sales - Liberty Bell Capital - New York

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• Zurich Insurance Company Ltd.

  

  VP Senior Underwriting Manager - E&S Property

  hace 3 días

  New York

  Zurich E&S is currently looking for a VP, Senior Underwriting Manager for our E&S Property team. This position will be responsible for developing, coaching, and managing a high-performing regional team of Property underwriting staff. Additional responsibilities include managing regional performance, including new business production, policy count retention, rate/tiering execution, and portfolio management actions relative to plan; managing regional wholesale broker relationships; managing underwriter referrals; and maintaining a small production portfolio to stay attuned with regional market changes and desk-level challenges. The VP, Senior Underwriting Manager will be expected to travel as necessary to support the needs of the team and to cultivate key broker relationships within the specified regions (25%). The position is a critical role in driving a diversified, dynamic and engaging team culture. This position also requires strong technical acumen in underwriting property risks in the E&S segment, experience in overseeing and developing underwriting talent, the ability to manage complex processes, strong wholesale producer engagement and sales skills and a demonstrated ability of profitable portfolio management. This position will be based out of one of the following office locations: Atlanta, Chicago or New York. You will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. VP Level Required Qualifications: • Experience in E&S Property, • 2 or more years of people management experience Preferred Qualifications: • Bachelor’s Degree, • Strong underwriting acumen and expertise in the E&S Property space, • Wholesale broker relationships, • Strong planning and execution experience, • Strong team building and organizational skills, • CPCU, • Excellent communication skills, • Excellent skills in relationship building, • Strong presentation skills, • Strong knowledge of forms language and coverage intent, • Results oriented Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $200,000.00 - $285,000.00, with Global Specialty Incentive Plan bonus eligibility set at 50%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Atlanta, AM - Chicago Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-EXECUTIVE #LI-HYBRID

• Zurich Insurance Company Ltd.

  

  Underwriting Specialist or Executive Underwriter - Excess Casualty

  hace 6 días

  New York

  Zurich is currently looking to hire an experienced Underwriting Specialist or Executive Underwriter – Excess Casualty to join our growing Construction team in our New York, NY, Boston, MA or Philadelphia, PA office!. While we are open to our New York, NY, Boston, MA or Philadelphia, PA office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. The ideal candidate with have a background in Excess Casualty and/or Construction. What you can expect in a Market Facing Underwriting position at Zurich: • You will develop and maintain relationships with broker partners and customers in the Construction industry in support of business objectives, • You will leverage your casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business, • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry, • You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory In this role you will be responsible for: • Underwriting and pricing a solid renewal book., • Identifying and analyzing new growth opportunities., • Ensuring that accounts are qualified, meet with the organization's appetite and are balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Overseeing negotiations of Terms & Conditions and closing deals., • Ensuring cross-sell within areas of responsibility to increase product density with the Zurich customer. This role will be filled at either an Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. Underwriting Specialist – Excess Casualty Basic Qualifications: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter – Excess Casualty Basic Requirements: • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Philadelphia, AM - Boston Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID

• Zurich Insurance Company Ltd.

  

  Executive Underwriter OR AVP Underwriting Director - E&S Primary Casualty

  hace 3 días

  New York

  Zurich is currently looking to hire an experienced E&S Primary Casualty Underwriter to join our E&S Primary Casualty team in New York City or Rocky Hill, CT. While this position will be based out of one of these locations, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. Zurich E&S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&S as measured by gross written premium, profitability, and employee satisfaction! This role will be filled at either an Executive Underwriter or AVP Underwriting Director level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. What you can expect in an E&S Primary Casualty Underwriting position at Zurich: • You will develop and maintain relationships with broker partners and customers across all industries in support of business objectives, • You will leverage your casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business, • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry, • You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory Our E&S Primary Casualty Underwriter is responsible for: • Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs, • Using a disciplined approach to exposure evaluation, risk assessment and pricing, • Using risk insights, data and models to drive informed decisions at point of sale, • Market facing and production within the growing Zurich E&S Casualty division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Working within broad limits and authorities on highly complex assignments, • Coaching, developing and empowering junior team members. Executive Underwriter Required Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area OR AVP, Underwriting Director Required Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s Degree or equivalent years of E&S Commercial insurance industry experience, • Technical knowledge of Primary Casualty Underwriting with E&S, • Established wholesale broker relationships (E&S brokers), • Creative problem-solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $100,000.00 - $215,000.00. The proposed Salary range for the Executive Underwriter is $100,000.00 - $165,000.00 with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed Salary range for the AVP Underwriting Director is $130,000.00 - $215,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Rocky Hill Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-DIRECTOR #LI-HYBRID

• Data Annotation

  

  Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)

  hace 18 días

  New York

  DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• Data Annotation

  

  Remote Real Estate Financial Analyst - AI Trainer ($50-$60 per hour)

  hace 18 días

  New York

  DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• BNY

  

  Senior Vice President, Accounting

  hace 3 meses

  New York

  At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We are seeking to add a senior member to Capital Markets Broker Dealer Finance team, specifically SVP in Broker- Dealer Regulatory Reporting with series 27 license. The candidate will be part of an 8 person Capital Markets Broker-Dealer Finance team with a leadership role in monitoring regulatory capital calculations and meeting all broker-dealer regulatory filing requirements (3 directs). Broker-dealer has approx $10 billion balance sheet, with predominately US fixed income trading and underwriting activities. This role is located in New York, NY, with required minimum 4 days a week in the office. In this role, you’ll make an impact in the following ways: • Responsible for oversight of preparation of daily net capital requirements reports and weekly customer reserve reporting for a full-service securities trading broker dealer (15c3-1 and 15c3-3 reports), • Responsible for the oversight and preparation of the monthly and quarterly FOCUS Report 15c3-1, and other regulatory filing requirements, • Review and Preparation of the FOCUS supplemental regulatory reports., • Review and Preparation of operational charges and securities haircuts., • Review and Preparation of the daily 4210 capital charge, • Review and Preparation of the SIPC Report, • Work in tandem with Capital Markets Finance Director in the performance and management of the financial close process and issuance of audited financial statements. Activities may include:, • Liaising with external auditors in support of regulatory filings and issuance of audited financial statements, • Addressing external regulatory data requests, • Review and approval of journal entries and/or reconciliations completed by less experienced professionals, • Ensuring general ledger accounts are properly reconciled to source systems, including maintenance of strong accounting and regulatory reporting control environments, • Key member of Capital Markets broker-dealer finance leadership team responsible for assisting in implementation of new products, and implementation of enhancements to new/existing technologies To be successful in this role, we’re seeking the following: • 10-15 yrs experience in broker-dealer dealer regulatory reporting., • CPA, or finance professional with strong knowledge of US GAAP accounting rules and finance concepts, • Successful candidate should have series 27 license and be able to grow into role of lead FINOP of Broker-dealer, • Strong presentation skills and ability to lead monthly management review of focus filing, • Strong knowledge of excel and willingness to embrace new technologies At BNY, our culture speaks for itself, check out the latest BNY news at: Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $196,250 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

• Data Annotation

  

  Remote Financial Analyst - AI Trainer ($50-$60 per hour)

  hace 18 días

  New York

  DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

• Primerica Financial

  

  Entry Level Remote Financial Services Rep

  hace 21 horas

  New York

  Are you looking for a flexible, remote opportunity where you can grow personally and professionally? We are currently expanding our team and seeking motivated individuals who are ready to learn and build a rewarding career in the financial services industry. Position Overview: As a Financial Services Representative, you will help families understand their financial options and provide solutions such as life insurance, investments, and debt management strategies. No prior experience is required—we provide full training and licensing support.