Discount Brokerage Department Manager jobs in Fort Collins, CO

Discount Brokerage Department Manager manages and leads a group of discount brokers responsible for the purchase and sale of securities for clients at discounted commissions. Develops marketing programs and strategies to increase profitability and enter new markets. Being a Discount Brokerage Department Manager monitors transactions for accuracy and ensures satisfactory customer service. May interact with the organization's full-service brokers as needed. Additionally, Discount Brokerage Department Manager ensures compliance with any applicable regulations. Requires a bachelor's degree in a related area. Requires NASD Series 7 license. Typically reports to a director. The Discount Brokerage Department 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. To be a Discount Brokerage Department Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

C
Brokerage Coordinator
  • Cushman & Wakefield
  • Fort Collins, CO FULL_TIME
  • Job Title

    Brokerage Coordinator

    Job Description Summary

    The Broker Coordinator will report to the Director of Operations and will serve as the dedicated support for one team. This position is responsible for support of client service activities such as pitches and proposals, transaction support, and fee-earner administrative support. The Broker Coordinator will interact with various departments within the organization on behalf of the fee-earner to ensure they are able to meet the needs of their clients. In this capacity, the Broker Coordinator will be viewed as a direct line of communication to the fee-earner themselves

    Job Description

    Job Description

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    • Manage database
    • Support content creation process with regards to timeline and production cycle
    • Coordinate with other departments based on the needs of the fee-earner
    • Support timeliness of deliverables
    • Provide sales and deal support

    Key responsibilities

    Pitch and Proposal Coordination

    • Coordinate with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal as needed
    • Attend strategy session with fee-earner and other departments as needed
    • Coordinate with Marketing on behalf of fee-earner and deliver necessary information for creation of content (graphic design, mapping, etc.)
    • Schedule meetings with fee-earner and other departments for review and feedback
    • Schedule meetings with prospect and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
    • Coordinate with Senior Broker Coordinator and/or Marketing on the production of pitch/proposal when outside vendor is required for printing
    • Perform basic data gathering, such as property searches and site selections, on behalf of fee-earner as appropriate
    • Populate template market documents, such as tour books, property flyers, and brochures
    • Schedule follow up meetings as necessary to review content

    Other Service Delivery

    • Compile information to be used in periodic landlord leasing activity reports
    • Handle client contact lists, including database management
    • Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meeting with Prospect, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
    • Develop and mail general flyers or collateral on behalf of fee-earner

    Maintain CRM

    • Update CRM system on behalf of fee-earner
    • Research potential conflict of new pursuits
    • Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance
    • Enter new leads and opportunities into the CRM system and update accordingly
    • Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
    • Review CRM with fee-earner to ensure the accuracy of the information

    Coordinate Events and Conferences

    • Notify fee-earner of internal and external events and conferences
    • Register fee-earner for desired events
    • Coordinate travel and other logistics for fee-earner as necessary

    Deal Documentation and Revenue Accounting

    • Follow up with all parties on the execution of deal related documents as required
    • Prepare deal related documents and provide to fee-earner for review, approval, and delivery
    • Coordinate with Legal for review and approval when template documents are insufficient
    • Create deal sheet and provide to fee-earner and Director of Operations for review and approval
    • Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing
    • Close Deal in CRM as required

    Maintain Databases

    • Support population of Internal Listing Database on behalf of fee-earner
      • Inputting new listings into database and uploading all required information to include but not limited to property, availability, and rental rate information
      • Updating existing listings in database
      • Removing inactive listings in database
    • Coordinate with fee-earner for the collection of necessary information
    • Coordinate with fee-earner for the timely collection of necessary information to maintain third party sites

    BACKGROUND AND EXPERIENCE

    Demonstrated experience should include:

    • Bachelor’s Degree (Business, Communications, Engineering, or Architecture a plus)
    • 0-3 years’ experience in a professional organization or equivalent educational experience
    • Knowledge of Microsoft Office

    Competencies

    • Strong written and oral communication skills
    • Ability to multitask
    • Ability to take direction from multiple sources
    • Good project management skills
    • Excellent attention to detail
    • Demonstrated aptitude to solve problems and navigate through obstacles.




    Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.


    The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.


    The company will not pay less than minimum wage for this role.


    The compensation for the position is: $23.00 - $23.076923

    Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without  regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

    In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.


  • 1 Month Ago

F
Cattle Department Manager
  • Five Rivers Cattle Feeding, LLC
  • La Salle, CO FULL_TIME
  • JOB TITLE: Cattle Department Manager REPORTS TO: Feedlot General Manager and Assistant General Manager FLSA STATUS: AG Exempt, Salaried FUNCTION: Supervises and coordinates activities of workers engag...
  • 10 Days Ago

A
Cattle Department Manager
  • Ag Jobs
  • La Salle, CO FULL_TIME
  • JOB TITLE: Cattle Department ManagerREPORTS TO: Feedlot General Manager and Assistant General ManagerFLSA STATUS: AG Exempt, SalariedFUNCTION: Supervises and coordinates activities of workers engaged ...
  • 1 Day Ago

S
Department Manager - Agronomics
  • SiteOne Landscape Supply
  • Windsor, CO FULL_TIME
  • Company OverviewSiteOne associates are customer obsessed, always safe, continuously improving, and having fun! Whether you are experienced in the green industry, a professional looking for a career ch...
  • 6 Days Ago

H
Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • LOVELAND, CO OTHER
  • Additional Information $1,000 Retention Bonus Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the...
  • 7 Days Ago

R
Fresh Cut Department Manager
  • Ridley’s Family Markets
  • Wellington, CO FULL_TIME
  • DescriptionESSENTIAL DUTIES AND RESPONSIBILITIESTo perform this job successfully, an individual must be able to perform each essential duty with accuracy and maintain a high level of productivity. The...
  • 7 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Discount Brokerage Department Manager jobs found in Fort Collins, CO area

M
Department Managers $17.50-$22.50!
  • McDonald's Restaurants
  • Frederick, CO
  • Department Manager, Manager, Restaurant, Management
  • 4/18/2024 12:00:00 AM

K
Grocery Clerk
  • Kroger
  • Fort Collins, CO
  • Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and...
  • 4/18/2024 12:00:00 AM

C
Administrator/Executive Director - Columbine Commons Health & Rehab and Assisted Living
  • Columbine Health Systems
  • Windsor, CO
  • Columbine Health Systems has been a proud leader in senior health care for the past 50 years in Northern Colorado. We ar...
  • 4/18/2024 12:00:00 AM

A
Director of Program Management, Research & Development
  • Antech Diagnostics
  • Loveland, CO
  • We understand that the world we want tomorrow starts with how we do business today, and that's why we're inspired to mak...
  • 4/18/2024 12:00:00 AM

P
General Manager- 1437-Greeley, Colorado
  • Petco
  • Greeley, CO
  • **General Manager- 1437-Greeley, Colorado** Category: Stores Location: 4751 W 29TH ST, Greeley , CO 80634 Schedule: Full...
  • 4/17/2024 12:00:00 AM

L
Banquet Set-Up Attendant
  • Loveland Embassy Suites
  • Loveland, CO
  • When you’re an Atrium Associate, you’re a part of a crucial workforce providing the ultimate ‘Home Away From Home’ for o...
  • 4/17/2024 12:00:00 AM

K
PRODUCE/CLERK
  • Kroger
  • Loveland, CO
  • Job Description Create an outstanding customer experience through exceptional service. Establish and maintain a safe and...
  • 4/15/2024 12:00:00 AM

P
Colorado: Pets Hotel Associate
  • PetSmart
  • Fort Collins, CO
  • PETS HOTEL ASSOCIATE ABOUT OUR HOTEL: Working at PetSmart is not a job, it's a community of those who work together for ...
  • 2/2/2021 12:00:00 AM

Fort Collins is the Home Rule Municipality that is the county seat and the most populous municipality of Larimer County, Colorado, United States. Situated on the Cache La Poudre River along the Colorado Front Range, Fort Collins is located 56 mi (90 km) north of the Colorado State Capitol in Denver. With a 2016 estimated population of 161,000, it is the fourth most populous city in Colorado after Denver, Colorado Springs, and Aurora. Fort Collins is a midsize college city, home to Colorado State University. Fort Collins is situated at the base of the Rocky Mountain foothills of the northern Fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Department Manager jobs
$123,028 to $187,537
Fort Collins, Colorado area prices
were up 2.3% from a year ago

Discount Brokerage Department Manager in Newport News, VA
Second, the Discount Broker Department Manager will have to pass the General Securities Registered Representative examination at level.
December 03, 2019
Discount Brokerage Department Manager in Lowell, MA
Typically, a discount broker offers one service; executing client requests without offering advice or making decisions on behalf of the client.
February 12, 2020
Discount Brokerage Department Manager in Vineland, NJ
Discount brokerage firms are relatively new to the world of finance.
January 10, 2020