- Equitable (Stamford, CT)
- Wealth Management Associate - Retirement Benefits Group CT, Stamford/Shelton/Milford (5097) ( 2400003R ) **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 (Melville, NY)
- Wealth Management Associate - NY, Melville (3921) ( 200005GC ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... as a financial professional, empowering you to establish your career in wealth management . Stable pay is based on a structured 40-hour workweek with $34,500… 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
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Responsibilities + Respond to associate , manager, HR, and external company questions received through inbound calls or ... case management system (Tier 1). Answer questions thoroughly and within...knowledgebase and other reference materials to assist in answering associate /manager inquiries and resolving issues. + Escalate associate… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- HUB International (Melville, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 ... guidelines. + Support servicing teams by ensuring real-time updating of agency management system. + Review and support document download process from carrier… more
- HUB International (Melville, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 1-2 years of relevant experience… more
- Broadridge Financial Solutions (Edgewood, NY)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... and global team in Corporate Actions and Income Processing + Financial Services Wealth Management background preferably + Proven ability to develop and deliver… more
- Broadridge Financial Solutions (Edgewood, NY)
- …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
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. The Director of Product Management is a strategic, results-driven leader responsible for delivering on the vision, ... Director will be responsible for developing and scaling preference and consent management applications to empower clients to manage data privacy, user consent, and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Broadridge Financial Solutions (Edgewood, NY)
- …model that supports our global reach. We're looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings ... transition plan, including detailed timelines, resource allocation, and risk management strategies. + Ensure seamless knowledge transfer and integration of… more
- Broadridge Financial Solutions (Edgewood, NY)
- …a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID ... dynamic environments. + Strategic thinker with excellent communication and stakeholder management . + Experience in fintech, banking, and especially corporate actions… more
- Broadridge Financial Solutions (Edgewood, NY)
- …embed and link media, data & videos, etc.). + Support the department management team with leading cross-org planning and special projects. + Assist and communicate ... of the Global Engineering Transformation efforts. + Support the Resource Management processes through data quality, process re-engineering and governance. + Champion… more
- Broadridge Financial Solutions (Edgewood, NY)
- …well as improving the client experience. The Analyst will also assist Quality Management leadership with the creation of quality, production and financial data. In ... indicators (KPIs) through robust data analysis and present actionable insights to management . + Design and enhance automated reporting solutions to drive reporting… more
- Broadridge Financial Solutions (Edgewood, NY)
- …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 (Edgewood, NY)
- …staff supervision, production, training staff, reporting critical operational information to management , ensuring that required service levels are met or exceeded, ... produce quality work on a timely basis; recommends cost containment initiatives to management to reduce expenses where possible and prudent + Works with … more
- Broadridge Financial Solutions (Edgewood, NY)
- …scripts. Monitors and tracks defects associated with project Provides status reports to management on an on-going basis. Receives a moderate level of guidance and ... and changed or modified code with applicable Broadridge departments (eg product management , development, etc.) as well as other key stakeholders Oversee and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …such as updating compliance trackers, filing documentation, and preparing reports for management review. Qualifications: + 5+ years experience working as an Sr. ... Microsoft Office Suite (Word, Excel, PowerPoint) or similar tools; experience with compliance management software is a bonus. + A proactive attitude and eagerness to… more
- HUB International (Melville, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 1-2 years of relevant experience… more