- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5095) ( 2400002F ) **Primary Location** : UNITED STATES-CT-Stamford ... senior joint-work partners and to be coached by top performers + Advancement and management opportunities + A work-life balance and access to a full suite of… more
- Bank of America (New Canaan, CT)
- Wealth Management Client Associate New Canaan, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- Bank of America (Fairfield, CT)
- Registered Wealth Management Client Associate Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for individuals, companies,...products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest… more
- ADP (CT)
- **ADP is hiring a** **Sr. Director, Actuary - Health & Wealth Benefits organization** . In this role, you will apply statistical and mathematical techniques to ... in the office and 2 days at home.** + Associate of the Society of Actuaries. + Bachelor's degree...are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time,… more
- Robert Half Finance & Accounting (Wethersfield, CT)
- Description Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: ... Client Service Associate / Relationship Manager - wealth management firm Direct-Hire / Permanent position Robert Half contact: Drew.Schroll@RobertHalf… more
- Citigroup (Stamford, CT)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing professional role which integrates...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Kestra Financial (Hartford, CT)
- …for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage ... daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial… more
- S&P Global (CT)
- …Futures and Options asset classes. + Experience with Index/Benchmarks or Asset Management or trading platforms is a plus. + Excellent communication and interpersonal ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Broadridge Financial Solutions (Hartford, CT)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- WTW (Hartford, CT)
- …outside service vendors and intermediaries; provides production leadership and sales management ; is responsible for a team of over 140+ colleagues, oversees ... NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + Leads senior client… more
- Broadridge Financial Solutions (South Windsor, CT)
- …BR best practice, cause harm/risk to a client or harm/overwhelm an associate . + May perform other duties/responsibilities as needed or assigned. Qualifications: + ... Associate degree or equivalent experience preferred. + At least...Strong written and verbal skills. + Knowledge of Project Management and collaborative skills as well as process … more
- Broadridge Financial Solutions (South Windsor, CT)
- …on-prem systems and multiple cloud environments (AWS, Azure, or GCP). Platform Management + Oversee administration and operational management of Confluent ... experience with Infrastructure as Code (Terraform, CloudFormation) for Kafka resource management in both cloud and on-prem. + Familiarity with Chef, Ansible,… more
- Broadridge Financial Solutions (South Windsor, CT)
- …as well as the associated controllers and pre/post equipment, to work with management to prioritize work requests and ensure work is processed in priority order ... + Ensuring that all equipment problems are reported to management and the appropriate vendor on a timely basis....that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (South Windsor, CT)
- …and application development groups to resolve issues promptly. + Apply performance management tools and techniques to ensure optimal response times in high-volume ... Assembler, PL/I, and Rexx. + Effectively utilize change, incident, and problem management tools in accordance with data center standards and practices, actively… more
- JPMorgan Chase (Greenwich, CT)
- …needs of today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless ... and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating...College degree or military equivalent + 2+ years of management , Retail Banking experience or equivalent Chase leadership experience… more
- Broadridge Financial Solutions (South Windsor, CT)
- …issues found, including procedural breaches in security policies + Keeping the Security Management Team informed of all security matters and issues as they pertain ... able to travel and perform other related duties and functions as assigned by management Requirements: + High School diploma or equivalent is required + Ability to… more
- Broadridge Financial Solutions (South Windsor, CT)
- …production equipment and support the installation of new equipment as required by management . + Effectively track parts usage and provide input to management ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Broadridge Financial Solutions (South Windsor, CT)
- …communication skills and adeptness with communicating effectively with staff and management at multiple levels. + Proven organizational skills including expertise ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more