36 insurance jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Summary: Reporting to the Controller, the Payroll Services Coordinator is responsible for the management of the Harvard Library (HL) biweekly and weekly payroll. Working with the Controller and HL Human Resources, the incumbent serves as a payroll expert at HL.They will also communicate procedure and policy to all HL managers and staff and ensure that payroll documentation and processes comply with University Internal Controls under the Hire-to-Pay Controls matrix issued by the University Controller’s office.  Job-Specific Responsibilities: Acts as primary payroll customer service contact to HL. Serves as payroll expert for library and others on library payroll team. Serves as backup to other payroll team members, including FAS Libraries payroll. Acts as an interface with University Financial Services team (policy, practice, best practices).  Communicates payroll deadlines and deliverables, including special timelines leading up to holidays, etc. Process...

Location: 1301 5th Avenue, Seattle Washington Job Summary The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the Key Private Bank (KPB) relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Essential Functions Leads the delivery of fiduciary advice as part of client servicing and execution of client experience. Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries....

We are a high performing team that is focused on winning together and building our growing Business Services franchise. We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients.  As an Associate in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets. You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients. Job Responsibilities: Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions,...

Location: 401 Plymouth Road, Plymouth Meeting Pennsylvania Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client...

Job Summary: Independently perform complex financial administration including budget development, financial analysis, and consultation. Provide recommendations for the use of financial resources. The Department of Stem Cell and Regenerative Biology (HSCRB) is seeking an Accounting and Business Operations (ABO) Manager to support and lead in critical department financial and business operations. In addition to advanced skills and knowledge of financial and business policies, best practices, and platforms, the ideal ABO Manager will have a strong commitment to service leadership, to team and community building, and to providing best possible customer service. Working with ABO team members, other HSCRB staff, and administrative peers across campus, the ABO Manager is key to achieving department goal of improving human health. The ABO Manger position is an excellent opportunity for someone looking grow their technical and leadership skills, mentor a team to success, and support...

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the direction of the Payment Control Supervisor, the Investor Accounting Specialist is responsible for the timely and accurate processing of borrower payments, including those received in-house and those rejected by the external lockbox facility. The role also includes handling a variety of financial transactions such as advances, disbursements, payoffs, write-offs, and reconciliations. This position requires proactive communication with internal and external clients and adherence to internal and investor policies and procedures to ensure accurate reporting and remittance. Essential Functions Identify and process borrower payments as directed by servicing standards and agreements Research, identify, deposit, and process live checks sent directly to the Overland Park office Process payments rejected by the external lockbox facility Handle payment reversals, NSF checks, stop payments, voids, and...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and advisory services to High Net Worth clients and their beneficiaries. While serving on the KPB Wealth Services or Specialty Teams and within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

As an Associate with the Mid-Cap Financial Sponsors Group, you will play a key role in supporting senior team members, building strong client relationships, and contributing to the execution of transactions for private equity firms and their portfolio companies. Job Responsibilities Partner with senior members of the Mid-Cap Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies Support client meetings and drafting sessions; assist in analyzing business plans and participating in due diligence sessions Examine the strategic and financial merits of proposed transactions for marketing and business development purposes Play an active role in the execution of mandated deals, including client advisory work, structuring and negotiation of legal documents, and coordination of distribution Prepare presentations to sponsor clients to support business...

Are you ready to make an impact in the world of financial and regulatory reporting? We are looking for a detail-oriented and driven professional to join our team, where you will play a key role in the production, review, and filing of critical reports for regulatory agencies.   As an Analyst in the Financial Reporting team, you will handle the oversight of financial statements and management reporting, ensuring a sound control environment. You will apply your accounting knowledge to ensure compliance with corporate and regulatory requirements, coordinate the preparation of regulatory requirements, and validate balance sheet items. This role provides an opportunity to consolidate, review, and analyze financial data, communicate financial information to various business lines, and participate in the production and filing of reports for regulatory agencies. Job responsibilities Apply up-to-date product,industry,market knowledge in specialty areas of financial reporting...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 127 Public Square, Cleveland Ohio Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts are responsible for financial modeling, industry research, and the preparation of client materials. This role offers a dynamic and fast-paced environment with significant exposure to senior bankers, clients, and live transactions. Essential Functions Build and maintain detailed financial models to support valuation and transaction analysis. Conduct company and industry research to support business development and deal execution. Assist in the preparation of pitch books, confidential information memoranda, management presentations, and other client deliverables. Analyze financial...

Reddit is a community of communities. It’s built on shared interests, passion, and trust, and is home to the most open and authentic conversations on the internet. Every day, Reddit users submit, vote, and comment on the topics they care most about. With 100,000+ active communities and approximately 121 million daily active unique visitors, Reddit is one of the internet’s largest sources of information. For more information, visit www.redditinc.com . Reddit is looking for a strategic and experienced Sr Payroll Manager who can fully manage and evolve payroll for our rapidly growing, global company. This role will report to the Director, Payroll & Equity Programs and will collaborate with cross-functional partners. As a subject matter expert with a proven leadership record, the Sr Global Payroll Manager is expected to drive new payroll initiatives, including system integrations and leveraging cutting-edge automation and AI tools to scale payroll processes...

Job Summary: Reporting to the Associate Director of Financial Operations, the Accounting Assistant supports the centralization and processing of accounts payable for the Harvard Radcliffe Institute. Working as part of the Finance team, this position is primarily responsible for accurate and timely invoice processing and payments to vendors and individuals (including honoraria and independent contractors).  The Accounting Assistant will work extensively within institutional financial systems to ensure that transactions are properly coded, fully documented, and compliant with University and Institute policies. As invoice processing is centralized into the Finance Office, this role will handle a significant volume of routine, time-sensitive transactions and will be cross-trained to assist with other financial processing functions as needed. Job-Specific Responsibilities: Accounts Payable and Invoice Processing: Processes a high volume of vendor invoices, honoraria,...

Responsible for the strategic direction of accounting, budgeting and control activities within a school or unit. Enhance the control environment by establishing and monitoring effective processes and systems. The Associate Director of Accounting reports to and backs up the Controller, serving as a key member of the CSFA team. This role leads and coordinates with university partners including but not limited to, Harvard University Housing & Real Estate, the Office of the General Counsel, Office of the Controller, CS Financial Planning & Analysis, Tax office, and Information Technology to address complex accounting issues and align stakeholders. The Associate Director oversees internal controls, tax matters, and compliance with GAAP, University and CS policies, and all relevant regulations, while driving process efficiency through technology and automation. The role requires strong leadership, independent judgment, advanced technical accounting and accounting system skills,...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...