company Overview Fidelity TalentSource is the ... in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- CSB (Dublin, OH)
- INDEPENDENT BROKER Is sales in your DNA? Would you love to sell the most well-rounded insurance products in the market and truly help people? Do you want to join ... enthusiastic individuals who would bring experience and value to the available position of Independent Broker and be a good fit within our team. We have a small… 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
- 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
- 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
- HUB International (Omaha, NE)
- …and 66 licenses are preferred. + Prior experience in a support role at an independent Broker /Dealer or Wire House is helpful but not required. + Experience using ... at HUB International, you become part of the 5th largest global insurance broker , providing a broad array of property, casualty, risk management, life and health,… more
