- Broadridge Financial Solutions (New York, NY)
- …strategies and enhancing their Broadridge experience. Youll work cross-functionally with sales , operations, and product teams to strengthen client engagement, ensure ... issues, and provide coaching to strategists for successful outcomes. + Sales Support:Partner with sales /account executives to articulate client requirements,… more
- Lincoln Financial (Albany, NY)
- …and external clients on the security data information held in the accounting system and investment data hub database for General Account Invested Assets. + ... realignment across General Account portfolios on service provider managed accounting systems and across multiple custodians. + Collaborates with multiple external… more
- Carrington (Albany, NY)
- …Excel, etc.) + Advanced experience in specific software or ability to learn new systems (loan origination system , etc.) + Bachelor's degree or equivalent work ... + Acts as liaison with direct reports, internal staff, sales staff, vendors and brokers to resolve outstanding issues...the operation. + Superior service levels offered to the broker as you're inside presence ensures every step of… 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
- Coinbase (Albany, NY)
- …build the emerging onchain platform - and with it, the future global financial system . To achieve our mission, we're seeking a very specific candidate. We want ... of crypto and blockchain technology to update the financial system . We want someone who is eager to leave...serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.… more
- Citigroup (New York, NY)
- …trading platform processing Derivatives, Cash and Exotics products with 2000+ Trading, Sales , Middle Office users globally. The platform, built on state of the ... enrichment, regulatory reporting and downstream flows + Working directly with Trading, Sales front office and middle offices users across Rates, Spread Products and… more
- Comerica (New York, NY)
- …Institutions and Non-Bank Financial Institutions, including Payroll Providers, Broker Dealers, Title/Escrow companies, and Fintech organizations. Position ... Responsibilities: Sales Production: Increase the Bank's profitability by cultivating new...operational efficiency and minimize risk Maintain knowledge of payment systems , corporate banking, credit and non-credit products, trust, real… more
- Hold Brothers (New York, NY)
- About the Job: Hold Brother's Capital is a self-clearing broker -dealer with a specialization in proprietary trading in US equities markets, headquartered in New York ... organization, you will play a crucial role in driving sales growth and contributing to the achievement of our...comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. + Maintain a… 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 ... scalability, remove performance barriers, enable innovation, and modernize core systems and reimagine their business with SAP digital solutions. Responsibilities… more
- Broadridge Financial Solutions (New York, NY)
- …into actionable plans for your assigned portfolio, collaborating across Marketing, Sales , and Business Units, to ensure alignment with business strategies and ... within the team. + Collaborate closely with cross-functional stakeholders, including Marketing, Sales , and Business Unit leaders, as well as external partners , to… more