Banking & Finance

Our client is currently seeking an Analyst, Financial Modeling to join their team. This is a full-time, permanent position. Responsibilities Include: Develop, maintain, update, and report financial models results, including life cycle cost models and discounted cash flow models, for assessing project bid strategy, strategic planning, and equity investments. Collaborate with marketing and sales teams to engage customers and identify their product needs, as well as assess areas of opportunity for sales and services. Support synthesizing models and market material to clarify market needs and customer requirement/developments for strategies.  Obtain data, organize content, and assist with presentation material preparation as [...]

Our client is currently seeking a Managing Director who will assist with the company growth and development. This is a full-time, permanent position. Responsibilities Include: Handle interviewing, hiring, training and retaining of financial representatives. Oversee representative activity and assist with field work to evaluate practices. Provide support to identify target markets and adjust marketing as needed. Manage and log weekly documentation to provide information and statistics to agents. Qualifications: Bachelor’s degree in Finance. NYS Life Accident and Health License is required. FINRA Licensing 6,7, & 24. 3+ years of insurance sales and management experience is required. Must have strong written [...]

Our client is currently seeking a Managing Director – Financial Industry who will assist with the company growth and development. This is a full-time, permanent position. Responsibilities Include: Handle interviewing, hiring, training and retaining of financial representatives. Oversee representative activity and assist with field work to evaluate practices. Provide support to identify target markets and adjust marketing as needed. Manage and log weekly documentation to provide information and statistics to agents. Qualifications: Bachelor’s degree in Finance. NYS Life Accident and Health License is required. FINRA Licensing 6,7, & 24. 3+ years of insurance sales and management experience is required. Must [...]