- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... scalable operational processes specific to client onboarding and ongoing account management . The role requires extensive leadership, management , and technical… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... seeking an innovative and detail-oriented professional to lead the development and management of the Generative AI (GenAI) testing and evaluation framework. This… more
- Citigroup (New York, NY)
- …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions… more
- Capgemini (New York, NY)
- …integrators, and client teams to ensure business alignment through the full insurance life cycle. . Support go-to-market activities, proposal development, and ... ROLE** As a **Manager** or **Senior Manager** in our ** Insurance ** team focused on **Transformation Management ** ,.... 8 years of consulting or industry experience within Insurance (Property & Casualty, Life , Annuities, or… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...Commuter) + Short-Term and Long-Term Disability (Company Provided) + Life and AD&D Insurance (Company Provided) +… more
- TD Bank (West Babylon, NY)
- …+ Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is...will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- TD Bank (Brooklyn, NY)
- …to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year… more
- Insight Global (New York, NY)
- …or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the ... unique and complex needs of wealth clients by reviewing financial goals and making investment...related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) *… more
- Guardian Life (New York, NY)
- …with applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and ... department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare...rules and regulations along with a familiarity of state insurance laws (inclusive of NAIC). + 3-5 years of… more
- Guardian Life (New York, NY)
- …Guardian:** Every day, Guardian provides Americans the security they deserve through our insurance and wealth management products and services. Since our ... + Bachelor's or master's degree in computer science, engineering, management or a related field, or equivalent experience. +...law. _Guardian(R) is a registered trademark of the Guardian Life Insurance Company of America._ **Salary Range:**… more
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