Ryan Specialty GroupBrokerage Operations Coordinator Ryan Specialty GroupBrokerage Operations CoordinatorPhoenix, ArizonaDifferences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents.
OsaicNewBrokerage Operations Specialist - Cashiering & Support OsaicBrokerage Operations Specialist - Cashiering & SupportScottsdale, AZ$53,000–$58,000 / yearThe successful candidate will handle the accurate processing of transactions and serve as a backup resource for workflows. Strong communication skills and customer focus are essential, along with proficiency in Microsoft Office and Salesforce.
Bank of America CorpNewGFC Investigator (Brokerage - AML) Bank of America CorpGFC Investigator (Brokerage - AML)Phoenix, AZ$68,500–$100,000 / yearThis role ultimately reports to investigations teams responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment ManagementResponsibilities:Completes investigations while overseeing cases meet or exceed closure and quality metricsCompletes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcementReports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigationsPerforms quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support roleRequired Qualifications: Minimum of five years of relevant experienceUnderstanding of Retail Brokerage Products, Clients, and Services, such as Equities, Fixed Income Products, Structured Investments, Securitized Products, Mutual Funds, and entity structures, such as Personal Holding Companies, Retirement and Trust Accounts FINRA Securities Essential Exam/ FINRA Series 7, Series 6 or relevant experience in the areas of back office operations, Margin, ACAT TransferSuspicious Activity Reporting (SAR)Stakeholder Management (FLU, Business Controls, Risk)Understanding of Rules, Regulations, and Compliance (FINRA/SEC)Desired Qualifications: Bachelor's Degree in related fieldExperience in financial services and/or a related government entityCertified Anti-Money Laundering Specialist (CAMS)Data Management, Review, and AnalysisFINRA Services Principal Licensure (Series 4, 24, 53,9/10)Certified Anti-Money Laundering Specialist (CAMS)Knowledge of Alternative Investments ( Private Equity, Venture Capital, etc.)Familiarity with Discretionary Trading Products Skills:Fraud ManagementPolicies, Procedures, and Guidelines ManagementReportingRisk ManagementCoachingIssue ManagementTalent DevelopmentCritical ThinkingWritten CommunicationsData AnalysisRegulatory ComplianceInvestigation ManagementTechnical Skills:AML Regulatory KnowledgeCase Investigation & ResolutionCustomer Due Diligence Enhanced Due DiligenceFinancial Crimes Risk ProgramsHigh Risk Activities & TypologiesProducts, Services and Acumen- Global Financial Crimes Risk Identification & Assessment Risk Governance & ReportingShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. The Global Financial Crimes Compliance (GFCC) Investigator performs end-to-end investigations across one or more lines of business relevant to the Investigators specific area of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management.
W. R. Berkley CorpNewSr. Underwriter, Light Brokerage W. R. Berkley CorpSr. Underwriter, Light BrokerageScottsdale, AZRemoteThe Senior Undewriter''s primary job functions include [1] developing a comprehensive knowledge of the company's appetite in this product space and maintaining industry awareness in relation to opportunities and threats, [2] underwriting, including communicating appetite, rate, and underwriting information to agents, [3] overseeing renewal business and managing renewal underwriters to ensure consistent execution of underwriting strategy, and [4] supporting the underwriting process through training of new hires and development of associates. Collaborates with Contract Bind production underwriting teams along with Light Brokerage teammates to ensure proper placement of a risk and communicate market/agent trends and issues between divisions.
AtainE&S Brokerage Property Lead AtainE&S Brokerage Property LeadScottsdale, AZThis leadership role is responsible for driving premium growth, underwriting oversight, portfolio management, and broker relationship development for business written nationwide through Burns & Wilcox, our main wholesale distribution partner. The ideal candidate will bring deep expertise in E&S Property underwriting, catastrophe exposure management, and portfolio strategy, along with a collaborative leadership style and strong market relationships.
Ryder System IncNewFreight Brokerage Carrier Sales Representative Ryder System IncFreight Brokerage Carrier Sales RepresentativeTempe, AZDirectly engage with Account Executives, Shipment Management Associates (SMA) and Business Development Managers as needed to build a network of service providers that allows them the ability to foster an effective carrier network to support any and all freight transportation needs that a customer desires. Tender accept/reject loads, creates loads, sets appointments, dispatches, tracks and traces loads, root cause problem solves issues, and resolves/communicates to carrier and/or customer as appropriate.
Covenant LogisticsNewManager, Brokerage Key Accounts Covenant LogisticsManager, Brokerage Key AccountsPhoenix, AZ$67,931.21–$77,271.75 / yearOur compensation approach balances market-based salary ranges with individual performance, experience, and tenure ensuring your pay is fair, competitive, and aligned with your growth. The role will work cross-functionally to align Covenant’s assets, brokerage, and dedicated resources to deliver the most effective solutions for each customer.
BerkleyNewSr. Underwriter, Light Brokerage BerkleySr. Underwriter, Light BrokerageScottsdale, ArizonaRemoteThe Senior Undewriter's primary job functions include [1] developing a comprehensive knowledge of the company’s appetite in this product space and maintaining industry awareness in relation to opportunities and threats, [2] underwriting, including communicating appetite, rate, and underwriting information to agents, [3] overseeing renewal business and managing renewal underwriters to ensure consistent execution of underwriting strategy, and [4] supporting the underwriting process through training of new hires and development of associates. Collaborates with Contract Bind production underwriting teams along with Light Brokerage teammates to ensure proper placement of a risk and communicate market/agent trends and issues between divisions.
Covenant Logistics Group, Inc.NewManager Brokerage Key Accounts Covenant Logistics Group, Inc.Manager Brokerage Key AccountsPhoenix, AZThe Manager, Brokerage Key Accounts is responsible for the growth, retention, and overall satisfaction of assigned strategic customers. This role serves as the primary point of contact between the customer and Star, ensuring a seamless and unified customer experience.
Jones Lang LaSalle IncSenior Associate, Brokerage Jones Lang LaSalle IncSenior Associate, BrokeragePhoenix, AZGrow client relationships by attending client meetings, conducting property tours, developing follow-up materials for clients (e.g., lease comparisons, market overviews, property summary books, prospect or client presentations & proposals), providing clients with industry and market-specific information as it relates to their business, and maintaining contact information on prospects. Support client transaction process by reviewing quantitative office location data, legal documents, working with sophisticated Excel-based analytical tools, including macro-enabled financial models and financial analysis, including cash flow projections, valuation models, and sensitivity analyses.
OsaicOperations Processing Manager - Cashiering OsaicOperations Processing Manager - CashieringScottsdale, AZ$68,000–$73,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Must become proficient with the following systems: NetX360+, Wealthscape, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), eQuipt and other assigned back-office functions.
OsaicNewOperations Processing Specialist - Cashiering OsaicOperations Processing Specialist - CashieringScottsdale, AZ$53,000–$58,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
Osaic IncNewOperations Processing Specialist - Cashiering Osaic IncOperations Processing Specialist - CashieringScottsdale, AZ$53,000–$58,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
OsaicOps Processing Specialist - Cashiering OsaicOps Processing Specialist - CashieringScottsdale, AZ$48,000–$52,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
Osaic IncOps Processing Specialist - Cashiering Osaic IncOps Processing Specialist - CashieringScottsdale, AZCashiering Specialist Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 (#1 preferred location) Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
RGroup RealtyTransaction & Operations Coordinator RGroup RealtyTransaction & Operations CoordinatorTucson, AZ$50,000–$72,000We're a growing real estate brokerage and property management company building a smarter, more efficient operation using technology, automation, AI-assisted systems, and strong operational workflows. Other days may involve coordinating maintenance follow-up, reviewing AI-generated communication before it goes out, handling operational escalations, or helping leadership stay organized on priorities.
Ryan Specialty Holdings IncWholesale Broker Assistant Ryan Specialty Holdings IncWholesale Broker AssistantPhoenix, AZ$25–$31.25 / hourDifferences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers' compensation, providing creative solutions to retail brokerage firms.
eXp World Holdings IncBroker Transaction, Analyst - AZ - (REMOTE) eXp World Holdings IncBroker Transaction, Analyst - AZ - (REMOTE)AZRemoteFoster a highly collaborative, solution-oriented environment by removing transactional barriers, modeling agile workflows, and actively participating in team-based initiatives to enhance agent experience, risk management, and operational excellence. What you will do: The Broker Transaction Analyst (BTA) is a dynamic role focused on delivering hands-on, customer-centric service through meticulous review and management of contracts, addendums, notices, and agreements associated with eXp client and customer transactions.
CresaSenior Transaction Manager CresaSenior Transaction ManagerPhoenix, AZDevelops a wide range of considerations and relevant documents, including but not limited to project initiation forms (PIFs), market comparable reports, Broker Opinions of Value (BOVs), Requests for Proposals (RFPs), location comparison packages, letters of intent, and broker's opinions of value. This role manages internal and external resources and other stakeholders in the execution of lease renewals, new site acquisitions, disposal of excess space through subleasing, sale, and alternative transaction strategies.
OsaicProduction Support Analyst OsaicProduction Support AnalystScottsdale, AZ$60,000–$65,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Production Support Specialist will be a member of IA Platform Production Support Team, a group of subject matter experts on the operations of the firm’s investment advisory platform, WMP (Wealth Management Platform), and the business application in an advisory practice.
Livingston International Inc.NewSenior Trade Analyst Livingston International Inc.Senior Trade AnalystPhoenix, AZ$21.63–$33.41 / hourUtilize Trade Applications & Software to analyze import and/or export data to create transactional documentation, KPI reports, perform HS & ECCN Classification, determining FTA Qualification applicability, etc. The incumbent may specialize in one or more functional areas such as classification, import/export operations, restricted party screening, special trade programs, reconciliation, post entry and vendor performance management.
Ryan Specialty Holdings IncAccount Executive Ryan Specialty Holdings IncAccount ExecutivePhoenix, AZ$64,000–$80,000 / yearJob Responsibilities: Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention. Generates reports on performance and other defined metrics by leveraging data and insights to inform the broker on portfolio trends and delivers value that may enhance the book of business.
Sunflower BankNewAssistant Branch Manager Sunflower BankAssistant Branch ManagerScottsdale, AZPromote, refer, sell and cross sell bank products and services and appropriate deposit, trust brokerage, insurance and credit products and services to generate and increase deposit fee income and coach staff to uphold the same. Hire, train, direct and communicate performance expectations clearly and frequently, evaluate employee performance recommend promotions, transfers and salary adjustments; identify performance problems and take action to correct, including termination.
RGroup RealtyDualEstate Agent – Real Estate Sales + Property Management RGroup RealtyDualEstate Agent – Real Estate Sales + Property ManagementTucson, AZ$60,000–$120,000You'll help homeowners, investors, landlords, and tenants with leasing, renewals, investment strategy, and purchase/sale transactions—creating a durable pipeline that isn't dependent on open-house luck or paid leads. This role is for an agent who wants a real operating system: structured support, repeatable processes, and a steady stream of opportunities tied to property management relationships.
Ryan Specialty GroupAccount Executive Ryan Specialty GroupAccount ExecutivePhoenix, ArizonaJob Responsibilities: • Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention. • Generates reports on performance and other defined metrics by leveraging data and insights to inform the broker on portfolio trends and delivers value that may enhance the book of business.
JPMorgan Chase & CoNewJPMorganChase Wealth Management - Vice President, Client Safeguarding Team Leader JPMorgan Chase & CoJPMorganChase Wealth Management - Vice President, Client Safeguarding Team LeaderTempe, AZAs a Vice President, Client Safeguarding Team Lead, you will lead a specialized front-line escalation team within the Wealth Management service organization responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels. Identify trends and recurring drivers of escalations to inform process improvements, controls enhancements, training needs, and client experience improvements; participate in working groups, pilots, and projects supporting the safeguarding operating model.
Advisor GroupOperations Processing Specialist Advisor GroupOperations Processing SpecialistScottsdale, AZCustomer Support & Phone Inquiries Answer inbound calls from financial professionals in a courteous, professional, and timely manner Respond to questions regarding accounts, products, services, and procedures Research and resolve issues efficiently, escalating complex matters as needed Document all interactions accurately in internal systems Collaboration & Continuous Improvement Work closely with internal teams to resolve inquiries and improve service delivery Identify trends or recurring issues and provide feedback to leadership Contribute to a positive team environment and customer-focused culture Basic Requirements: Customer-focused mindset Attention to detail and accuracy Problem-solving and critical-thinking skills Time management and organizational skills Motivated individuals looking to grow a career in the Financial Services industry Proficient with Windows Microsoft Excel, Word, Outlook and Internet Ability to read & interpret company policies, operations manuals, & technical guides Preferred Requirements: For new graduates: internship, co-op experience, prior work experience 1 years’ experience of brokerage experience Completion of the FINRA SIE exam FINRA Series 7 Experience with Envestnet / Wealth Management Platform Bachelor’s degree in business, Finance or related field is preferred Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations Current Employees and Contractors Apply Here Don't see a job that works for you? Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
OsaicOperations Processing Specialist OsaicOperations Processing SpecialistScottsdale, AZ$43,000–$48,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
House Buyers of AmericaNewManager, Transaction Management House Buyers of AmericaManager, Transaction ManagementMesa, AZRemoteThe Manager of Transaction Management oversees all real estate transactions for House Buyers of America, managing both acquisition and disposition deals from contract through closing. Founded in 2001 and operating in 44 states, the company blends decades of real estate expertise with technology-driven operations to deliver speed, certainty, and consistent outcomes.
Avison YoungNewProperty Manager Avison YoungProperty ManagerPhoenix, AZSupervises the accounts receivable and accounts payable process, including collection of rent, accruals, payment of expenses, common area maintenance estimates, true-ups, reconciliations, compliance with lease terms, and preparation of all related documentation. The Property Manager is responsible for all financial aspects of the portfolio, assuring that all income due to the owner is collected promptly, and that expenses are controlled in line with ownership objectives, meeting or exceeding NOI goals.
CMA CGM SAOperations Supervisor I - Goodyear, AZ CMA CGM SAOperations Supervisor I - Goodyear, AZGoodyear, AZCharacteristics: Ability to allocate work assignments; Proven experience in problem analysis, presentation of alternatives and implementing solutions; Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; Ability to write reports, business correspondence, and procedure manuals. Minimum one year supervisory experience; Bachelor's Degree in International Business, Logistics or Supply Chain Management, Transportation, Finance or related discipline preferred or equivalent combination of work experience and education.
Northern TrustRegistered Associate II Northern TrustRegistered Associate IITempe, AZFull timeNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
OsaicCompliance Analyst OsaicCompliance AnalystScottsdale, AZWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Creates representative summaries detailing negative trends including high rates of variable annuity replacements, mutual fund B-share and C-share concerns, high rates of mutual fund switching, alternative investment liquidity issues, etc.
OsaicRegional Supervision Manager OsaicRegional Supervision ManagerScottsdale, AZWorks on delegated and collaborative projects with all departments and upper management to include the tracking of said projects to ensure completeness (i.e. Outside Business Activity Questionnaire, Annual Compliance Meetings, Firm Element Continuing Education, Annual Representative Renewals, etc.). We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Insurance Office of AmericaOperations Supervisor- Commercial Insurance (Remote) Insurance Office of AmericaOperations Supervisor- Commercial Insurance (Remote)Scottsdale, AZRemote$105,000–$125,000 / yearFull timePlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining service excellence, supporting staff development, and strengthening operational efficiency.
Advisor GroupRegional Supervision Manager Advisor GroupRegional Supervision ManagerScottsdale, AZCurrent Employees and Contractors Apply Here Osaic Careers Field Supervision Opportunity in Financial Services Regional Supervision Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. Works on delegated and collaborative projects with all departments and upper management to include the tracking of said projects to ensure completeness (i.e. Outside Business Activity Questionnaire, Annual Compliance Meetings, Firm Element Continuing Education, Annual Representative Renewals, etc.).