- JPMorgan Chase (New York, NY)
- …portfolios to meet their unique business needs. **Job Responsibilities** + Actively manage insurance client portfolios to meet client -specific objectives. + ... duration, global bonds, structured products, mortgages and tax-aware strategies. As an Insurance Portfolio Manager within the Global Fixed Income Currency and… more
- EFI Global (Buffalo, NY)
- …anywhere. Click here to learn more about EFI Global. **We are seeking a Client Services Director with experience in the insurance industry, specifically in ... four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized… more
- Deloitte (New York, NY)
- …Tax Services ( Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance group, you will provide federal ... Are you a strategic and creative tax manager who likes leading teams to solve complex..."tax controversy" pique your interest? Do you enjoy developing client relationships and providing federal tax compliance and consulting… more
- Cayuse Holdings (Albany, NY)
- …**_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs ... on building long-term, trusting relationships with our key clients, evaluating client priorities while aligning their interests and Cayuse's capabilities for the… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth ... investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a trusted… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with external ... to optimize external territory sales coverage and deliver the overall client experience. **Responsibilities** + Partner with Advisor Consultants to maximize overall… more
- Sedgwick (Rochester, NY)
- …a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services Director **PRIMARY PURPOSE** : To determine account management ... strategies related to client service plans; to be responsible for retention of...Identifies and solicits cross-selling opportunities. + Participates in local insurance community through advanced education and affiliation memberships. +… more
- Neuberger Berman (New York, NY)
- Reporting to the Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is ... RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income, alternative,… more
- CAMBA (Brooklyn, NY)
- …and follow-up with clients who do not link to PrEP/PEP services Position: Client Advocate Reports To: Assistant Program Manager Location: 1259 Flatbush Avenue ... Brooklyn, NY 11226 What The Client Advocate Does: + Recruit clients into multi-pronged interventions...Benefits: CAMBA offers a comprehensive benefits package including health insurance , dental insurance , 403(b) retirement plan with… more
- Neuberger Berman (New York, NY)
- Our Client Data Strategy team is looking for a high-energy, detail-oriented individual to join us as a Senior Business Analyst in our New York office. This team ... plays a critical role in providing strategic oversight of client data for global client coverage organizations. It is at the forefront of driving the development… more