- Paylocity (Melville, NY)
- …complete and obtain documentation required for clients to move to Paylocity system . + Work directly with internal departments to ensure smooth transition for ... personal contacts and other sources. + Build and maintain relationships within the Broker channel as well as other referral sources + Maintain contact with existing… more
- Broadridge Financial Solutions (New York, NY)
- …FXL team develops a 7x24 back, middle and front office cross asset class processing system . We are made up of high-performing teams that meet in person to learn and ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Lincoln Financial (Albany, NY)
- …training on various topics such as ISO, social media/database research, and system (s) used. **What we're looking for** _Must-haves:_ + 4 Year/Bachelor's degree or ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- BMO Financial Group (New York, NY)
- …Line of Defense's Operating Group Compliance Program (OGCP). The OGCP is the system of policies, processes and controls established and implemented by the First Line ... & sales activities and applicable regulations surrounding them. + Knowledge of the Broker Dealer and Banking Regulations, which include but not limited to SEC,… more
- Comcast (New York, NY)
- …KPIs, and educate sales teams on solution-based selling. - Act as a knowledge broker on segment health and advise on commercial and product strategies for growth. ... and being open to new ideas. + Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company… more
- Comcast (New York, NY)
- …prioritize new sales strategies for FreeWheel's technology. * Act as a knowledge broker for current and future commercial offerings. * Collaborate across teams to ... and being open to new ideas. + Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company… more
- Vylla Home (East Meadow, NY)
- …leads, assets and referrals + Free CRM and CMA tools, transaction management system , e-signatures and more + Customized training, live demos and more available 24/7 ... agent websites, marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated resources from Vylla… more
- World Insurance Associates, LLC. (New York, NY)
- …and make informed decisions. + Maintains engagement activities in agency management system according to data standards and data integrity (enters and maintains ... communication field. + At least 1 to 2 years' experience with a Benefits Broker , consulting with clients. + Ability to speak and present effectively in both small… more
- Citigroup (New York, NY)
- …techniques, and understanding of regulatory requirements of the US banking system . Review and challenge risk identification framework, limits/triggers selection and ... proposals and new financial product proposals in Fixed Income Credit and Broker Dealer and Banking products, and provide independent liquidity risk assessment.… more
- Scotiabank (New York, NY)
- …activities with Internal Control to reinforce the Scotiabank US front office system of supervision and control. + Providing guidance for compliance-related issues ... years of compliance experience, including experience providing advisory support to a broker -dealer equities sales and trading business. + Knowledge of relevant SEC… more
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