- 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
- TD Bank (New York, NY)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... material that identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary experience for Clients… more
- Broadridge Financial Solutions (New York, NY)
- …execution of product strategy and roadmaps by working closely with developers, sales and marketing teams, clients, and industry stakeholders to define, design, and ... introduce and market new products by developing time-integrated plans with sales , advertising, and production. Determines product pricing and completes operational… more
- Broadridge Financial Solutions (Edgewood, NY)
- …client advice and support. Promotes the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers and achieves ... relationships with assigned clients. + Promote Broadridge capabilities and identify sales opportunities for account managers. + Support contract extensions or… more
- Lincoln Financial (Albany, NY)
- …Lincoln Financial Group's individual life and annuity products and services - marketing, sales and distribution to new and existing clients - the legal and ... - Working knowledge of computer based legal research and other legal systems . - In-depth understanding of corporate structure, client organization, and business and… more
- Guardian Life (New York, NY)
- …the product subject matter expert, working cross-functionally with underwriting, sales , marketing, digital, legal, state filing, compliance, government relations and ... product development, roadmap planning, and launch activities. + Ensure that procedures and systems are updated as necessary and that changes are communicated to all… more
- Leap (New York, NY)
- …is building the world's largest network of branded retail stores - powered by data, systems and scale. The Leap Platform enables brands to deploy stores that work in ... Salesforce CRM, and leading new leads weekly to create sales -ready opportunities + Identify innovative ways to win deals...occupying each space in those markets + Manage landlord, broker , and other industry relationships within assigned markets +… more
- BMO Financial Group (New York, NY)
- …Income Compliance team in New York with a focus on FINRA and SEC broker -dealer requirements and corresponding oversight. We are looking for someone to work closely ... and stakeholder needs. + Consult on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives. +… more
- HUB International (New York, 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 ... Department. **Qualifications/Requirements** **:** + Must be well versed in sales and marketing training and development + Excellent verbal...license is required + Worked with an active CRM system before is a plus + Proficient with Microsoft… more
- Carrington (Albany, NY)
- …Organizes and inputs loan information received into the company's Loan Origination System (LOS). + Maintains open files, orders appraisals, sends verifications, and ... as required to resolve outstanding issues. + Communicates with Sales Management, Account Executives, Operations Manager, Disclosure Department, Underwriting… more