- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5045) ( 230000KI ) **Primary Location** : UNITED STATES-CT-Stamford ... your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable Pay,… more
- US Bank (Greenwich, CT)
- …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- S&P Global (CT)
- …Role:** **Grade Level (for internal use):** 07 **About the Role:** **The Team:** The associate will be part of a dynamic team, responsible for all onboarding, data ... Software as a Services (SAAS) technology. **Responsibilities and Impact:** + As an Associate , you are expected to support our clients and the business with… more
- Liberty Bank (Middletown, CT)
- …and successful team of financial professionals, serving the investing, financial planning, wealth management and insurance needs of our clients and prospects. ... The Client Service Associate position joins a cohesive support team working with...and follow up. .Handle appointment scheduling, appointment preparation, calendar management , and all follow up. .Apply knowledge of various… 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
- 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
- Carrington (Old Greenwich, CT)
- … Management System (LMS), online courses within LMS, content and delivery of associate and management development, on-the job training, new hire training, new ... online courses within LMS, content and delivery of overall associate and management development, on-the job training,...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more
- Broadridge Financial Solutions (South Windsor, CT)
- …parts. Operates Print presses when needed. Reports directly Operations Management . Job Responsibilities: Performs preventative maintenance of print equipment ... Makes recommendations for process improvements, proactively suggests project ideas to management for review and approved. Communicates effectively verbally and also… more
- Carrington (Old Greenwich, CT)
- …+ Strong analytical, problem solving, collaboration and technical skills. + Strong time management skills + Ability to work under pressure and meet deadlines. + ... technical information. + High school diploma or equivalent work experiences required; Associate 's degree preferred. + Three (3) plus years of professional work… more
- Broadridge Financial Solutions (Hartford, CT)
- …alter or impact our PKI Infrastructure or processes. + Support all domain management tasks, procurements, transfers, and domain record updates. + Bring maturity to ... and troubleshoot all technology areas. + Perform daily certificate life-cycle management tasks, both legacy workflows and Venafi. + Perform incident response… 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)
- …with data modeling tools (such as Erwin, ER/Studio, Toad Data Modeler, SQL Server Management Studio, or dbt). + Strong SQL skills and hands-on experience with RDBMS ... BigQuery) preferred. + Knowledge of data governance, data quality, and metadata management best practices. + Ability to translate complex business requirements into… 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
- JPMorgan Chase (Southport, 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)
- …in Excel, with the ability to build and understand advanced formulas and data management techniques. + Strong project management skills, with the ability to lead ... 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)
- …training needs assessments and develop training plans. + Certification Management : Oversee certification and re-certification processes, ensuring all associates meet ... Computer Skills: Microsoft Word, Excel, and Outlook experience is preferred. + Self- Management : Takes initiative to manage own workload effectively with a moderate… more