- Lincoln Financial (Albany, NY)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- The Cigna Group (New York, NY)
- …and existing distribution channels through segment expansion, capability development, broker engagement and successful execution of sales and retention strategies. ... **Summary:** The Sales Market Operations Lead Analyst will be responsible for delivery of Sales Operations assignments/projects in partnership with the US Commercial distribution leadership and broader Client & Growth Services organization. Will contribute to… more
- Travelers Insurance Company (New York, NY)
- …non-disclosure provisions. + Support underwriting marketing efforts, including participation in broker and account visits and risk mitigation seminars and authoring ... customer-focused white papers and articles. + Monitor marketplace conditions, conduct research, and draft reference materials to inform claim and underwriting colleagues on law impacting Travelers' underwriting and claim decisions. + Obtain and maintain… more
- Vylla Home (East Meadow, NY)
- …agent websites, marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated resources from Vylla ... and Carrington's family of companies (including lending, title and settlement services along with superior customer service from our headquarters in Aliso Viejo, California) + Back office support including dedicated transaction coordinators and an agent… more
- Broadridge Financial Solutions (Edgewood, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- STELLAR SERVICES (New York, NY)
- …+ Integrate with Oracle Identity Management System usinQ People lnteQration Broker + Share knowledge to continually improve implementation methodology + Support ... technical aspects of code deployment to production environments + 8 years of PeopleSoft development experience required more
- JPMorgan Chase (New York, NY)
- …+ Expertise in financial investment products and services offered by a broker -dealer and investment adviser (eg investments such as fixed income, equity, listed ... options, margin trading, etc) and related SEC, FINRA, MSRB and other SRO rules and regulations + Highly disciplined, ability to make independent decisions and work with limited supervision while exceling in a dynamic, demanding environment as a core team… more
- Broadridge Financial Solutions (New York, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge, ... we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation… more
- Kestra Financial (Wappingers Falls, NY)
- …in the financial services industry allowing for a strong understanding of broker /dealer operations and financial services products, including but not limited to: ... equities, bonds, options, mutual funds, annuities, insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series 65/66 preferred: (or… more
- M&T Bank (Williamsville, NY)
- …necessary parties involved in closing a transaction, from the customer, broker , correspondent, settlement agent, loan officer, post-closing, loan delivery, mortgage ... servicing, mortgage accounting, funding and co-workers to ensure a seamless closing experience, starting with CD preparation to CD Issuance through to issuing Final Closing documents. + Work with various internal departments as well as external organizations… more