- New York State Civil Service (Albany, NY)
- NY HELP Yes Agency Financial Services, Department of Title Senior Attorney, SG-25 (Insurance) Occupational Category Legal Salary Grade 25 Bargaining Unit PS&T - ... State NY Zip Code 12257 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial … more
- Truist (Atlanta, GA)
- …Manager is responsible for underwriting loan transactions, including completing all required financial and other due diligence, in order to make recommendations for ... customized credit facility structuring and associated risks. Manage time-critical financial and operational due diligence and underwriting activities. Negotiate key… more
- KeyBank (Brooklyn, OH)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable ... credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit… more
- Experian (Costa Mesa, CA)
- … advisor to North American business unit leaders, translating financial insights into actionable strategies across product, sales, marketing, and operations. ... marketing solutions, and gain deeper insights into the automotive market , all using our unique combination of data, analytics...We also assist millions of people to realize their financial goals and help them save time and money.… more
- JPMorgan Chase (New York, NY)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using ... progress on our mission: to break down barriers to financial progress for financial advisors and their...Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive… more
- AON (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... preferred, as they enhance the ability to navigate complex financial products and compliance requirements. The role involves supporting...abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based… more
- Paychex (Minneapolis, MN)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... the prospect universe for the purpose of closing new sales. Leverage the Go-to- Market Sales Strategy to identify customers' needs and present the Paychex solution to… more
- SAM LLC (Chesterfield, MO)
- …those clients. + Identify and pursue new business opportunities within the GIS market . + Build and maintain relationships with potential and existing clients. + ... GIS sector to identify opportunities for growth. + Serve as a trusted advisor to clients, addressing any concerns or questions regarding GIS solutions and services.… more
- Lilly (Indianapolis, IN)
- …governance, and agency partnerships. This leader will serve as a trusted advisor to senior executives, translating insights into clear recommendations that drive ... strategic value creation. This role will also monitor shifts in the market , consumer behavior, and media innovation, proactively advising the enterprise on… more
- Neuberger Berman (Dallas, TX)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc. + **Account Monitoring**… more