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Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.
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Demonstrates extensive knowledge and/or a record of success in the understanding of current issues key executives contemplate within the banking & capital markets, insurance, and asset & wealth management sectors, including how all 3 Lines of Defense can play a role within the organization to address the risks.
$232,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As the Mercer Wealth Investment Information Architect, you will lead the development of best practices for building solutions that promote effective data management. Proven experience in architecting and implementing Business Intelligence and Data repository platforms, Master Data Management, and data integration solutions.
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We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. While in this role, the AVP, Client Services Manager should liaise between the Producers and Account Management team to ensure a seamless renewal process for clients, assist the Producers in bringing in and marketing new business, and effectively deliver the resources of NFP to our clients.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We’re looking for an experienced Business Systems Analyst (BSA) to join the Wealth and Distribution Technology Team. In this position, you will support key initiatives impacting our wealth management business including providing consultation and analysis to business stakeholders on requirements for new and existing reporting packages and dashboards, and also defining the translation of domain data models into subject area views that tie into the data governance model.
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We are looking for a Portfolio Specialist to join our dynamic, high-energy Credit Review team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses.
$183,700 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Position Summary: The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Covala Group is a subsidiary of NFP. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Duties: Support the management and operation of wealth solutions ALM and model validation for both current and new initiatives. Experience must include: Working with finance, reinsurance, life insurance, experience analysis, and/or risk management; Working with Tableau, Visual Basic, Python, and SQL; Statistical analysis, data analysis, data science, and model validation; and Data reporting and visualization.
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Financial Representative | Financial Advisor | Wealth Management Advisor. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
$250,000 a yearExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
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Keywords: sales, business development, sales development, fundraising, account management, staffing, recruiter, business administration, accounting, client, client services, customer success. You will manage all facets of sales process, from initial prospecting to account management, through phone, email, and face-to-face and video meetings.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Experience in the wealth management and/or fintech industry with demonstrable knowledge of industry trends and best practices. Empower's Personal Wealth segment ("EPW") is a rapidly growing business, leveraging Empower's financial planning expertise and technology to deliver advice, professionally managed accounts, as well as financial wellness and planning across Empower's Workplace and Wealth Management business.
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Business development: Focuses on landing and expanding to increase our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts. Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates.
$217,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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wealth management jobs in Bloomfield, CT
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