Brokerage jobs in Bayonne, New Jersey - Page 5Create job alerts

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes.Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial rea

Minimum 5 years of experience in business consulting to P&C or Life Insurance clients or insurance industry experience including insurance brokerage focused on operating model transformation, digital enablement, new product / new business incubation, market expansion, cost optimization or business p

Reporting directly to the Managing Principal, the Director of Brokerage is responsible for realizing the full potential of their respective broker pod (approximately 50-70 brokerage professionals), and is ultimately accountable to provide strategic leadership and execution of our business plan, lead

Receptionist / Administrative Support.A well-established insurance brokerage firm specializing in commercial insurance solutions, serving clients across the United States.The company provides comprehensive insurance programs for commercial real estate portfolios and healthcare facilities, emphasizin

Provides leadership, mentoring and direction to brokers, associate brokers and other colleagues in the development of their broking knowledge and transaction expertise. Property and Casualty Brokers License is required. The National Casualty Practice is a premier team of casualty brokerage professio

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

Job Description Director/Lead Developer MUST be local to New York City, Hybrid Schedule Salary Range: $160k to $200k No Sponsorship Available As part of the Credit Risk Technology team, the team lead will reside on the Implementation team, implement portfolio Credit Analytics project. The team leader has the primary responsibility to lead development team and deliverables. Good understanding of business and technical requirements, design on a technical level, configure, implement and test strategies in the credit system analytics. Support will be provided to other areas of Credit Risk and customer database. This position requires someone who can build strong working relationships. Key Responsibilities: • Manage a team of both offshore and onsite developers to focused on specialized credit risk application development, • Review and analyze business and operations workflows, decision processes, and business objectives, • Configure, test, audit, implement and monitor new and existing policy changes, data sources and strategies, • Develop, review, and update internal, external, and post-implementation documentation including process flows, procedures, system flows, and change logs ensuring through and accurate information, • Troubleshoot systems and integration issues working closely with the appropriate resources to resolve them, • Develop, implement and monitor appropriate controls to ensure defect free implementation of risk strategies including documentation, review and testing procedures, • Ensure that credit analytics systems are operating efficiently, • Recognized credit risk product lead with 10+ years of experience at a large financial institution., • 5+ years of experience managing a team of credit risk technology team., • Bachelor's degree in Computer Science, Information Technology, Finance, Risk Management, or related field; Master's degree or professional certification (e.g., CFA, FRM) preferred., • Experience with programming languages (Python, Angular),Snowlfake , Azure cloud, SQL databases, and data visualization tools (PowerBI, Tableau)., • Products: Counter party Credit Risk, Credit Default Swaps, Interest Rates Swaps,FX Derivatives, Prime Brokerage trading, Equity Derivatives, Equity portfolio swaps, Equity TRS, Commodity Swaps. The more asset classes they know the better but deeper knowledge is preferred so only a couple with deep knowledge is acceptable., • Finance and Risk management: Positions calculations, valuations, data aggregation / manipulation, reporting, • Advanced knowledge of business analysis activities such as data analysis, process mapping, requirements elicitation, user story creation and testing, • Comfortable managing multiple, competing priorities and able to deliver results under pressure and tight deadlines, • Source to target event and data mappings, • Agile methodologies, • Ability to influence and lead positive change to business processes by creating and recommending actionable solutions that are aligned with business objectives, • Ability to collaborate, plan, facilitate, and participate in working sessions with internal and external stakeholders, leadership, IT, vendors and cross functional teams, • Ability to write and document business and functional requirements, test cases and test execution, • Creativity and the ability to reach insightful conclusions, • Ability to build cross-functional relationships and influence people, • Ability to communicate complex concepts and analyses in a clear and concise manner to all levels of an organization, • Functional and Technical Requirements Definition (and use of a requirements catalogue), • Business architecture, business requirement documentation (BRD), • Good communications skills, both written and verbal, • Good interpersonal skills

Job Description Vice President of Hotel Development SUMMARY: The Vice President of Hotel Development will be a senior strategic leader tasked to grow company’s portfolio of third-party managed hotels by identifying appropriate opportunities, developing budgets and proformas, negotiating contracts and coordinating with the company’s executive, marketing, operations and legal teams. The anticipated salary range for this position is $130,000–$160,000 annually. M&R Hotel Management carefully evaluates multiple factors when determining compensation, including work location, professional background, experience, and performance. Final compensation decisions are made based on the specific facts and circumstances of each individual case. In addition to base salary, this role is eligible for a generous annual incentive bonus aligned with established performance targets, as outlined in the Incentive Plan. RESPONSIBILITIES: • Partner with Executive Team to strategically align company direction as it relates to future hotel development, acquisitions, and growth of the company portfolio., • Oversee hotel acquisitions, dispositions, and other transactions by working with appropriate team members to complete structured due diligence which includes survey, environmental studies, internal and external stakeholder meetings, and documents required as part of the process., • Actively work to Identify and pursue hotel acquisition and management opportunities in strategic markets by leveraging industry contacts and networks., • Lead compliance with key agreements including franchise, purchase & sale agreement, ground lease, permits, and appropriate licensing., • Partner and lead process of multiple stakeholders including investors, consultants, municipalities, operations, designers, architects, and project management as part of the business development process., • Oversee project performance against the baseline financial models prepared as part of the feasibility analysis once the development program is established., • Establish and maintain a network of key franchisor contacts, investor partners, landowners, brokers, and hotel consultants and appraisers., • Prepare hotel financial operating projections, development budget, debt assumptions and overall investment return analysis in coordination with appropriate stakeholders., • Conduct fieldwork for market analysis and property inspections., • Conduct feasibility studies and prepare operational and financial analyses for single hotel assets and portfolio., • Oversee all aspects of the organization's business development policies, objectives, and initiatives., • Acts as a trusted advisor, consultant, and confidant to the COO & CEO and senior leadership team, proactively offering advice, counsel, and thought partnership related to business development and growth objectives within the organization., • Partner with leadership, as appropriate, to ensure best in class owner experience in all cases of owner interactions from follow up to delivery to needs assessment., • Work in line with the operational procedures of the organization towards revenue generation and growth goals selling all corporate services (accounting, revenue management, digital marketing, and sales)., • Provide financial oversight for all Business Development related expenses and budgets., • Build and evolve Business Development processes and company contracts., • Review status of sales activity and sales pipeline with COO and provide communication to Executive Team as needed, • A University Degree in Finance, Commerce, Marketing, Hospitality Management or related discipline., • 4 years of hotel or commercial real estate development experience., • 4 years of Hotel Management Contract Negotiation experience., • A minimum of 4 years of experience in the business development and B2B sales field., • Prior hotel valuation, brokerage, or acquisition analyst experience., • Strong background in development including financial feasibility analysis, design, financing, permitting, construction, and project management preferred., • Excellent leadership, interpersonal and communication skills., • Strong, demonstrable business and technical writing skills, including ability to draft or contribute to reports, investment memoranda, presentations, etc., • Strong leadership presence with the proven ability to influence and drive change with senior leaders in scaling the organization and establishing business goals for growth., • Must possess attention to detail, confidentiality, integrity, and the ability to maintain a high level of professionalism in a fast-paced dynamic environment., • Demonstrated leadership skills, evidenced by effectively working as a partner with other executives and stakeholders with strong, demonstrable oral communication skills, including the ability to present to internal and external audiences on technical aspects., • Reputation as a team player with a strong work ethic, integrity, candor, and willingness to accept responsibility and accountability for driving issues to resolutions., • Willingness to travel up to 50%.

Job DescriptionWe are a boutique family owned Real Estate management and brokerage firm that focuses on Harlem, Northern Manhattan, and the Bronx. The Management portfolio includes condos, cooperatives, and multifamily apartment buildings. We are a seasoned company and have been in business since 1926. Our Management team is seeking an Assistant Property Manager/ Property Manager that will be directly responsible with assisting in management of a portfolio of buildings. A specific focus will be on adhering to day to day interaction with vendors, residents, and staff. We are looking for an organized and motivated person to be a contributor to our team and a part of the growth of our company. In this role you will report to the Senior Property Manager on staff and perform administrative and organizational duties such as liaising with residents, collecting rent, doing basic bookkeeping, compliance with lease renewals, property registrations, organizing property viewings, and overseeing facility maintenance. To be successful as an Assistant Property Manager you should have excellent organizational and interpersonal skills. An outstanding candidate will also have a talent for business management and distinguished conflict resolution skills. Assistant Property Manager Job Responsibilities: • Assists in managing all aspects of a building’s occupancy and maintenance., • Communicates with tenants regarding property-related issues., • Coordinates with tenants and third parties to address maintenance and facility needs., • Collaborates with property management team to produce advertising materials., • Collects monthly fees and maintains records of payments and rental activity., • Coordinates with outside vendors to arrange for repairs, maintenance, landscaping, security and other services., • Investigates and helps to resolve complaints, disturbances, and violations., • Contributes to team efforts by accomplishing related tasks as needed., • Addressing and resolving residents' questions, concerns, and complaints in a timely manner., • Inspecting property conditions and coordinating maintenance activities., • Managing budgets, accounts, rent collections, and tenant notices., • Maintaining organized and updated resident files and records., • Reporting any problems or issues to the property manager.Assistant Property Manager Qualifications/Skills:, • Excellent communication and interpersonal skills, • Detail oriented and highly organized, • Strong customer service skills, • Skilled in time management and the ability to prioritize tasks, • Excellent critical thinking and problem-solving skills, • Solid understanding of anti-discrimination housing laws, • Bi-lingual English/Spanish preferred but not requiredEducation, Experience, and Licensing Requirements:, • High school diploma or equivalent (bachelor’s degree in business, management or real estate preferred), • Previous experience in property management or real estate ( 1-3 Years), • Any required state licensingAssistant Property Manager Requirements:, • High school diploma/GED., • Degree in business, management or real estate preferred., • Previous experience in property management., • Working knowledge of industry standards and regulations., • Excellent communication skills, both verbal and written., • Strong organizational and time management skills., • Excellent interpersonal and conflict resolution skills., • Proficiency in Microsoft Office., • Basic bookkeeping skills.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies. The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following: Candidate Requirements: • Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions., • Highly effective communication skills, verbal and written, with ability to work in a team environment., • Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties., • Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines., • Processing investor advisory agreements, and translating the information in client data bases., • Interacting with financial advisors, sales assistants, custodians and third-party service providers., • Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement., • Sending regulatory and firm required client correspondence to clients where needed., • Producing / reviewing ad hoc reports for senior management., • Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors., • Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Property Manager Brownstone Property Group seeks sharp full-time, detail-oriented and reliable Condo Property Managers to contribute to the success of a busy Brooklyn-focused Property Manager/Brokerage/Building Contractor by handling calls, scheduling work, financial and people management, and handling special projects. The job requires the ability to juggle multiple tasks, set priorities and manage the requirements of clients and workers. This important management position offers the opportunity for a capable individual interested in the business of real estate and contracting to learn and grow. To succeed in the role, the candidate must be self-motivated, ambitious, organized, and have strong time-management skills and a sense of urgency for critical deadlines. We are looking for a candidate who has the ability to work independently and as a member of project teams. We strive to provide a collaborative, creative environment where each employee is encouraged to contribute to our processes, decisions, planning, and culture. Requirements: • · Experience/interest with condo and rental multi-family real estate and building maintenance/construction;, • · Strong verbal and written communication skills, • · Strong interpersonal skills, • · Careful attention to detail, • · Ability to manage multiple tasks under deadlines, • · Ability to work independently completing tasks thoroughly and independently;, • · Creative problem solver;, • · Detail-oriented;, • · Patient and service-oriented;, • · Experience with Word, Excel, Outlook. Appfolio, • · Spanish-language-skills a plus, • · Pay commensurate with experience, • · Health Insurance for you and your family (company pays 50%), • · Paid Vacation, • · Paid Personal/Sick Days, • · SIMPLE IRA (company matches your contributions), • · Annual profit sharing, • · Incentives for finding opportunities

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies. Since 2019, Oppenheimer’s ECM team has executed over 200 Active Book run or Lead Placement Agent transactions for its corporate clients. Position available for immediate hire. Job Description Our Equity Capital Markets team is actively looking for a Director / VP for our New York office. The candidate will be working closely with senior members of our active Industry Groups to originate and execute equity and equity-linked transactions. This role will primarily focus on the Technology, Consumer, FIG and Industrials sectors. Responsibilities: • Origination and execution of transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, SPACs and Private Placements, • Expand and develop client relationships with key institutional investors including mutual funds, hedge funds and family offices, • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process, • Develop an in-depth understanding of our sectors, • Lead pitch drafting as well as transaction marketing documents, • Analyze and present deal data for senior level management teams and corporate issuers, • Support new business and marketing initiatives as appropriate, • Demonstrate a commitment to the group’s success on new opportunities, mandates and overall growth, • Must have 3-5 years of experience in ECM, primarily execution, • SPAC experience preferred, • Sales driven mentality with a strong capital markets acumen, • Strong verbal and written communication skills, • Elevated attention to detail and consistency in work product, • Strong work ethic and team player, • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $200,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. #LI-KG1

Job Description Location: If based in NY or Dayton you will be in office. If based in Dallas or Denver you will be remote. We are looking for a Partnerships Director, Brokerage, to join a Series A financial technology organization focused on developing technology-driven programs that improve the distribution of insurance products. Broker Channel We create tailored insurance programs that empower brokers to better serve small business groups. With the platform, brokers can deliver stronger products, better economics, and an improved experience to their affinity group clients, while earning more competitive commissions. Who We’re Looking For We’re seeking thoughtful, driven teammates who want to join in redefining the insurance industry. Responsibilities • Generate pipeline and manage the sales process within the brokerage channel, • Lead opportunities from initial outreach through close, • Oversee post-sales relationships to identify additional program opportunities and ensure successful implementations, • 2+ years in insurance sales at an agency or carrier, • Strong ambition and a passion for growth - this role will play a key part in building the brokerage playbook, • Excellent communication and interpersonal skills with the ability to influence stakeholders, • Analytical mindset to interpret data and provide actionable insights, • Join a founding team of builders with backgrounds in engineering, insurance, and finance, • Compensation: $120,000 - $140,000 base + OTE, • Be one of the first 30 employees shaping the future of a venture-backed fintech startup, • Final offer depends on location, experience, and expertise

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff. Responsibilities • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations, • Calendar management and coordination of meetings, including all logistics, • Database management, • Client interaction and service, • Bachelor’s degree required, • 1-2 years financial services/fixed Income experience would be highly beneficial, • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist Office Location: Jersey City, NJ About the Team & Role: Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint. What You'll Do: 1. Premier Client Service & Relationship Management (Primary Focus) • Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management., • Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts., • Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty., • Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels. 2. Client Retention & Strategic Support • Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets., • Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship., • Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment., • Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience. 3. Collaborative Marketing Support (Limited Scope) • Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building., • May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity., • Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies. Requirements What You Bring: • FINRA Series 7 & 63 licensed., • 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar)., • Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels., • Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures., • Proven experience in handling and serving corporate accounts., • Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions., • Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams. Preferred Qualifications: • Experience in developing and implementing client retention strategies., • Background in compliance or a strong understanding of regulatory frameworks governing client communications. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Are you an experienced, detail-oriented mortgage loan processor who can successfully aid loan officers in navigating the loan process? Our mortgage brokerage is interested in hiring a highly productive mortgage loan processor for our seasoned loan officers. If you are a detail-oriented processor wit

Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. As a full-service brokerage and #1 nationwide brokerage s

CJ Logistics delivers integrated and multimodal logistics services, connecting every corner of the world via air, sea and land. As a lead logistics partner (LLP), third?party logistics provider (3PL) and supply chain consultant, we help customers leverage supply chain management as a competitive adv

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, tr

The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage

A global insurance brokerage is seeking a Vice President of Marketing to be based in New York, NY. This full-time role involves developing marketing strategies, managing relationships with carriers, and assisting in the training of the marketing team. The ideal candidate has over 7 years of experien

The Vice President, Northeast Customs Brokerage is a strategic and operational leader responsible for driving excellence across Customs operations in the Northeast region. Oversee end-to-end Customs entry processes with granular technical oversight, ensuring operational efficiency, accuracy, and tim

Matheos Realty Group | Brooklyn, NY | Full-Time | Commission-Based.Matheos Realty Group (MRG) is a fast-growing, NYC focused commercial brokerage firm.Backed by leadership with 17+ years of experience, more than 3.Million buildable SF sold, and $700 Million + in closed transactions.The Investment As

At least eight (8) years of business experience of which the last four must have been in employee benefits brokerage sales or group product sales. In-depth knowledge of employee welfare benefits, understanding HMOs, PPOs, Self-Insured, Level Funded and Consumer Directed Health Plans, as well as anci

The Customs Clearance Manager is responsible for leading the day-to-day operations of the brokerage team, ensuring timely and compliant Customs entry processing.

Our Global Investor Distribution Solutions team is a high-performing, collaborative sales force passionate about delivering cutting-edge solutions in Transfer Agency Technology, Business Process Outsourcing, Brokerage Sub-Accounting, and Alternative Asset Service & Connectivity Technology. Experienc

The Employee Benefits Producer's main responsibility is to develop relationships and secure employee benefits consulting/brokerage clients for the Graham Company, a division of Marsh & McLennan Agency. At least eight (8) years of business experience of which the last four must have been in employee

A commercial real estate leader in Brooklyn, NY is seeking a Licensed Real Estate Salesperson for a full-time, on-site role.Responsibilities include managing real property transactions, providing brokerage services, and ensuring excellent customer service.The ideal candidate should have a strong bac

As an Insurance professional at Nacora Insurance Brokerage, your job is to help individuals and companies manage and mitigate risks associated with their supply chain. Insurance work at Nacora Insurance Brokerage contributes to more than we imagine. At Nacora Insurance Brokerage, a Kuehne+Nagel comp

Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. As a full-service brokerage and #1 nationwide brokerage s

Job DescriptionAbout Flexport: At Flexport, we believe global trade can move the human race forward. That's why it's our mission to make global commerce so easy there will be more of it. We're shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Exciting Trade Advisory Opportunity to Help Make Global Trade EasyThe opportunity: The global supply chain is one of the most heavily regulated industries for all parties involved. Everyone from the carriers, intermediaries, trucking companies, 3rd party logistics, freight forwarders, shippers, consignees, importers, exporters, and brokers face a challenging and complex task of navigating through a myriad of laws from the originating country, destination country as well as international treaties and conventions. The Trade Advisory team, consisting of business consultants, lawyers and licensed customs brokers, offers advanced customs and trade expertise to help clients identify supply chain risks and cost savings opportunities. As a Trade Advisory Lead, you will lead and mentor other Trade Advisory team members to help address and find solutions to trade issues that matter to our clients, furthering the company's values. Your role would take your trade and industry knowledge to help build our trade advisory services, while servicing our clients. You will: • Lead and manage trade advisory projects that focus on trade compliance and duty minimization strategies, including Classification, Country of Origin, FTA analysis, FSFE, Compliance assessment, tariff engineering, etc., • Perform, coordinate, and support Trade Advisory analytics and reporting from a variety of sources, providing insights and recommendations., • Monitor deadlines and draft client deliverables for multiple projects at a given time, ensuring high quality and timely delivery., • Proactively stay informed on the latest customs and other government agency regulations, ruling issuances, and industry trends that are relevant to our clients, and educate the team., • Ensure project timelines, statuses, and invoices are appropriately managed and delivered, overseeing the work of other associates., • Coordinate and facilitate software solutions, automation of data analytics, improvement of SOPs, ACE portal access, applications, and integrations, serving as a subject matter expert., • Interface with CBP and our clients and offer timely responses, elevating where necessary, and guiding junior team members., • Maintain active communication with clients, customs and other government authorities, and internal stakeholders, representing the team., • Support Trade Advisory infrastructure and administrative requirements, contributing to team development and best practices.You should have:, • Bachelor's degree from an accredited college/university., • Licensed Customs Broker required, J.D. or graduate degree highly preferred., • 5-7 years trade related experience working in house, at customs brokerage, consulting or law firm preferred, with demonstrated leadership experience., • Strong technical and business writing skills., • Strong interpersonal skills and the ability to stay on top of multiple tasks and projects, with excellent prioritization and delegation abilities., • Expertise with Microsoft Office suite and Google equivalents., • Strong data analytical skills., • Strong industry knowledge including classification, valuation, reconciliation, duty minimization and avoidance strategies, government regulations and rulings, and other trade information, with the ability to provide expert guidance. #LIOnsite The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in the posting's respective region. Our salary ranges are determined by role, level, and location. Within the range displayed, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education and / or training. The US base salary range for this position (this does not include bonus, equity and benefits):$110,880—$138,600 USDCommitment to Equal Opportunity At Flexport, our ability to fulfill our mission of making global commerce easy and accessible relies on having a diverse, dedicated and engaged workforce. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, physical and mental disability, health status, marital and family status, sexual orientation, gender identity and expression, military and veteran status, and any other characteristic protected by applicable law. Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. By submitting your application, you are agreeing to our use and processing of your data as required. Please see our Privacy Notice available at for additional information.

Present, promote and sell products and services to prospects and existing customers across the asset management and brokerage industry. Together with SMEs, guide prospective customers in the development of their vision for the growth of their asset management or brokerage business and on how SS&C's

Cushman & Wakefield has an opportunity for a Sr.Brokerage Specialist role in its New York office.This position provides business development, client service, transaction execution, marketing and team coordination support to a leading Retail brokerage team.Essential Duties and Responsibilities:.Provi

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and outgoing Financial Customer Experience Associate to support moomoo's in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will drive client acquisition, support store activations, and ensure compliance with FINRA and SEC regulations. This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Sales & Promotions Management - Support the on-site sales and promotion efforts, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data each day, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must have or be willing to get SIE upon being hired. FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire., • Must have knowledge of options and trading strategies, • 1+ years of experience in sales and/or customer service within a financial services company, • Strong personal trading experience (preferred), • In-depth knowledge of FINRA and SEC marketing guidelines, • Deep understanding of trading products, services, and the U.S. stock market, • Excellent leadership, communication, and customer engagement skills What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $50,000-$70,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money in real estate without closing a transaction. As a full-service brokerage and #1 nationwide brokerage s

This entry level role is ideal for someone who thrives in a data-driven environment and is passionate about automation, accuracy, and financial systems. Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to

Candidates should preferably have MCA brokerage experience, with the ability to communicate with brokers and analyze financial documentation.

This role involves collaborating with internal USG producers and retail insurance agents to develop and submit business to target markets, specifically for Workers Compensation. Learn and build relationships with our in-house rating and brokerage markets for Workers Compensation. Strong knowledge an

You have 3+ years of NYC commercial brokerage real estate brokerage experience, preferably in retail. Senior Associate (Retail Brokerage). As a broker with commercial retail experience, you will be joining and supporting an established New York brokerage team, with a runway for career growth.

World has become a diversified, national brokerage platform of scale with more than $800 million in revenue across three leading and complementary business lines of retail insurance, wholesale insurance, and retirement/wealth advisory. Manager of Corporate Development (Due Diligence). Lead comprehen

Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity p

We are seeking a hands-on Principal Engineer to lead the architecture and prototype development of a new Cash Management Account capability within the Wealth Management & Private Banking division. Direct experience designing or working with brokerage cash management products, sweep programs, or inte

Brokerage Specialist (Marketing). Join Cushman & Wakefield, a global leader in commercial real estate services, as a Brokerage Specialist (Marketing) supporting our dynamic brokerage team. This role on one of the region's highest performing industrial teams, blends creative marketing execution with

If you're an elite mortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clientsit's the administrative grind. Perch is a 4X award-winning mortgage brokerage, enabling Canadians to make data-driven decisions to save money on their mortgage

At least eight (8) years of business experience of which the last four must have been in employee benefits brokerage sales or group product sales. In-depth knowledge of employee welfare benefits, understanding HMOs, PPOs, Self-Insured, Level Funded and Consumer Directed Health Plans, as well as anci

Minimum 5 years of experience in private jet charter brokerage or a similar high-end sales role.

A nationwide real estate brokerage is seeking a Real Estate Associate Agent in Hoboken, NJ. Ideal candidates should have a real estate license and reliable transportation.