- CVS Health (Albany, NY)
- …financial decision recommendations and presents them to management. Supports New Business Sales team with finalist meetings for new business. . Assesses the ... competitive environment and develops sales strategies to capitalize on market opportunities and drive...of any Meritain news/ (ie general business announcements, operational support , etc.) . Directly accountable for retention of assigned… more
- Broadridge Financial Solutions (New York, NY)
- …major clients and will manage the product lifecycle, collaborating cross-functionally ( sales , client service, operations, technology, legal, and marketing) to ensure ... + Collaborate with marketing to establish differentiated product positioning and support the development of compelling product promotions, campaigns, and thought… 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 ... in logical thinking, decision making, problem solving, and attention to detail. + Support new business processes around global trade and other areas such as supply… more
- HUB International (Melville, NY)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... Organization (PEO) accounts, acting as a trusted advisor to retail brokers, internal sales teams, and PEO partners. The ideal candidate will bring a strong… more
- TD Bank (New York, NY)
- …with regional testing teams across the globe. This Compliance Officer will also support other aspects of the Core Compliance program as needed. Compliance Monitoring ... Testing and Monitoring metrics, and contribute to department reporting + Support issues management development and tracking of Compliance-identified findings. + … more
- Coinbase (Albany, NY)
- …global 24x7 operating model, balancing deep product expertise with high-touch client support . * Collaborate with internal teams, including Sales , Account ... a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform. * Navigate and execute… more
- TD Bank (New York, NY)
- …businesses, functions and topics, including operations, finance, regulatory reporting, and sales and trading, and prepare business personnel for meetings with ... Assist with monthly and ad hoc Compliance reporting. + Support the development of US policies and procedures for...+ 2 years of experience with a registered US broker dealer or regulator. + Problem solving skills and… more
- TD Bank (New York, NY)
- …public in a professional manner + Is involved in Employee's community and support TDBG charity and community initiatives **Education & Experience:** + 4-year degree ... equivalent experience + 3 years related experience in a production or client support capacity (ie track record of high client satisfaction and retention) required +… more
- TD Bank (New York, NY)
- …ensure that surveillance alerts related to trading activities of firm employees ( sales and trading) and clients, and employee electronic communications alert, are ... professionals engages with key stakeholders across TD Securities, including Markets sales and trading leaders, Technology, Advisory Compliance, and Risk functions.… more
- Broadridge Financial Solutions (New York, NY)
- …accounting support for corporate areas (Finance, HR, Legal, Strategy, Sales & Marketing, Technology, and Procurement) + Review and approve Corporate segment ... teams as well as teams across FP&A, Shared Services, Treasury, Technology, HR, Sales & Marketing, Legal, as well as other areas across the business. This… more