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Our system has scored these top jobs to be 89% compatible with you!financial advisor Edward Jones - Seattle Dec 16, 2017 - Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned... more » Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada and more than 90 years of serving individual investors. As an Edward Jones Financial Advisor, you will take charge of your career and your income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial goals. Develop and deepen client relationships. Build and manage an Edward Jones branch in your community. What traits and competencies should a Financial Advisor candidate possess? A track record of professional success Relationship-building skills and commitment to establishing long-term clients. Strong desire for performance driven compensation and growing earnings potential. A self-motivated, highly driven and entrepreneurial personality. Desire to work from an office in your community. What can an Edward Jones Financial Advisor expect? Industry-leading training* to help you succeed in your new role. Professional support to pass your Series 7, Series 66 and insurance licensing exams. Financial support during exam study, training and the first three years as you grow your client base. Unlimited earnings potential that includes commissions, bonuses, profit sharing and incentive travel. Company-provided office in your community and a dedicated branch administrator to help manage client services and marketing activities. Ongoing business development training, mentorship and networking opportunities. The ability to provide strategic and personalized insight for your clients with support from a company that shares your integrity. The opportunity to succeed with the flexibility to balance personal and family values. What are the preferred for the Financial Advisor role? College degree Ability to put the client first. Proven track record of success. Strong communication skills. Confident and resilient personality. Ability to listen, understand and give advice. Goal oriented at an individual and team level. In the role of Financial Advisor at Edward Jones, well support you with resources and training to help you perform at your best from day one. Join an organization that is consistently recognized as a great place to work and places on FORTUNE magazine's 2014 FORTUNE 500 list of the largest U.S. companies by revenue. Discover the fulfillment of truly driving your own career in a company that respects your independence and ambition. We value financial services experience If you have past experience as a stockbroker, finance manager, financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker or certified financial planner (CFP), your experience could translate well to the financial advisor job at Edward Jones. We also look for potential candidates who have experience in banking, accounting, real estate, hospitality, investment banking, insurance and sales. If you've held a job as an account manager, territory manager, sales manager, sales director, wholesaler, business development manager, business development coordinator, business development officer, area manager or regional manager, your skills and could be transferable to the financial advisor role Wholesale Account Executive (New Penn Financial) New Penn Financial - Seattle Dec 06, 2017 - Overview Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer... more » Overview Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer service, and extremely competitive rates on a broad offering of mortgage products (including Fannie Mae, Freddie Mac, Ginnie Mae, HUD, FHA, VA, USDA, and our portfolio products). New Penn is licensed in 48 states plus the District of Columbia. Primary Function. The ideal candidate will be an experienced Account Executive that has an existing client base; you will be a part of a dynamic and productive team that focuses on providing the best customer service and product knowledge. Principal Duties. Develop prospective accounts and manage all business opportunities within a defined sales territory. Source new brokers on an ongoing basis and go through approval process. Maintain sales contact and pipeline. Maintain familiarity with regulatory and industry standards and . Develop and manage all business opportunities within a defined sales territory. Source new brokers on an ongoing basis and go through approval process. Maintain sales contact and pipeline. Maintain familiarity with regulatory and industry standards and requirements. Must have the ability to captivate and communicate with various audiences. Must have the product knowledge and understanding of the Wholesale and Correspondent Mortgage Business to provide an exceptional customer experience . Must have previous experience as a successful and high producing Account Executive with an existing client base. Must be proactive and self-starter. Superior communication and interpersonal skills. New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender. Required Experience Salary/Commission financial advisor Confidential - Seattle Dec 15, 2017 - Prepare yourself for a brand new career - one where your success is completely in your hands.Edward Jones is a privately owned... more » Prepare yourself for a brand new career - one where your success is completely in your hands.Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada and more than 90 years of serving individual investors.As an Edward Jones Financial Advisor, you will take charge of your career and your income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions to help clients work toward their long-term financial goalsDevelop and deepen client relationshipsBuild and manage an Edward Jones branch in your community What traits and competencies should a Financial Advisor candidate possess? A track record of professional success Relationship-building skills and commitment to establishing long-term clientsStrong desire for performance driven compensation and growing earnings potentialA self-motivated, highly driven and entrepreneurial personalityDesire to work from an office in your community What can an Edward Jones Financial Advisor expect? Industry-leading training* to help you succeed in your new roleProfessional support to pass your Series 7, Series 66 and insurance licensing examsFinancial support during exam study, training and the first three years as you grow your client baseUnlimited earnings potential that includes commissions, bonuses, profit sharing and incentive travelCompany-provided office in your community and a dedicated branch administrator to help manage client services and marketing activitiesOngoing business development training, mentorship and networking opportunitiesThe ability to provide strategic and personalized insight for your clients with support from a company that shares your integrityThe opportunity to succeed with the flexibility to balance personal and family values What are the preferred for the Financial Advisor role? College degree Ability to put the client firstProven track record of successStrong communication skillsConfident and resilient personalityAbility to listen, understand and give adviceGoal oriented at an individual and team levelIn the role of Financial Advisor at Edward Jones, well support you with resources and training to help you perform at your best from day one. Join an organization that is consistently recognized as a great place to work and places on FORTUNE magazine's 2014 FORTUNE 500 list of the largest U.S.companies by revenue.Discover the fulfillment of truly driving your own career in a company that respects your independence and ambition.We value financial services experience If you have past experience as a stockbroker, finance manager, financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment representative, branch manager, broker or certified financial planner (CFP), your experience could translate well to the financial advisor job at Edward Jones.We also look for potential candidates who have experience in banking, accounting, real estate, hospitality, investment banking, insurance and sales.If you've held a job as an account manager, territory manager, sales manager, sales director, wholesaler, business development manager, business development coordinator, business development officer, area manager or regional manager, your skills and could be transferable to the financial advisor role
Financial Analyst, Kindle Content Finance Amazon - Seattle Dec 12, 2017 - Financial Analyst, Kindle Content Finance All times are in -Pacific Standard Time. Job ID - 586546 Location - US-WA-Seattle Posted Date -... more » Financial Analyst, Kindle Content Finance All times are in -Pacific Standard Time. Job ID - 586546 Location - US-WA-Seattle Posted Date - 10/10/2017 Company - Amazon Corporate LLC Category - Finance & Accounting Recruiting Team - .. Amazon seeks a Financial Analyst to play a key role on the Kindle Content finance team. This is an exciting opportunity to join one of the most innovative businesses at Amazon. This role supports a rapidly expanding global product with a growing Finance team. Our vision for Kindle Content is to have every book, ever written, in any language, all avail ... Chief Financial Officer / CFO (m/f) DRY Soda - Seattle Dec 02, 2017 - DRY Soda Company creates beautifully flavored, lightly sweet sodas, made with just a handful of ingredients. Founded in Seattle in 2005... more » DRY Soda Company creates beautifully flavored, lightly sweet sodas, made with just a handful of ingredients. Founded in Seattle in 2005 by a mother of four, DRY s products honor the real flavors of fruit, flowers, herbs, and spices. With a commitment to simple ingredients, artistry, community, and most of all, flavor, DRY Soda Company is challenging the status quo and showing the world that not all sodas are created equal. DRY s Sparkling Soda line features ten culinary-inspired flavors, sweetened with a touch of cane sugar, available in 12 oz. glass bottles, slim 12 oz. cans, four-packs, and seasonal 750 mL Celebration bottles. DRY Zero Sugar Sodas are USDA Organic and available in four bright and bubbly varieties in 12 oz. cans and 6-packs. DRY Soda Co. s beverages are sold in thousands of stores and restaurants across North America. For more information, visit www.drysoda.com. Primary Roles & This position, reporting to the CEO, is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. CFO will lead the Finance team in managing the company s financial and accounting policies, systems and processes, tax and regulatory requirements, legal matters, HR, IT, insurance, payroll systems, company controls, ongoing financial modeling and the annual business planning process. All efforts support DRY Soda Company s core objectives of maximizing growth & profitability while enabling and accelerating innovation and the company vision. SPECIFIC INCLUDE: Strategy, Vision and Leadership Contribute to the development of the company s strategic goals and objectives Advise on financial planning, budgeting, cash flow, investment priorities, and policy matters Support the development of financial and tax strategies Communicate with capital providers and continuously explore opportunities to improve the capital structure of the company Lead M&A work and identify key attributes that would make future M&A targets attractive and lead due diligence for potential M&A targets Budgeting and Financial Modeling Lead the annual business plan development and budgeting process Generate holistic financial models that consider all elements of the business Provide ongoing financial modeling and analysis expertise Monitor, control, and manage the capital budgeting and spend processes Lead the financial modeling and analysis to support the development of long term strategic initiatives and business plans Management Reporting Ensure financial management reporting tools and processes are in place to support the ongoing and future needs of the business Develop and prepare a monthly Management Reporting Package Provide timely and accurate analysis of budgets, financial trends and forecasts Assist in preparing and facilitating the quarterly Board of Directors meeting Develop regular reporting and analysis, including key metrics reports, and conduct ad hoc financial analysis as required Develop and report performance measures that support the company's strategic direction Cash and Risk Management Oversee the annual insurance renewal process and ensure optimal coverage Ensure appropriate legal review of contracts and solicit external legal advice as required Manage ongoing banking and lender relationships for maximum efficiency Develop cash flow forecasting and maintain a long-term cash forecast Manage the company s legal matters with support from outsourced legal counsel Oversee the External Audit, review and analyze results and recommend for approval the Audited Financial Statements Financial and Accounting Oversee, direct, and organize the work of the accounting departmental functions, such as the AP, AR, Trade Finance, Cost Accounting, and Treasury Lead full accounting cycle w/ support of Accounting Manager Promote a culture of high performance and continuous improvement that values learning and a commitment to results Responsible for establishing and managing an effective, but simple standard costing system that promote reporting accurate gross profit margins Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting Oversee the continuous improvement of Accounting and Financial Processes and the development of the team with the goal to achieve best practices and optimal output Complete annual tax returns with support of outside Accounting firm and process quarterly state & local tax returns as well as annual 1099 creation Human Resources / IT Oversee employee benefit plans, with emphasis on maximizing a cost-effective benefits package Provide direction and oversight to each departmental annual employee performance reviews Oversee employee onboarding process from employee paperwork to new state set-up Process the company semi-monthly payroll & 401(k) deposits Manage Insurance Broker relationships for company benefits and insurance plans Manage the company IT provider relationship including acquisition of new computers and software Knowledge, Skills and Personal Attributes Business or Accounting degree mandatory, a Master s in Business Administration is preferred CPA preferred Minimum 7 years of experience in a senior management role ideally with high-growth CPG organization Proven track record of success facilitating progressive organizational change and development within a growing organization Strong integrated ERP systems knowledge Experience working w/ QuickBooks accounting software Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills Strong mentoring, coaching experience to a team with diverse levels of expertise Entrepreneurial team player who can multitask Superior management skills; ability to influence and engage direct and indirect reports peers Self-reliant, good problem solver, results oriented Energetic, flexible, collaborative, and proactive; a team leader who can positively and productively impact both strategic and tactical finance and administration initiatives BevNET Beverage School is an on-demand, video-based learning tool and online community designed for entrepreneurs and newcomers to the food and beverage industry. Published 6x per year, BevNET Magazine is the leading industry magazine for analysis of trends, innovation, marketing, and product development. The BevNET Podcast is now Taste Radio, the podcast for the beverage, food and beer industries. New episodes every Friday. Chief Financial Officer (m/f) HRnovations - Seattle Nov 01, 2017 - The organization operates within the public education sector. Leadership and Management. Develop and maintain productive relationships... more » The organization operates within the public education sector. Leadership and Management. Develop and maintain productive relationships with the CEO, Board of Directors, and other leadership members in the development and execution of annual and long-term plans. Develop and maintain productive relationships with funders and stakeholders and participate in fund development, ensuring the organization is represented professionally to all concerned parties. Create and manage project work plans and budgets; control expenditures based on annual and project budgets. Supervise external vendors and consultants as appropriate. Finance and Grants Administration. Provide leadership for all aspects of WA Charters financial management, including supporting the CEO in setting organizational priorities and decision-making in all strategic and tactical matters related to budgets and multi-year plans. Oversee the day-to-day management of cash-flow analysis, budgeting, accounting, forecasting, financial reporting, and complex grants reporting. Develop and ensure all accounting records and systems are in compliance with appropriate government regulations, including IRS guidelines for receiving/reporting donations and grants compliance monitoring. Maintain the integrity and ensure accuracy of all financial data; ensure appropriate internal controls and procedures are in place Maintain and monitor business records including contracts and business registrations. Represent the organization to outside auditors, financial institutions, and taxing authorities; draft and file financial statements and Form 990 and other tax returns. Coordinate all audit activities. Prepare and report quarterly and annual financial material and in formation for WA Charters Board of Directors. Coordinate annual report development with other senior management in a timely manner. School Support. Actively cultivate and develop Washington state school financial knowledge to serve as school financial protection expert; build relationships across external stakeholders as needed. In collaboration with funders and third-party stakeholders, work to develop solutions and assistance for local charters in the challenge of securing suitable first year facilities. Serve as a resource/liaison to charter schools to provide advice and support in the area of budgeting, finance, grant management, and operational issues. Train and mentor new charter leaders and boards in the area of finance and operations. Human Resources and Benefits Administration. Salary administration, including development and maintenance of appropriate salary structure. Incentive pay system and administration of same. Health and welfare benefits contracts and administration. Retirement plan administration and compliance activities, including Form 550. Oversee system-wide human resource functions. Legal Affairs. Coordinate matters with legal counsel as appropriate, including contracts, intellectual property, grant agreements, and corporate documents. Responsible for corporate governance policies and related documents. Develop, implement, and monitor management information systems, policy, and controls to ensure data accuracy, security, and legal and regulatory compliance. Motivated, energetic leader with a passion for advancing educational excellence and equity . At least four years of senior management experience within finance or operational leadership Experience either as an employee or board member of a nonprofit organization; familiarity with nonprofit finance and accounting regulations is preferred. School start-up or charter school experience preferred. Highly organized and detail oriented. A track record of working toward a set of goals and metrics - and meeting them. Demonstrated ability to bring together cross-functional teams to accomplish common goals. Excellent customer service orientation and high degree of professionalism with a range of stakeholders. Ability to communicate effectively with and build consensus among people of varied backgrounds and experiences. Mastery of managing competing demands and quickly determining top priorities within a large-scale project. Ability to create, adjust, and implement strategic work plans. Strong writing, presentation, and facilitation skills, with an eye for detail. Willingness to share own ideas amongst staff, stakeholders, and board members. Master s in Business Administration or related field preferred, or equivalent experience; minimum of a Bachelor s degree. CPA desirable Financial Solutions Advisor - Westwood Financial Center REQUIRED Series 7 and 66 (63/65 in lieu of 66) Seattle, WA Bank of America - Seattle Dec 14, 2017 - * * * Description** The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment... more » * * * Description** The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a book of business. Walk-in customers will be directed to the FSA who will provide end to end comprehensive advice and customized solutions to help customers achieve their financial goals. Customer reviews/presentations will include a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions. The FSA will transact point of fulfillment investment and banking business for clients with less than $250k in investable assets. In addition, the FSA will engage in daily relationship calling to pre-selected Bank of America or Merrill Edge customers inviting them into the Financial Center for a customer review. The FSA should have experience in investment, banking and lending products to bridge banking and brokerage solutions. The FSA will build and maintain effective partnerships with internal business partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer Banking Services (CBS) and Merrill Edge Advisory Center (MEAC). The FSA will directly report to a Regional Sales Manager on the Preferred Banking & Investments team and work closely with specialist partners to drive referrals. **Primary * + Assess customer goals by conducting financial opportunity sessions with new or existing banking clients. + Leverage business knowledge to determine prudent and appropriate strategy to meet client s needs by recommending financial solutions for Mass Affluent clients. + Build strategic partnership with Financial Center as a valued team member. Refer clients with an investment need and more than $250K in investable assets to a local Merrill Lynch Wealth Advisory Complex or US Trust office. Refer to other appropriate business channel(s) (i.e. Small Business, Home Loans) as needed + Demonstrate strong awareness of enterprise-wide opportunities to serve our customers. + Pro-actively build relationships with potential and existing clients to meet business objectives. + Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction. **_Enterprise Role Overview_** _FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP preferred. 4 year business degree preferred. One+ years experience in business development and investments training._ **_This may be subject to SAFE Act registration requirements._** _Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination._ **Required Skills & Experience:** " **MUST** " have these skills to be minimally qualified. + Three + years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services. + One+ years experience in business development and investments training. + Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. + Knowledge of banking (credit and deposit) products and services desired. + Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles. + Series 7 required. This role also requires series 66 (63 & 65 in lieu of 66). If you do not currently hold the 66 but have either a 63 or 65 an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. + Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others. + Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. + Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations. + A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs. + Ability to handle ambiguity and adapt to changing circumstances. + An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client. + Excellent time management and organizational skills. **Preferred Skills & Experience:** + Four year degree desired, preferably in business related field. + Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. + Insurance licenses desired **Posting Date** : 12/13/2017 **Location** : Seattle, WA, WESTWOOD BC, 2600 Sw Barton St, - United States **Travel** : Yes, 20% of the time **Full / Part-time** : Full time **Hours Per Week** : 40 **Shift** : 1st shift **Weekly Schedule** : Monday-Friday open to close of banking center + some Saturdays **Assistance for Applicants with Disabilities** Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at ankofamerica.com/us/applicants-with-disabilities . **Diversity & Inclusion** At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. **Frequently Asked Questions** Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at ankofamerica.com/us/faq section for answers to these questions and more. Financial Professional for Insurance and Investment Services New York Life - Seattle Nov 19, 2017 - What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You ll find all that and more as a... more » What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn t for everyone, but the best Agents and Managers in our company will tell you there s nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That s one reason our company is a great place to build your career. Join us. If you're looking for a career where you can grow your own business and make a difference in your community, then let s talk. We're looking for motivated self-starters who want: Comprehensive and ongoing professional training and development. State-of-the-art marketing and sales solutions. A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients. A clearly defined career path, including opportunities in Management for qualified individuals. Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential. Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities,2 long-term care insurance, and other products for insurance and retirement planning needs. You'll also: Develop and implement business and marketing plans. Prospect for potential clients. Discuss financial concerns and needs of individuals. Present potential solutions using our suite of products and services. Develop your professional skills and knowledge. About Us. Our promise? To work with you to build a strong financial future. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we ve been doing just that making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence. We re a lot like the clients we serve. Each of us is working hard to meet life s and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We ve been there, and we ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 170 years, we ve kept every promise we ve made to our customers. That s simply a fact. We invite you to explore the depth of that commitment. EOE M/F/D/V/SO 1638741(Exp. 1/24/2019). 1Certain eligibility apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 2Issued by New York Life Insurance and Annuity Corporation or New York Life Insurance Company (NYLIAC), a Delaware Corporation.