Broker Salary at Boat BETA

Are you an experienced Data Quality Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Data Quality Analyst to work at their company in Minnetonka, MN. Position Summary: The ideal candidate has advanced experience with Excel, SQL, and Python. They would also have experience with auditing and establishing metrics/dashboards. The Broker Operations Quality Compliance Auditor will play a pivotal role in ensuring accuracy, quality, and compliance of broker data. Leveraging strong analytical skills and attention to detail, this role will work closely with various teams to analyze data, identify discrepancies, and contribute to maintaining a high standard of data integrity in alignment with industry regulations and internal policies. Primary Responsibilities/Accountabilities: Data Quality Analysis, Validation and Cleansing(30%) Conduct a thorough analysis of brokerage data to identify inconsistencies, errors, and

Zurich is currently looking for a Private/Non-Profit Management Liability Associate Underwriting Manager to join our Midwest team out of our Minneapolis (Edina) or Kansas City (Overland Park) office. In this role, you will be responsible for underwriting and managing a portfolio of management liability risks for private and non-profit organizations specifically focusing on Directors and Officers (D&O) Liability, Employment Practices Liability (EPL), Fiduciary Liability, and Crime insurance. You will handle insureds ranging from small, and middle market businesses to large, complex organizations. You will work closely with brokers, clients, and internal stakeholders to deliver tailored insurance solutions that meet our clients' needs. This is a market facing position and you expected to visible in the marketplace 25% of the time. The Management Liability Underwriting Manager is responsible for: Underwrite and manage a portfolio of management liability risks for private and non-profit bu

Introduction Join us at Gallagher Re, the trailblazers of the reinsurance world, where every day brings new opportunities to shape the future. We empower our clients with cutting-edge analytics and insights, providing them the confidence to make strategic decisions that transform industries. As a team member, you'll be at the forefront of innovation, translating data into impactful solutions and taking the reins of your career like never before. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview The Regional Operations Analyst collaborates with Branch Managers, Segment Leaders, the Finance department, and Executives to provide operational oversight, analysis, and support to managers and associates in branch offices within an assigned region and segment. How you'll make an impact Populate budgets and forecasts, ensuring accuracy and credibility by gatheri

Securities Compliance Auditors conduct audits of branch offices to determine compliance with FINRA, SEC and State requirements, and company policies and procedures. This is a hybrid role, 2 days weekly in the office. What you will do: Directly oversees advisors by conducting branch audits of brokerage and advisory branch offices Provide education and training to Representatives concerning regulatory, corporate, and legal requirements, general product offerings, licensing issues as well as internal processes & procedures Draft and distribute Monthly Best Practices communications to Designated Supervisors and Financial Institution Sr Management Correspond with Advisors and Program Managers to communicate and resolve any exceptions noted during the audit Review books and records Investigate potential audit exceptions Prepare reports Work on special projects Domestic travel is required, 30% of the time to conduct branch audits What you need to have: Bachelor’s Degree required (in Business,

Cetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst. This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment research and data analysis, and collaborate with peers and senior leadership to provide the best service to our institutional clients. The analyst will produce detailed evaluations and actionable recommendations to the Cetera Investment Committee and Retirement team on mutual funds, collective investment trusts, and other investment vehicles. This role will also include quantitative analysis to support ongoing projects. Over time, the role’s responsibilities may naturally evolve, with more client-facing opportunities and project leadership opportunities. This is a hybrid role, 2 days a week in the office. What you will do: Gain a deep understanding of the investment methodology employed by our team Perform detailed quantitative and qualitative research on mutual funds, collective investment trust

Cetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM). This role is for those who thrive in a fast-paced environment and enjoy solving complex challenges. You’ll be responsible for coordinating multiple workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies. This role requires strategic thinking and the ability to collaborate and coordinate with multiple departments like Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners. This role reports to the Director of Investment Advisory Integrations. This hybrid role, 2 days weekly in the office. What you will do: Formulate integration strategies for newly acquired firms to ensure a smoot

Compliance Analyst C2P Enterprises, LLC (C2P) is seeking a highly focused, organized, and analytical Compliance Analyst to drive initiatives related to adviser supervision, compliance, and business risk. This position will support advisers throughout the United States, and reports to the VP of Compliance and Supervision. Along with the President, Chief Compliance Officer, and Compliance Team, they will be responsible for maintaining a strong culture of compliance throughout the company. Responsibilities · Ensure advisers conduct business in accordance with U.S. Federal and state laws, rules and regulations, including the rules and regulations of the Securities and Exchange Commission, internal policies, and industry best practices. · Develop and conduct targeted training on Prosperity Capital Advisors (PCA) rule requirements for all advisers, including PCA Annual Compliance Training. · Enforce written supervisory and compliance procedures. · Provide supervisory oversight of our Registe

Responsibilities When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters underwrite and supervise a portion of an Underwriter’s book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. Interested? Join our team! Job Duties Underwrite and supervise a portion of an Underwriter’s book of business, focused on, but not limited to renewals Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Assist Underwriters to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials Mentor and train Assistant Underwriters as needed Qualifications Bachelor’s degree or equiv