- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + 3+ years of experience providing tax planning and/or compliance services + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week + Bachelor's… more
- TD Bank (New York, NY)
- …and fast paced environment **OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. ... May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to _investigate_… more
- Bloomberg (New York, NY)
- …to uncover insights across one of the world's largest libraries of broker research, company filings, transcripts, and internal notes. With seamless integration into ... Microsoft Office(R), structured publishing workflows, and real-time collaboration tools, RMS centralizes qualitative and quantitative research, supports ESG engagement tracking, and connects to Bloomberg Query Language (BQL) for powerful analytics. Our goal is… more
- Deloitte (Rochester, NY)
- …Management, Data Access Governance, Data Loss Prevention, Cloud Access Security Broker , Encryption, Certificate Lifecycle Management, Cloud Security, SaaS Security + ... 2+ years of professional experience managing and implementing various encryption technologies (eg, database encryption, file encryption, Public Key Infrastructure (PKI), certificate lifecycle management (CLM), transport layer security(TLS)) and strong… more
- TD Bank (New York, NY)
- …and fast paced environment **OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. ... May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to _investigate_… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... Qualifications Required: + 5+ years of experience providing tax planning and/or compliance services. + Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week. + Bachelor's… more
- The Hartford (New York, NY)
- …Workflow distribution + Coordinate activities for all supporting tasks (Rating, Agent/ Broker information, Risk Engineering, etc.) on new business submissions and ... renewal accounts. + Prioritizes territory workload based upon varying service requirements and customer needs of different activities/transactions. + Monitors work performance to ensure quality objectives and service commitments are achieved. + Facilitates… more
- Axis (New York, NY)
- …PIL with account information. + Process various notices and filings such as Broker of Record (BOR) notices, Direct Notices of Cancellation and Motor Carrier Filings. ... + Handle declination letters, loss control survey inspections and final premium audits. + Complete clearance of New and Renewal Submissions and Account set up as directed. **Client Engagement and Communication:** + Engage with internal/external customers to… more
- Veralto (NY)
- …Bachelor's degree preferred + Experience working with or as a Customs Broker , auditing entries, requesting post-entry adjustments, and running ACE reports + HTS ... classification experience and expertise required + Exceptional problem-solving and computer skills, proactive approach; strong communicator (written and verbal), detailed and organized \#LI-Remote **US ONLY** **:** The below range reflects the range of… more
- CIBC (New York, NY)
- …is located within the non-bank financial institutions section, which includes broker -dealers, asset managers, pension funds, hedge funds, private capital and ... insurance companies domiciled in the US including Prime Brokerage. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of… more