Level Four Group

Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: Casual Work Environment Generous Paid Time Off Flexible Work Schedule Great Benefits And More Come take your career path to the next level! The Life Insurance Case Manager maintains primary ownership of cases during the new business process which requires engaging in frequent communication and coordination between insurance agents, insurance carriers, and internal resources. Responsible for setting their agent's expectations appropriately and providing an excellent experience throughout the process. This position reports to the Director of Insurance Operations. Essential responsibilities and tasks of the Life Insurance Case Manager are: This individual will be responsible for successfully processing insurance applications from the time that they are received through the point at which the policy is issued. Because the successful and timely processing of applications directly impacts company revenue, this is a highly visible and important position. This position will require a significant amount of relationship management responsibility, as this individual will interact with a wide variety of internal and external parties. Review all incoming insurance applications to make sure they are properly/thoroughly completed Communicate application status to all interested parties (agents, carriers, sales, management, etc.) Proactively take all necessary actions to move the application process forward with a sense of urgency Negotiate for preferential rates with various insurance carriers, if applicable Maintain and solidify relationships with the agents (clients) that submit business Additional duties as required Successful Life Insurance Case Manger candidates will have: Required Strong organizational skills as well as strong attention to detail in order to produce accurate results Polished and professional communication skills: interpersonal, written, and oral Strong computer skills that include a knowledge of Office Suite and internet navigation Ability to work independently as well as within a team environment The ideal candidate should enjoy working in a fast-paced, sales-oriented environment and be adept at maintaining and solidifying important business relationships. Preferred Understanding of insurance products in general Icing on the Cake Working knowledge of Agency Integrator System Powered by JazzHR PIcd7ac9bfbeea-9304

Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer: Casual Work Environment Generous Paid Time Off Flexible Work Schedule Great Benefits And More Come take your career path to the next level! The Capital Management Trader is as a key member of the asset management team and manages all aspects of securities trading, along with portfolio operations with an emphasis on managing the on-boarding and transitioning of key accounts. This professional works in the corporate home office and directly supports the management of proprietary investment strategies and custom client solutions. This position is critical to the efficient management, operations and implementation of client portfolios managed by the portfolio management team. Essential responsibilities and tasks of the Capital Management Trader are: Full life cycle trade responsibilities: build, pre-trade analysis, execution, post-trade analysis, allocations and settlement across multiple strategies, brokers and custodians; Ensure all trades settle correctly and resolve any discrepancies Proficient in the use of order management systems, trading strategies and best execution standards Ensure all trading activities follow best execution policies. Perform analysis including broker due diligence, broker evaluation, execution measurement, performance tracking and trading record keeping Model management: proprietary equity and asset allocation modeling based on asset allocation framework while managing all workflow within Orion as well as Salesforce to ensure model assignments, and completion of trades as needed Manage and maintain soft dollar balances, bills and relationship with executing brokers to capture all trading activity and reduce overall expenses paid by "hard dollars"; Manage commission budget and commissions paid to various third-party broker dealers Assist the portfolio managers during rebalancing/allocation and act as central resource for investment houses to send their research to PM's. Compile research as needed and leverage relationships to obtain research reports Create, implement and maintain procedures and documentation for trading/operations best practices; leverage the use of technology to provide efficiencies in all areas of the trade/reconciliation process Run analysis, monitor tax consequences and ensure an error free implementation process while transitioning multi-million-dollar portfolios into LFCM Manage the GIPS verification process, including model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data is correct Work on firm-wide special projects related to operational efficiencies and process improvements Interface with the Advisory Service Operations team in day-to-day processes relating to new account on-boarding to ensure all is in good order before trading Additional duties as required Successful Capital Management Trader candidates will have: Required At least 5-10 years equity trading experience and knowledge of trading systems Prior experience in a financial services office/broker-dealer Knowledge of equity and fixed income markets as well as securities Strong attention to detail Self-driven with strong organizational skills Ability to work in fast-paced environment Knowledge with Microsoft Office (required) Trading platforms OMS or EMS (Black Diamond, EMSX, Realtick, Eze Software) Bachelor's Degree General computer and software knowledge: Salesforce Black Diamond RJ Fidelity Schwab FINRA Securities Licenses: 65, 7 Powered by JazzHR PI54c211b5e5-