- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... to join our Employee Benefits Department. This person will provide full-service account management to clients, mostly but not limited to, with over 50 lives.… more
- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... and audits. + Coordinates brokerage and client service efforts with captive management , actuarial, claims and loss prevention as required. + Working with Producer… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the ... accounting, reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service… more
- CIBC (New York, NY)
- … Banking, Investment Valuation, Mergers and Acquisitions (M&A), Research Analysis, Wealth Management , Work Collaboratively At CIBC, we are in business to ... Finance business, you will play a pivotal role within CIBC's New York-based Investment Banking team. The environment is dynamic and fast-paced, requiring you to… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... PEO-specific market developments. + Support training and mentorship of junior account management staff as needed. **Qualifications:** + **5+ years** of experience in… more
- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... of the clients' business, strategic priorities, risk strategies and risk management needs and developing innovative approaches to unique client needs. +… more
- HUB International (Cedarhurst, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... other regulatory requirements + Maintain accurate client data in HUB's Agency Management System + Support wellness initiatives and coordinate health fairs, as needed… more
- S&P Global (New York, NY)
- …relevant certifications (eg, CFP, CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + ... licensing and sourcing of critical market data that informs investment decisions and portfolio management strategies. This...Experience in AI and machine learning, Wealth , or DeFi preferred. + Proficiency in data analysis… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 1-2 years of relevant experience… more
- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 2-5 years of relevant experience… more