- AON (New York, NY)
- …Actively supports and supervises the renewal process. At the direction of the Broker , drafts quote comparisons and follows up for binders, policies and endorsements. ... Actively supports and supervises the renewal process. At the direction of the Broker , drafts quote comparisons and follows up for binders, policies and endorsements.… more
- Bank of America (New York, NY)
- …Group (MAG) Financial Advisor (FA) is a fully licensed, non-commission based retail broker position that operates as part of a centralized coverage team that ... account servicing. The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling… more
- Trustmark (Albany, NY)
- …existing business. Stays current with our Administrative, Enrollment, Broker , and Enrollment Company capabilities and processes. **Key Accountabilities** ... Managers to gain their confidence in decisions. + Understands non-standard broker arrangements and enrollment company strengths and weaknesses. + Identifies elements… more
- TD Bank (New York, NY)
- …(including investor relations professionals and C-suite as well as Buy-Side Broker Liaisons). + Work independently while managing multiple live events/projects. + ... and executes the trade + Ensures all trades are confirmed with the broker /dealer + Inputs trades (post execution), and Verifies transactions meet company policies… more
- HUB International (New York, NY)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... accounts when requested. **Qualifications:** + 5-7 years related experience with broker + Bachelor's degree preferred. + Detail oriented with good mathematical… more
- New York University (New York, NY)
- …activities as required. Job Opportunity/Position Title: Research Assistant / Cultural Broker Research Project Description of Location: Remote Commitment: Temporary - ... Cultural Brokers in engaging refugees in mental health services and treatment. A Cultural Broker is a person who is familiar with both mainstream US culture and… more
- Atria Wealth Solutions (Corning, NY)
- …CUSO Financial Services, LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record of serving the investment ... needs of credit unions and their members. We're ranked as one of the top broker -dealers in the industry and we work with some of the top financial institutions in… more
- Citizens (New York, NY)
- …aspects within the Bank's full-service wealth management business, which includes RIA, Broker Dealer and Trust (including Delaware trust) offerings and services. . + ... years of legal experience with substantial experience in the RIA and Broker -Dealer space. + Thorough familiarity with federal securities laws, including the… more
- AIG (New York, NY)
- …to underwriting. You will also aim to generate new business by expanding your broker network, attending broker events, and building new relationships across the ... market - in line with a sales plan established with your manager. + Another key aspect of the role is the provision of accurate monthly management information including submissions, bind rate, average premium, and total premium. What you'll need to succeed +… more
- Raymond James Financial, Inc. (New York, NY)
- …an understanding of the market standard risk management practices . Broker -dealer supervisory frameworks, retail investment platforms, and UHNW product risks ... (15) years of financial services experience required . Experience in broker -dealer or wealth management firms preferred, especially with exposure to front-office… more
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