- World Insurance Associates, LLC. (New York, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... to make informed decisions to protect their assets, manage risk , and achieve long-term financial security. Founded in 2011,...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- TD Bank (New York, NY)
- …significant and/or highly complex, and diverse audit team for an area of significant risk , complexity or scope + People Manager role that generally manages a team ... greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, with deep industry,… more
- Bank of America (White Plains, NY)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial… more
- TD Bank (New York, NY)
- …significant and/or highly complex, and diverse audit team for an area of significant risk , complexity or scope + People Manager role that generally manages a team ... greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the...and plans audit engagement work activities to ensure adequate risk coverage which may require alignment across multiple areas… more
- HUB International (New York, NY)
- …providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- BMO Financial Group (New York, NY)
- …and funding management framework to optimize risks and maximize risk -adjusted profitability. Provides expertise for the measurement, analysis, and oversight ... retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of… more
- Heritage Financial Credit Union (Middletown, NY)
- …such as CIA, CPA, or CISA, and bring deep knowledge of internal controls, risk management, and regulatory requirements? Have you partnered with external agencies on ... risk -based internal audits in the financial services sector-and are...internal audit is more than a checkpoint-it's a trusted advisor function embedded in strategic decision-making. We are seeking… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Exceptional Judgment and Decision-Making Skills: Ability to rapidly evaluate information and manage risk ; ability to be a trusted advisor to internal clients and ... stakeholders. Highly-Engaged and Strategic: Ability to be "hands on" while also bringing strategic vision and global sensibility to the function. Ability to navigate and drive results through a high volume of matters, conflicting demands and multiple… more
- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Wells Fargo (New York, NY)
- …geographically dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service offerings ... clients, and internal partners, serving as a liaison to advance financial advisor and client penetration. + Ensure all banking activities comply with internal… more