Results for "Brokerage"

Senior Operations Manager

Establish the broker operations function, design organizational structure, and develop core processes for client funds management, compliance operations, reconciliation, and partner management. Manage client funds processing, reconciliation, and client services team. Requirements 8+ years in forex brokerage or financial services operations, with experience building and leading teams Builder mindset: Demonstrated ability to build operational functions from scratch Solid understanding of trade lifecycle, settlement workflows, and reconciliation processes within a forex or multi-asset brokerage Strong knowledge of FSA regulations, client fund rules, and compliance requirements Benefits Remote work Originally posted on Himalayas

Summer Analyst Internship - Real Estate Operations & Brokerage

About Entera Entera is the leading SaaS and Services platform for Enterprise and Mid-Market single-family investors, empowering them to buy, sell and operate their real estate investments seamlessly. Powered by Artificial Intelligence (AI), Entera ’s online marketplace offers the best combination of data, technology, services, and expertise to real estate investors. Since its inception in 2018, Entera has transacted on more than $6B of single-family home transactions across 33 US markets. Backed by leading investors Goldman Sachs, Bullpen Capital and Craft Ventures, Entera empowers single-family buyers and sellers to make data-driven strategic decisions about their real estate, scale their operations, and achieve their investment goals. The company is headquartered in New York City, New York, and Houston, Texas. About the Role As a Summer Analyst, you will get hands-on experience as a crucial member of an industry leading brokerage team, responsible for supporting real estate listings

Insurance Brokerage AI

Customer Success Manager

About the team Zillow 's Agent Software and Advertising (ASA) organization partners with top real estate professionals to help them grow faster and operate smarter by enabling effective use of Zillow ’s offerings to turn insights into action, drive results, and build lasting value. Our bundled software solution brings together Zillow Pro, Follow Up Boss, and Showcase into a cohesive suite of tools that helps agent customers drive more transactions. Integrating these products, we deliver a seamless workflow and advertising experience that streamlines agent communication, enhances advertising reach, and optimizes every stage of the sales process from winning more listings to efficiently converting more leads. About the role The Customer Success Manager oversees a portfolio of Zillow ’s customers across Zillow Pro, Follow Up Boss, and Showcase, delivering an elevated experience to agents, teams and brokerages. As the primary post-sales owner for your book of business, you leverage data,

Bilingual Client Services Assistant

The Client Services Assistant plays a key role in our Life Insurance Brokerage with supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The expectation is that the Client Services Assistant will join the team and work towards their Life Insurance license, which the company will support. Initially, unlicensed assistants focus on coordination and support. The role also provides coverage for assigned brokers during vacations. Once licensed , Assistants may write policies. This is a remote role. Unlicensed Responsibilities Coordinate life insurance cases from lead stage through policy issue and servicing Support client onboarding and guide clients through the application process Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff; Update and maintain accurate client details (contact info, address, banking/PAD/CC

Director of Surplus Lines & Compliance - Wholesale

Position Summary The Director of Surplus Lines & Compliance is responsible for the day-to-day execution and oversight of surplus lines compliance, agent appointments, and regulatory operational processes across Novatae’s wholesale divisions. This role is responsible for leading a team and ensuring accurate filings, and adherence to state-specific surplus lines requirements, and timely agency appointments. The position partners closely with brokerage, underwriting, accounting, licensing and external vendors to maintain compliance while supporting efficient business operations. Primary Responsibilities Manage surplus lines compliance operations including affidavits, tax filings, stamping office submissions, audits and diligent search requirements. Oversee agent and market appointments and renewals across all applicable states. Coordinate with third-party vendors and platforms supporting surplus lines filings. Coordinate with corporate licensing to ensure compliance with state-specif

Delivery Analyst

Finalis is a leading platform enabling the securities brokerage landscape to operate legally and compliantly. As a Delivery Analyst, you will review written communication to ensure compliance with FINRA requirements and assist in conducting compliance Due Diligence and KYC/AML-related tasks. Requirements 2+ years of demonstrated experience in compliance-related roles Exceptional written and spoken English Excellent communication skills Strong organizational skills Ability to handle confidential information Google workspace experience Systems thinking and ability to evaluate opportunities to perform tasks more efficiently Benefits 100% Remote work Competitive USD salary High-Speed Internet expenses allowance Generous Paid time-off (Vacation Time!) Additional 17 Flex Days People Team Partner Buddy Program Virtual After-Office Activities Originally posted on Himalayas

Business Development Manager

Experior Financial Group Inc. is seeking a proactive and motivated Business Development Manager to join our fast growing team. Requirements Proven experience in a Business Development role at a Carrier and/or Brokerage 5+ years of experience in financial services or insurance industry is required License in life insurance required CIG funding experience required Bilingual fluency in English and Spanish (written and spoken) is asset Benefits Work-life balance with paid vacation and sick days Competitive compensation Comprehensive medical, dental, and vision benefits Flexible work options: on-site, remote, and hybrid Career growth and development opportunities Diverse and inclusive team environment Straight day shifts with no weekends Company events and celebrations Tuition reimbursement Company-provided equipment Originally posted on Himalayas

Underwriting Assistant

About Ck Specialty Insurance Associates Ck Specialty Insurance Associates is a rapidly growing, independently owned wholesale insurance brokerage committed to providing innovative and customized insurance solutions to retail agents and brokers across the country. Founded with a strong entrepreneurial spirit, Ck Specialty was built on the foundation of speed, service, and partnership with our retail agents. Traits that remain at the core of everything we do. Since our inception in 1998, we have grown into a respected name in the Excess & Surplus (E&S) marketplace. We focus on a wide range of commercial and personal lines, offering access to top-rated carriers and niche products that meet the unique needs of today’s insurance buyers. At Ck Specialty, we operate with a 120% mentality; always going above and beyond in how we serve our clients, partners, and each other. We value precision, reliability, organization, and speed, which is why our team lives by the acronym PROS . We’re

Sales Manager

As our Sales Manager, you'll promote and maintain positive relationships with brokerage distribution agencies. You'll develop, negotiate, implement, and document strategic marketing activity and action plans to impact business results. You'll coordinate sales efforts across multiple divisions, stay ahead of industry shifts, and ensure our sales objectives are met. WHAT WE CAN OFFER YOU: Estimated Compensation: $69,200 - $95,000 plus sales incentive compensation plan. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: Relationship Management: Promote and maintain positive relationships with brokerage distribution agencies, identifying and resolving challenges within brokerage arrangements or across home office divisions. Marketing and Act

Lead Product Designer

Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet . We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure beh