• Broker -Dealer Operations Specialist

    Guardian Life (New York, NY)
    …have** + 3 or more years of extensive industry experience + Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding/new account process, ... Microsoft Word and creating Excel spreadsheets and PowerPoint presentations is preferred . + Experience in the managed account space, specifically with Envestnet… more
    Guardian Life (07/08/25)
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  • Onboarding Analyst - Broker Dealer

    Marex (New York, NY)
    …of the risk and compliance requirements associated with this. + Bachelor's degree preferred . Salary Range: $70,000 to $85,000 per year and eligible for discretionary ... bonus. Marex Benefits for 2025 (https://www.marex.com/usa-benefits-at-a-glance/) Company Values Acting as a role model for the values of the Company: Respect - Clients are at the heart of our business, with superior execution and superb client service the… more
    Marex (08/07/25)
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  • Benefit Operations Analyst

    Prestige Employee Administrators (Melville, NY)
    …Office) and the ability to learn and adapt to new systems + Broker license preferred Skills and Personal Qualifications: + Fundamental understanding and ... experience in administration of employee benefits and the community-rated market + Working knowledge of compliance with ERISA and IRS laws + Ability to administer multiple priorities at once + Ability to work in a fast-paced environment + Prism a plus + Worked… more
    Prestige Employee Administrators (08/21/25)
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  • Manager - Global Trade Compliance - Trusted Trader

    Cardinal Health (Albany, NY)
    … + 8+ years of experience with CTPAT/PIP programs and minimum security requirements preferred + Licensed Customs Broker and/or NCBFAA CCS preferred . + ... This position will also support additional areas such as broker management, duty analysis, and bond sufficiency reviews as...special projects. + Point of contact to oversee Customs Broker Due Diligence and adherence to the Vendor Compliance… more
    Cardinal Health (08/20/25)
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  • Sr Analyst - Global Trade Compliance…

    Cardinal Health (Albany, NY)
    …of experience in classification within the medical device or pharmaceutical industry preferred + Customs Broker 's license or Certified Customs Specialist (CCS) ... certification preferred . + In-depth knowledge of the HTS, General Rules of Interpretation (GRIs), and other relevant classification principles. + Must be familiar with PGA (Partner Government Agencies) and related tasks + Experience with Country of Origin… more
    Cardinal Health (08/22/25)
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  • Life Sciences Underwriter (Mid-Senior - Senior)

    Zurich NA (Albany, NY)
    …years experience underwriting Life Science product liability on a primary basis Preferred Qualifications: + Existing broker relationships in East Coast region ... hone your underwriting and marketing skills while building relationships with our Preferred Distribution Partners within your area and grow your long-term career.… more
    Zurich NA (08/20/25)
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  • Chief Risk Officer - Private Client Group (Wealth…

    Raymond James Financial, Inc. (New York, NY)
    …of fifteen (15) years of financial services experience required . Experience in broker -dealer or wealth management firms preferred , especially with exposure to ... an understanding of the market standard risk management practices . Broker -dealer supervisory frameworks, retail investment platforms, and UHNW product risks… more
    Raymond James Financial, Inc. (07/31/25)
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  • Director, Residence Management

    GMHC (New York, NY)
    …and 5+ years of New York City property management experience with a bank of broker and landlord contacts is required. + Preferred : Bachelor's degree in Real ... Language Skills: + Bilingual abilities in English and Spanish are highly preferred , enhancing communication with a diverse client base. Requirements EDUCATION AND… more
    GMHC (06/28/25)
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  • Care Center Account Manager - Personal Insurance

    Tompkins Community Bank (Batavia, NY)
    …Qualifications + Two year college degree in related field or equivalent experience preferred + Licensed insurance broker or ability and willingness to obtain ... license within one year of assignment + Excellent phone skills + Proven customer service skills + Excellent organizational skills + Excellent computer and keyboarding skills; knowledge of word processing with Windows experience + Ability to work within a team… more
    Tompkins Community Bank (08/15/25)
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  • Account Manager II - Benefits

    NBT Bank (Saratoga Springs, NY)
    …or equivalent combination of education and experience required + Bachelor degree preferred + Property & Casualty Broker 's license and/or Life, Accident, ... and Health license or ability to obtain within 6 months of hire Skills and Abilities: + Demonstrated excellent verbal and business writing skills; ability to effectively handle diverse customers and to express empathy and concern; + Proficient in ability to… more
    NBT Bank (08/09/25)
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