Discount Brokerage Operations Manager oversees the daily operations of a discount brokerage. Ensures that brokerage operations adhere to the organization's financial and business strategies. Being a Discount Brokerage Operations Manager monitors the purchase and sale of securities for clients at discounted commissions. Ensures accuracy of transactions, oversees account maintenance, and acts as a liaison with the organization's full-service broker as needed. Additionally, Discount Brokerage Operations Manager ensures compliance with all relevant government regulations. Keeps abreast of market conditions. Requires NASD Series 7 license. Requires a bachelor's degree in a related area. Typically reports to a director. The Discount Brokerage Operations Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Discount Brokerage Operations Manager typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Brokerage Solutions is seeking a highly energetic and organized individual to join our team as a Case Manager in our Fort Washington, PA, offices. As a Case Manager, you will be responsible for coordinating, managing, and facilitating life insurance & annuities opportunities, including performing follow-ups, coordinating quotes, and providing proficient and proactive services to new and existing clients. You will be expected to engage in frequent communication with the sales team, life insurance companies, external producers & financial advisors, medical facilities, and internal resources to manage client expectations and provide first-class service throughout the process.
Brokerage Solutions has been a leading Brokerage General Agency in the life insurance and annuity space for more than 20 years. We aim to bring clarity to complex financial needs by empowering advisors with the tools, resources, and knowledge to expand their business and achieve superior outcomes for their clients.
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Brokerage Solutions and its affiliates are equal opportunity employers. We do not discriminate based upon race, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.