- Aston Carter (Airmont, NY)
- …- Paid Full Day) Work with a close-knit team in a mid-size insurance brokerage Turn Numbers Into Insights That Drive Success Are you a detail-oriented accounting ... supportive, tight-knit office environment with a team of 10 and over 30 field sales professionals. + Enjoy a consistent weekday schedule with early Fridays off for… more
- Neuberger Berman (New York, NY)
- …submissions, review and distribute new hire documents (compliance manual, brokerage account disclosure policy, code of ethics affirmation), review background ... seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- MUFG (New York, NY)
- …for the Flow Products Rates and Credit Trading Desks and Institutional Investor Sales Desks. RESPONSIBILITIES + In depth knowledge of the various FR2004 reporting ... ability to translate technical information for non-technical audiences + Proficiency in Brokerage systems such as Bloomberg and Broadridge systems (BPS and IMPACT)… more
- The Hartford (New York, NY)
- …terms. + Establishes and maintains a strong account pipeline. + Manages the sales process including planning, operating routines, and monitoring. + Is well versed ... * 3 + years of Umbrella, Excess and/or Casualty Underwriting or Brokerage experience is required * Demonstrated success in developing and maintaining solid… more
- Citigroup (New York, NY)
- …a dominant top 3 player in the market, Equity (Cash, Derivatives, Prime Brokerage , Futures, Listed Derivs, FXPB) where Citi has a significant growth program to ... partner extensively with a range of internal stakeholders including Front Office Sales and Trading Desks, Compliance, Legal, Finance and HR; alongside having… more
- Citigroup (New York, NY)
- …with new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management ... serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
- Citigroup (New York, NY)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are ... and organizational capabilities are aligned to business strategy + Support the Sales heads managing the headcount and hiring processes + Support the leadership… more
- City National Bank (New York, NY)
- …portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives, partnerships) * ... Investment data reconciliation to Brokerage statements and other various investment systems * Configuration of general ledger accounting systems to map to investment… more
- Coinbase (Albany, NY)
- …US and International Markets, trusted custody solutions, and dedicated crypto prime brokerage . As a Product Manager on Coinbase Institutional, you will play a ... * Clear, confident communicator with strong relationship-building instincts across Sales , Trading, Risk, Prime, and Operations * Entrepreneurial and… more
- CIBC (New York, NY)
- …Fixed Income Sales & Trading, Derivatives, Investment Banking, Commodities and brokerage operations. + Solid understanding of FINRA, SEC and NYSE rules and ... regulations + Knowledge of federally recognized examination procedures to evaluate compliance with related laws and regulations + Understanding of the inherent compliance issues facing broker-dealers + Excellent verbal and writing skills + Strong interpersonal… more