10 account manager jobs found

Ameriprise Financial Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst. The position is accountable for performing daily activities to coordinate institutional client-facing processes such as onboarding and termination events. Gather data from multiple sources and across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final deliverable, such as a successfully onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions. Key Responsibilities Accountabilities include: Perform assigned daily and periodic processes in accordance with established procedures, practices, and policies. Gather, review, and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks. Accountable for...

MIO Partners MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey's retirement plan and partners and offers independent, high-quality financial advice to McKinsey's partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments. MIO is a values-based organization that is strongly aligned with our investors' interests. MIO measures success as performance relative to a market-based benchmark. MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Senior Associate, GMAD Actuarial Location: Hybrid - 3 days On Site; White Plains, NY or NYC Home Office Key Objective: New York Life is seeking a capable Associate to join the GMAD Actuarial Valuation team. This role supports valuation activities for Life, Disability, and Accident & Health products, with a focus on data validation, model execution, and report preparation. The Senior Associate works closely with senior actuaries, Account Management, Finance, and other actuarial teams to ensure timely and accurate statutory and management reporting. Location of role can either be: 1) White Plains, NY ORNew York, NY Major Responsibilities: Valuation & Financial Reporting * Assist with quarterly and annual statutory and management valuation processes for Life, Disability, and A&H business lines. * Support data collection, validation, and reconciliation from third-party...

ABOUT THE CAMPAIGN FINANCE BOARD   The Campaign Finance Board is a nonpartisan, independent city agency that empowers New Yorkers to have a greater impact on their elections. Our mission is to make local democracy more open, transparent, and equitable by removing barriers to participation. We make it easier for New Yorkers to vote, meaningfully support candidates for city office, and run for office themselves. NYC Votes, our voter engagement initiative, meets people where they are to share trustworthy election information and help New Yorkers mak e a plan to vote. We publish the citywide Voter Guide, which delivers information about candidates directly to voters’ doors. Our public matching funds program ensures small contributions can make a big difference, allowing regular people to run for office by relying on the support of other regular people, not just wealthy donors and special interests. And we lift the veil on how candidates raise and spend money, increasing...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. 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. To learn more, please visit: https://www.NFP.com. This opportunity is for our Alterity Group, a wholly-owned subsidiary of NFP, an Aon Company. Alterity is a leading consulting firm that offers advisory services designed to meet the unique needs of private equity firms, employer groups, HR outsourcing organizations (PEO and ASO), and brokers. We help clients navigate the constantly evolving landscape of employee benefits and insurance. Job Summary: The Consultant position performs all facets of consulting work, including management of clients,...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. 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. To learn more, please visit: https://www.NFP.com. This opportunity is for our Alterity Group, a wholly-owned subsidiary of NFP, an Aon Company. Alterity is a leading consulting firm that offers advisory services designed to meet the unique needs of private equity firms, employer groups, HR outsourcing organizations (PEO and ASO), and brokers. We help clients navigate the constantly evolving landscape of employee benefits and insurance. Job Summary: The Consultant position performs all facets of consulting work, including management of clients,...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. 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. To learn more, please visit: https://www.NFP.com. This opportunity is for our Alterity Group, a wholly-owned subsidiary of NFP, an Aon Company. Alterity is a leading consulting firm that offers advisory services designed to meet the unique needs of private equity firms, employer groups, HR outsourcing organizations (PEO and ASO), and brokers. We help clients navigate the constantly evolving landscape of employee benefits and insurance. Job Summary: The Consultant position performs all facets of consulting work, including management of clients,...

NFP Who We Are: NFP, an Aon company, is a multiple 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. We are an organization of consultative advisors and problem solvers. 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. To learn more, please visit: https://www.NFP.com . The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their supervisor. This role may require the employee to...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loss Mitigation Underwriter is responsible for evaluating and underwriting loss mitigation applications, analyzing financial information and supporting documentation according to investor guidelines and National Servicing Standards to determine the best course of action for delinquent mortgage accounts. This role requires analyzing borrower financial information, assessing risk, and making informed decisions using investor waterfalls and guidelines to mitigate potential losses. The ideal candidate will possess strong analytical skills, a thorough understanding of mortgage underwriting, and the ability...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week The Vice President, Head of Financial Risk Management will lead New York Life's oversight of Credit Risk , Market Risk , and Liquidity Risk across all asset classes-including public credit, private placements, structured securities, real estate, and alternatives . This individual will manage a team of experienced risk professionals and quantitative analysts responsible for driving a forward-looking view of enterprise financial risk and its implications for business performance and strategic growth. This role is accountable for developing and maintaining frameworks and processes for financial risk oversight, stress testing, capital charges, and reinsurance risk. It also serves as a key bridge between financial risk analytics and strategic business decision-making , including deal evaluation, capital deployment, and portfolio optimization. The ideal candidate will combine strong...