Principal of New Account Management
2 weeks ago
Salary: Competitive
Independent Financial Group, LLC (IFG) stands as a leading independent broker-dealer headquartered in San Diego, California. Established in 2003, IFG delivers a comprehensive suite of business solutions that empower over 656 independent financial professionals across 409 offices nationwide. Recognized among the "Fastest Growing Private Companies in the US" by Inc. 5000 for multiple years, IFG has also been acknowledged by the San Diego Business Journal as one of the largest private companies in the region.
Key Responsibilities
- Conduct thorough reviews of new accounts, including updates and necessary documentation.
- Assess all new accounts transferring assets as required.
- Generate various transaction reports on a monthly and quarterly basis.
- Engage in Supervisory Principal Associate Training.
- Undertake special projects and additional responsibilities as assigned.
Required Qualifications
- Possession of Series 7 and 24 licenses, or the ability to obtain them within specified timeframes.
- A minimum of 2 years of experience in the financial services industry.
- Experience within an Independent Broker Dealer environment is preferred.
- A college degree is advantageous.
Compensation and Benefits
- IFG provides a robust benefits package, which includes company-sponsored medical, dental, and vision coverage, 401(k) matching, competitive compensation based on experience, access to an on-site fitness center, and various employee engagement events throughout the year.
-
New Accounts Principal
3 days ago
San Diego, California, United States Independent Financial Group , LLC Full timeAbout Independent Financial Group, LLCIndependent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in the United States. Founded in 2003, IFG provides an array of business solutions supporting more than 656 independent financial professionals across the country. IFG was named among the Fastest Growing Private Companies in the US...
-
New Accounts Principal
2 days ago
San Diego, California, United States Independent Financial Group , LLC Full timeAbout Independent Financial Group, LLCIndependent Financial Group, LLC (IFG) is a privately held independent broker-dealer based in the United States. Founded in 2003, IFG provides a range of business solutions supporting over 656 independent financial professionals across the country. IFG has been recognized as one of the Fastest Growing Private Companies...
-
Audit Principal
7 days ago
San Diego, California, United States Blue Shield of CA Full timeInternal Audit Principal Role at Blue Shield of CAThe Internal Audit Services team at Blue Shield of CA performs internal audits and advisory services to provide assurance on specific internal control objectives and emerging risk areas.The Internal Audit Principal will report to the Internal Audit Senior Director and lead and manage financial, operational,...
-
Principal Gifts Officer
2 days ago
San Diego, California, United States InsideHigherEd Full timeAbout the RoleWe are seeking a highly skilled and experienced Principal Gifts Officer to join our External Relations team at the Salk Institute. As a key member of our fundraising team, you will be responsible for identifying, cultivating, and soliciting major gifts from principal donors to support the Institute's mission of scientific discovery.Key...
-
San Diego, California, United States BAE Systems Full timeAbout the RoleWe are seeking a highly experienced and skilled Principal Mission Systems Engineer to join our team at BAE Systems. As a key member of our Mission Systems Product Line, you will play a critical role in the design and implementation of battle management systems.Key ResponsibilitiesUtilize operational experience to engage with government...
-
Principal Gifts Officer
1 week ago
San Diego, California, United States InsideHigherEd Full timeAbout the RoleWe are seeking a highly skilled and experienced Principal Gifts Officer to join our External Relations team at the Salk Institute. As a key member of our fundraising team, you will be responsible for identifying and closing major gifts to advance the mission of scientific discovery at the Salk Institute.Key ResponsibilitiesPortfolio Management:...
-
Principal Gifts Officer
1 week ago
San Diego, California, United States InsideHigherEd Full timeAbout the RoleWe are seeking a highly skilled and experienced Principal Gifts Officer to join our External Relations team at the Salk Institute. As a key member of our fundraising team, you will be responsible for identifying and closing major gifts to advance the mission of scientific discovery at the Salk Institute.Key ResponsibilitiesPortfolio Management:...
-
Principal Statistical Programmer
2 months ago
San Diego, California, United States Alimentiv Full timeThe Principal Statistical Programmer leads multiple statistical programming activities as they relate to clinical research projects. Accountability includes the oversight and validation of study dataset creation and report generation (e.g., safety and efficacy analysis datasets, tables, listings, and figures). As an expert in the Statistical Programming...
-
Principal Accounting Specialist
2 weeks ago
San Diego, California, United States Vaco Full timePosition: Senior Accounting ConsultantLocation: San Diego, CAWork Arrangement: Full-time (4 days onsite/1 day remote)Compensation: $30-$38 per hour based on experienceOverview: Our client is in search of a Senior Accounting Consultant to enhance their team’s capabilities.Key Responsibilities:Oversee monthly general ledger closing processes.Reconcile...
-
Principal Systems Engineer
7 days ago
San Diego, California, United States Northrop Grumman Full timePrincipal Systems Engineer / Senior Principal Systems Engineer OpportunityWe are seeking a highly skilled and experienced Principal Systems Engineer or Senior Principal Systems Engineer to join our team at Northrop Grumman.About the Role:Perform reliability, maintainability, and availability analyses to ensure the highest level of system performance.Support...
-
OSJ Supervisory Principal
2 weeks ago
San Diego, California, United States TEKsystems Full timePosition Overview: The Home Office Supervision Principal plays a crucial role in overseeing the financial services sector, possessing a comprehensive understanding of the regulations, policies, and operational standards set forth by LPL Financial and relevant regulatory authorities. This position is dedicated to the effective supervision of Home Office...
-
Account Manager
5 days ago
San Diego, California, United States Altium Limited Full timeAbout the OpportunityThe New Initiatives Account Executive is a key role within the team responsible for driving Altium's continued growth. In this position, you will be responsible for driving strategic initiatives for Altium by effectively positioning new products on our Cloud Platform by targeting a set of prospective and existing accounts. Success in...
-
Account Manager
2 months ago
San Diego, California, United States Lockton Companies Full timeJob Description:The Account Manager plays a crucial role in delivering top-tier customer service by managing, supporting, and coordinating Clients' accounts. Key Responsibilities: Manages designated book of business, overseeing marketing, claims, and administration processes Addresses Client inquiries, maintains records of communications, unresolved issues,...
-
San Diego, California, United States TEKsystems Full timePosition Overview: The Regional Supervisory Principal for Home Office Supervision will possess a comprehensive understanding of the financial services sector, alongside the rules, regulations, and policies governing LPL Financial and its regulatory bodies. This role demands exceptional customer service capabilities. Key Responsibilities: The Regional...
-
Principal Software Engineer
5 days ago
San Diego, California, United States Northrop Grumman Careers Full timeAbout the RoleWe are seeking a highly skilled Principal Software Engineer to join our team at Northrop Grumman Careers. As a key member of our software development team, you will be responsible for designing, developing, and delivering high-quality software solutions using Java and related technologies.Key ResponsibilitiesDesign and develop software...
-
Accounting Manager
5 days ago
San Diego, California, United States Abfointernational Full timeJob DescriptionAbfointernational is seeking a highly motivated and innovative accounting professional to join our growing team as an Accounting Manager. In this role, you will help develop scalable internal processes and procedures, working cross-functionally with our growing departmental teams. You will help steer the course as a functional manager in the...
-
Principal Airworthiness Engineer
3 days ago
San Diego, California, United States Northrop Grumman Full timeJob SummaryWe are seeking a highly skilled Principal Airworthiness Engineer or Senior Principal Airworthiness Engineer to join our team at Northrop Grumman. As a key member of our Airworthiness Engineering Directorate, you will play a critical role in supporting certification efforts on various air vehicle platforms.Key ResponsibilitiesTechnical...
-
Senior Accounting Specialist
2 weeks ago
San Diego, California, United States Midland Credit Management Inc Full timeCompensation OverviewAnnual Salary: $66,000 - $72,000 (based on office location, relevant experience, skills, and competencies)Why Join Us?If you are considering a career with us, here are some compelling reasons:Compensation and Incentives: Enjoy a competitive salary with opportunities for uncapped commissions or annual bonuses.Career Development: Advance...
-
Accounting Professional
2 days ago
San Diego, California, United States ConAm Management Corporation Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Accounting Assistant to join our team at ConAm Management Corporation. As an Accounting Assistant, you will play a critical role in supporting our accounting operations and ensuring the accuracy and timeliness of financial transactions.Key ResponsibilitiesAccounting Administration:Process and...
-
San Diego, California, United States Northrop Grumman Full timeJob SummaryWe are seeking a highly skilled Principal/Senior Principal Engineer Hardware Avionics to join our team at Northrop Grumman. The successful candidate will be responsible for managing the development and integration of avionics hardware systems for our aircraft.Key ResponsibilitiesLead the design, development, and testing of avionics hardware...