- Bank of America (New York, NY)
- …Qualifications** + Recent experience in a similar role in a top tier bank / broker -dealer or product development role in a large broker /dealer + Knowledge of key ... & Written Communication + Negotiation + Collaboration + Flexible & Adaptable + Agent for Change & Innovation **Shift:** 1st shift (United States of America) **Hours… more
- Raymond James Financial, Inc. (New York, NY)
- …to the evolving needs of a growing organization. . Acts as a change agent within a transforming environment, setting strategic direction for risk management as the ... an understanding of the market standard risk management practices . Broker -dealer supervisory frameworks, retail investment platforms, and UHNW product risks… more
- Anywhere Real Estate (Rochester, NY)
- …company initiatives, foster a collaborative culture and facilitate affiliate growth, agent recruiting, retention and brand engagement. _Note:_ _While the Vice ... through the network. + Consults with and coaches affiliates to improve broker profitability and identify and drive ancillary revenue opportunities + Drives adoption… more
- CBRE (Albany, NY)
- …to client-driven priorities, commitments, and milestones. + Act as a landlord or seller agent and tenant or buyer agent to effectively negotiate the business ... and conditions. + Coordinate the negotiation of sales through a field broker . This includes negotiating leases and lease amendments, monitoring lease expirations,… more
- Carrington (Albany, NY)
- …to meet Company and Investor guidelines + Communicates with Escrow Officer/Settlement Agent , Title Officer, Realtor, Closing Agent , and Appraisal Management ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more
- CBRE (New York, NY)
- …and disposition of surplus space through subleasing. + Act as landlord/seller agent and tenant/buyer agent for high-profile clients. Review business terms ... Coordinate the negotiation of sales, leases and amendments through a field broker . Track lease expirations and other critical dates. Coordinate with project… more
- Paychex (Rochester, NY)
- …Overview Meet or exceeds set expectations as a dedicated account manager, licensed broker , and internal liaison for a specific 'book of business' that is based ... retention. Serves as an intermediary between the policyholder, Insurance Carrier/General Agent , and internal stakeholders to guarantee delivery of superior customer… more
- Siebert Williams Shank (New York, NY)
- …than 50 commercial paper programs, and a seasoned and successful share repurchase agent . All activities are supported by a robust secondary sales and trading ... and a sound regulatory capital base. We are a SEC-registered securities broker -dealer and member of the Financial Industry Regulatory Authority (FINRA) and the… more
- Lincoln Financial (Albany, NY)
- …administration and reconciliation of multiple (employee, director, and agent ) non-qualified deferred compensation plans, including enrollments, deferrals, ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP)… more