- Guardian Life (New York, NY)
- …be responsible for driving and executing a profitable growth strategy through ongoing sales and retention with brokers. The role will cover employer groups of all ... and bottom-line growth strategies, and identifying opportunities to increase broker market share and value. Success in this role...caliber talent. **You will:** + Develop and implement effective sales strategies and a sales plan to… more
- US Bank (New York, NY)
- …Grade Underwriting, Leverage Finance, Structured Credit, Derivatives, Foreign Exchange, Bond Sales & Trading, and Funding/Repo business lines. The products offered ... by the supported business lines include corporate and municipal bond sales , trading, and origination, asset-backed securities and CLOs, interest rate derivatives,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …in the market. The position requires cross functional teamwork with our sales , services, operations, technology, legal, marketing, and product groups. This includes ... client interactions with broker dealers and touch points with potential partners in...final implementation. + Work closely with the product managers, sales and client service; obtain and document business requirements… more
- USG Insurance Services, Inc. (New York, NY)
- …and Houston Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. ... manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement....and supervision to the team as requested by the Broker + Manage incoming calls from producers and companies… more
- Atria Wealth Solutions (Corning, NY)
- …relationship center professionals and identified credit union leaders regarding sales practices and business development initiatives. Work with Relationship Center ... U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in...LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- AIG (New York, NY)
- …to underwriting. You will also aim to generate new business by expanding your broker network, attending broker events, and building new relationships across the ... market - in line with a sales plan established with your manager. + Another key...Good organizational and time management skills. + Customer and Sales orientated behaviors: motivated, tenacious, focused, technically skilled, proactive,… more
- Guardian Life (Albany, NY)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker -dealer and registered investment advisor compliance experience, with experience at an ... insurance-affiliated broker /dealer as a plus. + Prior examination, auditing or...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Zurich NA (Albany, NY)
- …we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem solving abilities. ... and regulations and rating manual rules + Developing and maintaining agency and broker relationships + Working within broad limits and authorities on highly complex… more
- Citigroup (New York, NY)
- …issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines + ... not limited to, Compliance, Legal, AML, Regional Business Risk, Regional COO and Sales Management + Assist with ad-hoc projects and/or workflow testing as assigned… more
- Neuberger Berman (New York, NY)
- …our Portfolio Managers, Trading, other support and control areas internally and broker dealers, custodian banks and external 3rd party providers. The individual will ... the firm) as well as external clients (custodian banks, accounting vendors, broker dealers, auditors and underlying clients) for all operational related topics.… more