Broker Salary at Horvath & Tremblay BETA

Responsibilities Help design and implement automated risk and compliance checks, to ensure transactions and holdings are in line with investment guidelines, client expectations, and regulatory requirements (including the identification of SEC and/or CFTC filing obligations) Monitor trade flow and handle issues and exceptions in-flight Collaborate with the investment team, operations, brokers, and the fund administrator to ensure flawless implementation of the entire lifecycle of each transaction, from order generation through settlement Handle trade execution problems, reconcile differences in reporting and manage settlement issues Perform transaction cost analysis and generate reports for the members of the trading and investment teams, and participate in best execution meetings. Cultivate and maintain relationships with external vendors, prime brokers, fund administrator, etc Evaluate execution strategies and make recommendations for improvements in trade implementation Assist with v

We are seeking an Investment Advisor (IA) to join our soon to be opened Portsmouth, New Hampshire office. This team member will contribute to advising new and existing client relationships. The successful candidate will demonstrate a passion for investment guidance and asset allocation while providing sound financial support to clients. The Investment Advisor will be responsible for managing client relationships as part of a team approach consisting of a Client Advisor and a Client Account Administrator. Investment Advisor Duties: Meets with clients on a regular basis, reviews accounts, investment strategy, and proactively manages client portfolios to meet goals and objectives in addition to responding to clients' questions and concerns Develops & maintains role as trusted advisor for clients with specified investment objectives & policies Invests accordingly to asset allocation committee recommendations where appropriate for clients Actively participates in the asset allocation commit

Aon is looking for an Associate Broker in our Construction Practice in Boston As part of an industry-leading team, you'll help empower results for our clients by delivering innovative and effective solutions as part of our Construction Services Group, in Boston Job Responsibilities: + Maintains effective and positive relationships with clients. + Serves independently in a client-facing capacity on matters of importance and complexity. + Act as the Broker for assigned Construction accounts and associated projects. + Captures and analyzes data on exposures, loss history and standard and unique coverage needs for submissions within the Brokerage Unit. + Performs submission assembly/creation where assigned. + Facilitates the timely and accurate flow of information between clients, AE and Broker account team members. + Drafts quote comparisons and follows up for binders, policies and endorsements. + Receives and runs routine and complex coverage inquiries and endorsement requests. + Underst

Posting Description: Aon is looking for a Senior Account Rep, hybrid in Boston! Information about the business: Aon is a leading global professional services firm providing a broad range of Health, Wealth, and Career solutions. Our 50,000 colleagues in 120 countries empower results to advise clients using proprietary data and analytics to deliver insights that improve performance and governance. Aon is an equal opportunities employer. Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria. General description of role: As a Senior Account Representative in our Reinsurance Solutions line, you will help clients understand, lead and transfer risk through innovative reinsurance solutions. The role is immediately client-facing, offering exposure to high-level executives and decision-makers at clients and reinsurance providers. This role will also develop comprehensive reins

Introduction Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself. 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 We are seeking a Senior Broker Placement Specialist to join our growing team who can deliver outstanding customer service! Are you interested in helping a range of c

Job Summary: This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with existing and new brokerage carriers, to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking and regular mail. Essential Duties and Responsibilities: Develop client relationships to generate submission opportunities and a regular flow of business. Review submission documents received to prepare additional information including; loss pics/summaries, loss stratifications, risk summaries, narratives, online research and requesting additional information needed from the client. Select and market the risk, by line of coverage, to markets to negotiate terms & pricing. Provide comparisons and illustrations to compare options and support client presentation process. Utilizes knowledge of automated systems to develop information

Job Description Job Description Shape the Future of Business Brokerage in Metro West Boston – Join Our Growing Team! Start Your Final Career Our Business Broker position is a unique position that is highly attractive. For those who have worked either as a business owner or someone who partnered with business owners, to provide essential services, this position will allow to you focus your entire network to the single mission of helping people buy and sell businesses. For those who have spent their career in Corporate America and are tired of the rat race, this position will allow you to use your functional expertise and project management skills to help local business owners and entrepreneurs achieve their goals. Opportunity As a Business Advisor & Broker, you will help clients achieve their business acquisition and business exit goals while building lasting relationships in the Metro West Boston small business community with business owners, finance & law professionals, small business

Job Description Job Description This position creates broker distribution networks to promote the company product suite and help employers to reduce their health insurance spend, while maintaining great benefits for employees. Identifying potential strategic broker partners Selling to customers in the 50 - 5,000 employee range through broker partners Accountable for prospect from presale through implementation. Providing the necessary broker support for successful education and implementation of the product suite. This includes interacting with broker partner teams and conducting broker education meetings to ensure thorough explanation and understanding of the product. Develop and maintain key internal relationships. Understand customer needs and provide value-added consultation. Present a positive image of the organization in the marketplace. Understanding the importance of Wellness and the pivotal role it plays in the employee benefits arena. Position Metrics Activity: 8 broker meeti