... . May occasionally seek assistance from a senior level Account Executive or manager on more complex ... lines of business. What is a Must Have? 2 years of Account Executive/ underwriting ...

... institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser ... SEC regulations and practices. Extensive knowledge of broker dealer financial, compliance and ...

... assigned product lines, renewals and add-on sales to ensure retention, profitability and growth of existing business. Manage relationships at senior levels with clients, consultants and brokers/producers by creating ...