- Equitable (Melville, NY)
- Wealth Management Associate - NY, New York (5042) ( 230000IS ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...90 days as a Preliminary Employment Program ("PEP") Prospective Associate , you will be eligible for medical insurance through… more
- 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 (5045) ( 230000KI ) **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 (Stamford, CT)
- Wealth Management Client Associate Stamford, 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
- Morgan Stanley (Jericho, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** *New ... exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions… more
- AON (Norwalk, CT)
- …consultants dive into global financial firms, asset managers, insurers, banks and wealth management companies to analyze and extract actionable data related ... US Human Capital Solutions Rewards Associate Consultant - Hybrid Norwalk, CT Intellectually curious...into global financial firms, asset managers, insurers, banks and wealth management companies to analyze and extract… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. In this role, the Associate will be responsible for the daily processing of shareholder and DTC presentations ... related to various transfer agent activities. The Associate will be responsible for reviewing all paperwork associated...to ensure accurate and timely responses; and Have time management and data entry skills. Hourly rate: $26 -… more
- HUB International (Melville, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 5-7 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 ... global team in client reporting. + Tax Reporting experience + Financial Services Wealth Management background preferably + Proven ability to develop and deliver… more
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. Sr. Director, Category Management - Print Production will have responsibility for management of key ... strategic projects and all related Strategic Sourcing and Category Management activities for all Print Production and Logistics spend categories. Using a… 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)
- …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
- Stanley Black and Decker (Deer Park, NY)
- …+ Manage administrative aspects and timely reporting for all territory management areas, including Expense Management (travel and samples), paperwork, ... In fact, you embrace it. You also have: + Bachelors/ associate degree in a related field, or 5+ years...Salesforce.com or other CRM is preferred. + Demonstrated time management skills, ability to set priorities is required. +… 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 ... influence without direct authority in matrixed organizations. + Proficiency with product management tools such as Aha or Jira (preferred). + Exceptional analytical… 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
- HUB International (Huntington, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 ... part due to our industry leading success in mergers and acquisitions. Brady Risk Management , a Boutique Risk Management Firm and a HUB International Company… more
- Broadridge Financial Solutions (Edgewood, NY)
- …a Senior Professional Scrum Master with extensive experience in program management , advanced Jira analytics, and reporting to lead multiple workstreams across ... approach to managing multiple workstreams and complex deliverables. + Program Management & Leadership: + Lead multiple cross-functional teams (Scrum teams,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and Logistics who will lead key strategic sourcing projects and oversee category management activities for Print Production and Logistics spend categories . In this ... key business units to embed formal, fact-based Strategic Sourcing and Category Management processes . + Lead sourcing initiatives across all phases (pre- sourcing… 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)
- …emerging technologies and business needs. + Collaborate with project management teams to integrate architectural methodologies into project workflows. Compliance ... & Risk Management : + Ensure that all architectural practices comply with...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more