- Anywhere Real Estate (New York, NY)
- …or telemarketing environment; telephone prospecting and real estate industry knowledge a plus. + ** Sales savvy:** Prior work in a sales role, proven ability ... know "We Want You." Using your exceptional phone and sales skills, passion and enthusiasm, you'll encourage them to...and enthusiasm, you'll encourage them to meet with the broker by offering them an opportunity they can't pass… more
- Guardian Life (New York, NY)
- …our General Agency distribution system as well as through the Third Party and Broker Dealer arm. + Oversee the development of content that aligns to the developed ... and program launch strategies, updates, and maintenance communications to support sales activity and consumer engagement. + Support annuity wholesalers through the… more
- Mizuho Corporate Bank (New York, NY)
- …risk to the firm + Ability to prioritize onboarding cases to ensure completion prior to deadlines + Liaise with Front Office and clients directly + Review monthly ... 2111, AML Wolfsberg Questionnaire, Accelerated Onboarding Sheets & 151 Prime Broker Agreements). + Ability to understand an Investment Advisor's organization… more
- Lincoln Financial (Albany, NY)
- …position. + Technical knowledge in investment accounting and reporting, including prior experience working in investment accounting systems. + Strong problem-solving ... Word, PowerPoint, Outlook). _Nice to have experience (Preferred)_ : + Prior external audit experience in the insurance industry strongly desired. **Application… more
- Carrington (Albany, NY)
- …all policies/procedures. + Acts as liaison with direct reports, internal staff, sales staff, vendors and brokers to resolve outstanding issues facilitate any Closing ... concerns. + Provide appropriate exception-based review of loan conditions prior to funding and prior to purchase....the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of… more
- TD Bank (New York, NY)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary...of Administration and FINOP requirements under pertinent regimes + Prior engagement with regulators (eg, FINRA, SEC, OCC) +… more
- Deloitte (New York, NY)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... to solve complex problems and easily communicate findings + Prior implementation or support work experience with SAP GTS...attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer)… more
- Carrington (Albany, NY)
- …as required to resolve outstanding issues. + Communicates with Sales Management, Account Executives, Operations Manager, Disclosure Department, Underwriting ... as required to resolve outstanding issues. + Informs Account Executive, Broker , and/or borrower about discrepancies in title, appraisals, credit, employment, income… more
- Siebert Williams Shank (New York, NY)
- …in-office) from its New York City headquarters. Only candidates with relevant prior experience in public finance investment banking or municipal advisory will be ... and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a… more