- Guardian Life (New York, NY)
- …leadership team on market trends as represented by customer and broker feedback. + Foster a culture of accountability, collaboration and customer-centricity. ... executive role required. + Advanced degree or equivalent experience preferred . + High level of group, worksite and absence...million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to… more
- BMO Financial Group (New York, NY)
- …Compliance ("FICC") team in New York with a focus on FINRA and SEC broker -dealer requirements and corresponding oversight. We are looking for someone to work closely ... combination of education and experience. + Recognized compliance certificate or equivalent preferred . + Experience at a regulatory body for one or more compliance… more
- Zero Hash (NY)
- …business environment. + Bachelor's or master's degree in accounting or related field. Preferred + CPA, JD or Master's in Taxation or equivalent. Benefits Offered We ... healthy team. We offer the following benefits: + Healthcare Insurance customary for region + Vision & Dental ...easily (a matter of API endpoints). We power neo-banks, broker -dealers, and payment groups to offer digital asset trading… more
- Cushman & Wakefield (New York, NY)
- …in a professional organization + Real estate industry and marketing experience preferred (Real Estate license a plus) + Advanced knowledge of Microsoft Office ... with InDesign and Salesforce (or other CRM) a plus + Real Estate Salesperson or Broker License required for this position. Can be obtained within first 3 months of… more
- Sedgwick (Albany, NY)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Representative | Auto | Remote Are you looking for an opportunity to ... + Communicates claim action/processing with insured, client, and agent or broker when appropriate. + Maintains professional client relations. + Performs coverage,… more
- Cushman & Wakefield (New York, NY)
- …for new brokers across the US and maintain accurate, up-to-date primary broker lists. - Build strong relationships across platforms to facilitate communication, ... and decision-making. **Qualifications & Skills** - Bachelor's degree or equivalent experience preferred . - 5+ years of executive support or operations experience in… more
- Sedgwick (Buffalo, NY)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Manager, Client Services | SIU **PRIMARY PURPOSE** : To manage accounts of ... or single large national program; to maintain client, client broker and key vendor relationships; and to manage program...Licensing** Bachelor's degree from an accredited college or university preferred . Colleague to pursue CPCU, AIC and/or ARM or… more
- Trustmark (Albany, NY)
- …communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an ... with 6 - 8 years relevant sales experience. + Active life and health license preferred or mustcomplete within 90 days of hire with company support required. + Must… more
- CIBC (New York, NY)
- …Succeed** + Supervise and conduct surveillance of the US registered broker -dealer securities trading products, as well as OTC derivative/swap trading products, ... problem-solving skills + SIE and Series 7, 57, 63 preferred + Good knowledge of MS Office (especially Excel),...needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance Plans, Paid… more
- TD Bank (Brooklyn, NY)
- …and Firm policies related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) + Ensures all Continuing ... community initiatives **Education & Experience:** + Bachelor's degree strongly preferred + 2+ years of providing advice, planning and...Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more