5 financial planning and design coordinator with life insurance product expertise jobs found in New York

LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees....

Position Title Director of Wholesale Compliance Location New York, NY 10018 Job Summary The Director of Wholesale Compliance oversees and supports compliance with the legal and regulatory requirements applicable to the wholesale banking operations, including commercial lending, commercial banking, and private banking business lines. This role actively engages with bank personnel to facilitate adherence to banking requirements, regulatory expectations, and internal policies pertaining to wholesale credit products and services. The Director serves as a key compliance partner to wholesale banking leadership, ensuring robust compliance controls and risk mitigation across all wholesale banking activities. Job Responsibilities: JOB RESPONSIBILITIES Advises wholesale banking executive management on critical compliance issues pertaining to commercial lending, commercial banking, and private banking; proactively participates on or leads select compliance and governance...

Guided by our company Purpose of “Inspiring well-being for our colleagues, consumers, and communities”, we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions.  Aligned to “what” we deliver, our goals and “how” we deliver, our values and behaviors demonstrated in delivering against our goals.  We do this through leveraging a series of core capabilities, which include interpersonal effectiveness, ability to demonstrate business savvy, subject matter expertise in your practice area, and leading people and teams, where applicable.  Our colleagues, and the candidates we hire are key to the continuing success of our department. In this role you will primarily provide leadership and legal advice to Guardian’s Financial Protection and Retirement Solutions business (individual Life, disability, and annuity products) with a focus on retirement and income businesses (primarily...

Position Title Business Technology Lead   Location New York, NY 10018   Job Summary Serves as a senior technical lead for assigned line of business applications within the product operating model framework. Provides broad technical expertise across solution architecture, application design, development oversight, and platform pattern alignment. Partners with the Business Architect, Product Security Lead, Platform teams, SRE, and Business Unit Risk Manager (BURM) to deliver secure, scalable, and reliable technology solutions. This position is responsible for technical requirements definition, solution and application architecture design, technical design documentation, API specifications, database design, and ensuring adherence to enterprise technology standards. Leads technical aspects of Technology Review Board gate reviews, drives development methodology and technical debt management, and serves as the primary technical escalation point for the product delivery team for...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Title: Associate, Business Development   Location: Hybrid in New York City About Howden Private Capital Howden Private Capital (HPC) is a specialty broking group built around the needs of sophisticated investors and dealmakers. We work across the full transaction lifecycle, from...