- 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
- NBT Bank (Albany, NY)
- …education and experience (required) + 5+ Years of Successful Insurance sales experience ( preferred ) + Property & Casualty Broker 's license and/or Life, Accident, ... and Health license or ability to obtain within 3 months of hire Skills and Abilities: + Advanced working knowledge of middle market insurance products and risk management solutions + Proven relationship building skills to support business development efforts… more
- AON (New York, NY)
- …lead to success + 3+ years of insurance experience in property and casualty lines preferred . + Property and Casualty Broker License is required for this role or ... + 3+ years of insurance experience in property and casualty lines preferred . + Property and Casualty Broker License is required for this role or obtain within 6… more
- MUFG (New York, NY)
- …(eg, SEC, FINRA). - Familiarity with cloud platforms (AWS, Azure, GCP). Preferred Qualifications: - Experience in broker dealer or financial services ... We seek a skilled QA Engineer Analyst to join our team at a leading broker dealer in the capital markets. This role focuses on ensuring the quality and reliability… more
- 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
- Carrington (Albany, NY)
- **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... approval for new mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan applications and purchases… more
- 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 ... and updates. + Liaison between member/Circle of Support, staff, broker , Self -Direction Liaison as well as MNY finance,...years of experience in a related field or position. Preferred Education/Experience: + Bachelor's Degree in a related field.… more
- 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
- 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 ... approval letters, cancellation and declinations. + Monitors incoming documents from Broker verifying the data collected and submitted by brokers. + Obtains… more
- SMBC (New York, NY)
- …(CUSO), the SMBC Capital Markets Swap Dealer, and Nikko Securities America's Broker -Dealer entity. This role will focus heavily on issue management, governance ... issue management process for the Bank, swap dealer, and broker -dealer entities. This is an excellent role for someone...communication skills Education: - Required: Bachelor's degree (BA/BS). - Preferred : Advanced degree such as MBA or MS in… more