• Onboarding Analyst - Broker Dealer

    Marex (New York, NY)
    …+ Full coordination and collection of client documentation and requirements to facilitate KYC/AML review and approval. + Ensure that appropriate CDD / KYC and AML ... checks are carried out on all new customers in accordance with local regulatory requirements and Group standards and procedures + Communicate with brokers, sales, and other support & control functions on necessary account documentation and deficiencies. + Data… more
    Marex (11/14/25)
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  • Broker

    Jimcor Agency Inc. (Plainview, NY)
    …This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with ... existing and new brokerage carriers, to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking and regular mail. Essential Duties and Responsibilities: + Develop client… more
    Jimcor Agency Inc. (10/17/25)
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  • Director of Brokerage

    Cushman & Wakefield (New York, NY)
    …is responsible for realizing the full potential of their respective broker pod (approximately 50-70 brokerage professionals), and is ultimately accountable to ... Leadership, management and coaching for 50-70 brokerage professionals including + Broker /team business plan development and execution support + ENGAGE pipeline… more
    Cushman & Wakefield (11/13/25)
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  • Global Financial Institutions Group,…

    SMBC (New York, NY)
    …solutions to clients within the following industry sectors: Banks and Broker Dealers, Regulated and Alternative Investment Managers and Funds, Insurance Companies ... within the Financial Institutions Group will be responsible for Banks and Broker Dealer client coverage, including all aspects of client development, new business… more
    SMBC (11/15/25)
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  • Account Executive, TPO

    Carrington (Albany, NY)
    **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan...loan lock procedures. + Acts as liaison with outside broker , and internal broker coordinator, processor, processing,… more
    Carrington (11/22/25)
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  • Clinical Account Director

    RxBenefits (New York, NY)
    …drug trend. + Maintains awareness of drug pipeline and proactively consults broker /client on appropriate drug category management approaches. + Proactively consults ... broker /client on recommended benefit design and formulary approaches. +...+ Ensures modeling and reporting are sufficient to support broker /client needs and decision-making. + Maintains a deep understanding… more
    RxBenefits (11/08/25)
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  • FI Coordinator (Long Island Area)- Self-Direction…

    Access: Supports For Living (Howard Beach, NY)
    …and Circle of Support Team. + Review and verify member expense reports and broker billing to ensure it meets all criteria to maintain compliance with OPWDD ... highlighting concerns, issues, and updates. + Liaison between member/Circle of Support, staff, broker , Self -Direction Liaison as well as MNY finance, HR and payroll… more
    Access: Supports For Living (11/18/25)
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  • Strategic/National Account Service Consultant…

    Excellus BlueCross BlueShield (Rochester, NY)
    …Account Service Consultant ensures prompt, accurate, and efficient servicing of all Broker , Member, and Employer Group Administrator inquiries. Inquiries may be via ... and lobby walk-in's or through on-site visits with an employer group and/or broker . This role provides service for customers and business partners while responding… more
    Excellus BlueCross BlueShield (11/24/25)
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  • Account Manager, II

    Carrington (Albany, NY)
    …**What you'll do:** + Main contact of communication and support between the Broker and the various departments and individuals of the company throughout the process ... letters, cancellation and declinations. + Monitors incoming documents from Broker verifying the data collected and submitted by brokers....updates the Account Executive daily. + Communicates with the Broker at a minimum of every other day and… more
    Carrington (11/18/25)
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  • Senior Settlement System Support Specialist., VP

    MUFG (New York, NY)
    …the technical bridge between operations and the technology that powers our broker -dealer settlement engine. This role requires deep expertise in trade flows, ... or a related field. * 8+ years of progressive experience in broker -dealer back office, financial technology, or equivalent financial operations roles. * Deep… more
    MUFG (10/29/25)
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