- Lincoln Financial (Albany, NY)
- …+ Other related certifications (PMP, GSNA, CRISC, CCSP, CISM, etc.) preferred **Application Deadline** Applications for this position will be accepted through ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- CVS Health (Albany, NY)
- …sales, account management, and operations to resolve any problems and ensure client, broker , consultant and provider needs are being met. + Evaluates new business ... Strong leadership, collaboration and teamwork **Education** + Bachelor's degree preferred /specialized training/relevant professional qualification **Pay Range** The typical pay… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred : + Previous Big 4 experience + Experience with partnership, funds, and/or international… 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 ... or data analytics tools a strong plus + Familiarity with Bloomberg applications preferred ; knowledge of AIM and/or PORT is advantageous + Strong project management… more
- TD Bank (New York, NY)
- …Business Administration, or related field; an MBA or professional certification (eg, CFA) is preferred + 15+ years of experience with a proven track record in a ... 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.… more
- Deloitte (New York, NY)
- …investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred : + Experience participating in strategic planning initiatives + Focus on partnership,… 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 ... & Auto + Excess & Surplus experience a plus + College Degree preferred + Strong Customer Service orientation and Relationship Building skills required + Effective… 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. ... or equivalent required. + Undergraduate degree in business, finance, or related field preferred , but not required. + Preferably a minimum 0-2 years' experience in… more
- Veralto (NY)
- …environment, preferably with amultinational enterprise + Highschool Diploma required; 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… more
- Guardian Life (New York, NY)
- …leadership team on market trends as represented by customer and broker feedback. + Foster a culture of accountability, collaboration and customer-centricity. ... senior relationship executive role required. + Advanced degree or equivalent experience preferred . + High level of group, worksite and absence management industry… more