- KeyBank (Tarrytown, NY)
- …- Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and...(attorneys, accountants, etc.) to deliver advice. **Growth- Book of Business ** + Works closely with the Family Wealth team… more
- SAP (New York, NY)
- …(ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent ... a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to join our innovative… more
- TIAA (Albany, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective...+ Working in a team environment, grows book of business through identifying value-add products and services for clients… more
- Travelers Insurance Company (Albany, NY)
- …- $67,900.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... agency. In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls...This role is not responsible for cold calls or lead generation. + Successfully obtain and maintain Property &… more
- TIAA (New York, NY)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... of business to develop new business and maintain...presentations at PBB branch offices and client locations. * Lead discussions about all aspects of Wealth Management Services… more
- KeyBank (Brewster, NY)
- …base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of ... Brewster, New York 10509 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client...the Bank (closed and accepted) by working book of business , lead lists, and closing on received… more
- Santander US (Brooklyn, NY)
- Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making… more
- Oracle (Albany, NY)
- …these critical areas. There will be a need to demonstrate strong technical and business inputs to prioritize the most important work that will see through Oracle's ... roles. Previously a Principal Engineer, Database Architect, Data Platform Lead , or Engineering Manager for data-heavy systems. Experience in cloud-native… more
- Google (New York, NY)
- Senior Cybersecurity Advisor , Public Sector _corporate_fare_ Google _place_ New York, NY, USA **Mid** Experience driving progress, solving problems, and mentoring ... analysis, threat hunting, and malware triage. You may also test client networks, applications and devices by emulating the latest techniques to help them defend… more