• Howden Group Holdings (New York, NY)
    …& strategic advisor focused on relentless innovation & superior analytics for top client service . About Role Howden Capital Markets & Advisory Overview Howden ... from distributors, managing general agents, insurance carriers, reinsurers, insurtechs, and other service providers, as well as a diverse range of industry investors… more
    Upward (07/27/25)
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  • Oppenheimer & Co. Inc. (New York, NY)
    …& Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full- service broker-dealer. With roots tracing back to 1881, the Company is engaged ... broker or similar government bond sales role FINRA Registrations: Series 7 and Series 63 must be...must be obtained within 90 days of hire Existing client relationships with institutional investors and a demonstrated ability… more
    Upward (07/25/25)
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  • TD Bank Group (New York, NY)
    …point of contact. The Fixed Operations team strives to create efficiency, improve client service levels and reduce operational risk. If you are industrious, ... groups globally to mitigate risk and deliver world class service to our global client base. They...Office Excel, Word, and PowerPoint a plus SIE and/or Series 7, 63 a plus. Inclusiveness At TD, we… more
    Upward (07/01/25)
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  • International Staffing Consultants, Inc. (Melville, NY)
    …act as liaison across team members, vendors, and clients. Coordinate client service workflows, including onboarding, follow-ups, documentation, and compliance ... financial and insurance records. Help maintain a culture of excellence and high-touch client service . Qualifications: Minimum 5+ years of experience as an… more
    Upward (07/27/25)
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  • Echo Tours & Charters (Brooklyn, NY)
    …facilitate paid floor hours during the first 60 days of hire to help build a client list and trainers have access to our Core Training educational series . Job ... education, marketing, media and sales. Responsibilities: Build and maintain a client base through conducting PT orientations and sessions Meet minimum required… more
    Upward (07/03/25)
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  • Fora Travel (New York, NY)
    …no matter their starting point. A powerful suite of tools for booking, client management, and marketing, ensuring agents can focus on delivering exceptional travel ... . Earlier this year, we announced our $60 million Series B and C investment rounds , led by...for travelers. We're here to serve We operate in service of our community and believe that when they're… more
    Upward (07/23/25)
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  • Fidelity Investments (New York, NY)
    … contracts Effective communication skills and an approach to proactively build client interactions Detailed knowledge of the financial service industry, with ... clients. The ideal candidate will be an experienced financial service executive with a consistent sales track record. This...exposure to financial services Consulting Business development Fin Tech Series 7 and 63 required or attained within 90… more
    Upward (07/05/25)
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  • Coast (New York, NY)
    …and build consensus among multiple senior-level stakeholders within enterprise client organizations Develop and manage relationships with procurement teams, finance ... wellness, including webinars, access to an equity tax advisory service , and company-sponsored 401K $400 accessories allowance for home...raised $165M in total funding - our recent $40M Series B equity round was led by ICONIQ Growth… more
    Upward (07/23/25)
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  • Arch.co (New York, NY)
    Our Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human ... foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing… more
    Upward (07/04/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... partner closely with advisor teams to deliver a branded client service model focusing on digital solutions...policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or … more
    Bank of America (05/08/25)
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