- Creative Financial Staffing (Mountain View, CA)
- …primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and quarterly financial statements to clients ... Senior AccountantDue to growth. The Senior ...accurate manner Prepare Excel worksheets containing analysis of client financial data such as broker analysis and… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description: Senior Risk Manager, Market Risk Join the Market & Collateral Risk Management team to safeguard the firm s balance sheet and reputation using robust ... internal business channels and external clients, including Retail Investors, Investment Advisors, Broker Dealers and Family Offices as well as buy-side & sell-side… more
- Truliant Federal Credit Union (Greensboro, NC)
- …from which comparable knowledge and abilities have been acquired.3-5 years financial services sales experience required.LUTCF, CLU, ChFC, CRPC, or ... mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Provide concise analysis of equipment finance requests by reviewing business financial statements, including but not limited to income statements, cash flow ... statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports (when available).Perform financial spread and analysis… more
- Lennar Homes (Palm Beach Gardens, FL)
- …Communities, and Associates by building quality homes and providing exceptional customer service , giving back to the communities in which we work and live ... mats, etc.Manage production of advertising, sales office displays, brochures, Realtor/ Broker and consumer outreach materials, signage programs to insure adherence… more
- Fidelity TalentSource LLC (Edina, MN)
- …licenses must be obtained within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product ... as retirement cash flow, tax minimization, and estate planningCoordinating with financial planning associates, investment managers, and service support… more
- Fidelity TalentSource LLC (Westlake, TX)
- …degree required/ Advanced degree preferred10+ years of experience within the financial services industryDeep expertise\u00A0 in intermediary clients (RIA models ... a Vice President, you will play a role in delivering consulting services including programs, thought leadership and data-driven insights to wealth management… more
- AON (Chicago, IL)
- Do you want to work with our private and nonprofit financial services group who are both dedicated and an industry leader? FSG is a market leader in management ... a timely basis. Do so in consultation with a senior team member where appropriate. + Facilitate the compilation...in all activities. How this opportunity is different The Financial Services Group (FSG) is Aon's dedicated… more
- AON (New York, NY)
- Aon is looking for a Broker II - Financial Services Group As part of an industry-leading team, you will help empower results for our clients by delivering ... effective solutions as part of our Financial Services business group. As a Broker II,...Builds, expands, and solidifies relationships with existing clients at senior levels within the company. Ensures operational excellence, including… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services is recruiting for a Senior Accountant role for a Banking and Broker Dealer firm located in midtown Manhattan. ... 1+ years of Public/Private Accounting experience. The role reports directly into the Senior Accounting Manager for the US, and will cover US GAAP/IFRS financial… more
- UNUM (Chattanooga, TN)
- …delivering superior service to brokers receiving compensation from Unum. * Broker Compensation operational services include broker appointing, contracting ... response to all Market Conduct Examinations relating to Broker Compensation Services accountabilities. + Collaborate with field sales, service and corporate … more
- CBRE (Knoxville, TN)
- SPQREA - Senior Associate Broker Job ID 166240 Posted 30-May-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... and marketing of commercial real estate properties for clients. Honorary Titles of Senior Associate, Vice President, First Vice President, Senior Vice President,… more
- M&T Bank (Boston, MA)
- …Experience Required:** + Bachelor's degree and ten (10) years' financial services industry experience with significant experience in senior level roles in ... and/or work experience including 10 years' financial services industry experience with significant experience in senior... services industry experience with significant experience in senior level roles in broker dealer compliance.… more
- Citigroup (New York, NY)
- …mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn ... **Position Overview:** Citi's Global Broker -Dealer Legal Entity Treasury team is seeking a...corporations, governments and institutions with a broad range of financial products and services , including consumer banking… more
- CBRE (Phoenix, AZ)
- SPQREA - Senior Associate Broker Job ID 179715 Posted 09-Aug-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... business opportunities through prospecting, networking, relationship building, and selling additional services to the current client base. + Provide clients with… more
- Conviva (San Antonio, TX)
- …trends, competitor activities, regulatory changes, and emerging opportunities within the senior healthcare landscape to inform broker engagement strategies and ... of our caring community and help us put health first** The Broker Relationship Manager will be responsible for cultivating and maintaining strategic partnerships… more
- Tradeweb (New York, NY)
- …+ A minimum of ten years of experience working in a compliance related role within a financial services firm in the role of a CCO or similar senior role ... implementation and oversight of the compliance program established to support the broker -dealer and will monitor and act upon regulatory developments relating to… more
- Nestle (Solon, OH)
- …needs. As a business serving other businesses, we're focused on performing with speed, service , and precision to cook up delicious ideas for our clients both small ... is not eligible for Visa Sponsorship._ Our Distributor & Broker Account Lead will work remotely with the field...team (Customer Account Leads, Field & Account Sales Leads, Senior Manager Regional Sales) and the Operations team in… more
- CNO Financial Group (Boston, MA)
- …of CNO Financial Group. CNO provides life and health insurance, annuities, financial services , and workforce benefits solutions through our family of brands ... Remote- (Eastern or Central Time Zone) Optavise, a CNO Financial Group Company is seeking a Broker ...+ Current status as a rising junior or rising senior , with anticipated graduation date between December 2025 and… more
- TD Bank (New York, NY)
- …segment level under the guidance of financial management. In addition, the Senior Financial Analyst TDS provides highly specialized financial consulting ... role **Job Description:** **Preferred Qualifications:** TD Securities is looking for a broker -dealer accountant to join its Product Control division in New York… more
