10 senior associate broker jobs found

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Municipal Bond Credit Analyst/PM reports directly to the Director of Fixed Income. This role is responsible for all areas of the firm’s municipal bond market research and portfolio management including municipal bond trading, portfolio construction and issuer due diligence/credit research/surveillance.     Job Responsibilities : Execute fixed income trades across multiple fixed income trading platforms including but not limited to Fidelity, Altruist, Schwab, BondNav, iCAP, Bloomberg, and Tradeweb. Ongoing security valuations for various fixed income sectors prior to purchase to ensure compliance with Best...

Digital Marketing Associate - 87MG7N We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Hartford Funds is seeking a detail-oriented Marketing Production Designer to join our financial services marketing team. This role is responsible for the design, production, and management of a wide range of marketing materials and company documents—with a particular emphasis on building branded data visualizations (charts and graphs) and producing precise, brand-compliant layouts in Adobe InDesign. This is a production-focused role requiring the ability to create clean, consistent, and highly readable layouts through effective use of spacing, alignment, and visual hierarchy, while successfully accommodating large volumes of content and...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset allocation, portfolio construction, and trading. This role primarily supports the implementation of the firm's investment strategies, model portfolios, and centralized portfolio solutions across client accounts. The Portfolio Analyst will play a key role in maintaining and optimizing portfolio management and trading systems, supporting model adoption initiatives, implementing strategic portfolio changes, and enhancing...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Developer plays a significant role in driving the business. Senior Management relies heavily on Business Developers since their proper use of discretion and independent judgment concerning the pricing and whom...

The salary range for this job posting is $55,132.00 - $110,642.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. The actual salary range for candidates who reside in Pennsylvania is $59,630 - 119,670 annually + bonus + benefits. Pay Type: Salary We strongly prefer candidates who reside in Pennsylvania however, will consider those who reside in any of our listed payroll approved states with the related experience. This role will manage Workers' Compensation Lost Time and Medical Only claims within multiple jurisdictions. However, experience managing Workers' Compensation claims in Pennsylvania is required. Experience with Delaware and...

In the Business Intelligence Lead role, the individual will lead and develop data & BI solutions for Group Insurance. This involves working with business leaders on project requirements, solution design, and end-to-end development to drive actionable insights and data-driven decision making. This includes technical data analysis and development in the data lake and source systems, as well as development of highly interactive dashboards and visualizations, and related ad hoc reporting needs. They will also oversee and guide BI & data resources across the delivery lifecycle to ensure consistency and end-to-end quality. Further responsibilities include: Design and develop scalable reports and dashboards built on standard data structures, delivering actionable insights and enabling data-driven decision making across the business Partner closely with stakeholders across Technology, Enterprise Data, Enterprise Analytics, and business teams to understand needs, prioritize...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Relationship Manager will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. The Environmental Division of the Great American Insurance Group provides a comprehensive portfolio of environmental insurance products to a broad array of industries.  All products can be customized to address the specific risks and exposures of the client. Environmental...

Position Summary The Lead Account Executive The ideal candidate has a strong insurance background and excellent management skills and is seeking a career in a rapidly expanding company that provides targeted capital investments in talent and companies. The Underwriting Team Lead will be responsible for managing the personnel and activities of one of our policy operations teams and driving continual process improvement and innovation. Additionally, they will make appropriate underwriting determinations for the applicable product, and utilize their deep insurance knowledge to provide proper education/training to their team of Underwriting Assistants. What will your job entail? · Manage the high volume, fast-paced workflow for the assigned team or line of business, with willingness to expand into other lines of business as they become available. · Monitor productivity volume, service standards and accuracy for their staff and the business that they support. · Assist in...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...