- Deloitte (New York, NY)
- …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. Qualifications… more
- TD Bank (New York, NY)
- …**Preferred Qualifications:** + 5 or more years of experience with a registered US broker dealer or regulator. + JD desirable but not required + Knowledge of global ... financial institutions' operational, financial, sales and trading, and regulatory reporting activities and their obligations to applicable rules and regulations. +… more
- Broadridge Financial Solutions (New York, NY)
- …Lab Resources Collaboration: Work closely with cross-functional teams, including sales , product management, enterprise platforms and engineering, to ensure alignment ... 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)
- …business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Carrington (Albany, NY)
- …conditions, stipulations or pre-funding requirements received. + Communicates with clients, sales teams and operations teams to resolve outstanding issues as they ... and more efficiently inside the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of the loan process is… more
- Lincoln Financial (Albany, NY)
- …business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more