• Commercial Credit Lead

    M&T Bank (Tarrytown, NY)
    …risk for commercial clients at M&T Bank. This individual contributor client facing position involves analyzing financial statement, structuring credit solutions, ... Commercial Credit Lead manages a transaction team and collaborates closely with relationship managers (RM), risk officers, and other stakeholders to facilitate sound… more
    M&T Bank (07/24/25)
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  • Associate Director, US Offshore Sales

    Janus Henderson Investors (New York, NY)
    …the JHI proposition in a coherent and persuasive manner to the target client base, increasing brand awareness, sales and profitability across the region. + Take ... a pro-active approach to relationship building, with local and global institutions, in the...in US Offshore, build the JHI brand through direct client calling, appropriate marketing and face to face meetings… more
    Janus Henderson Investors (07/18/25)
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  • Universal Banker

    Berkshire Bank (Latham, NY)
    …Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and ... a positive and collaborative work environment. + Excel at client service skills at all times to promote a...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
    Berkshire Bank (10/04/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Syracuse, NY)
    …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
    Bank of America (10/03/25)
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  • Sales Executive - Enterprise Informatics,…

    Philips (Latham, NY)
    …17, 19, 20, 21, 22, and 23. **Your role:** + Research the client 's operating model, business challenges, critical metrics, issues, goals, and growth strategy. ... Develop a complementary Philips strategy designed to support the client 's success. + Articulate the Philips vision across continuum of care with emphasis on… more
    Philips (09/18/25)
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  • Senior Commercial Lines Account Manager

    Arrow Financial Corporation (South Glens Falls, NY)
    …Business Opportunities About this position: Responsible for servicing, marketing, selling and client retention of a dedicated book of existing business. Focus is on ... sales/cross selling as needed. This position will also be client facing as needed, networking with prospective clients to...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
    Arrow Financial Corporation (09/18/25)
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  • Senior Investment/Portfolio Analyst

    Raymond James Financial, Inc. (Locust Valley, NY)
    …analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides ... or provide facts or information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion of lead… more
    Raymond James Financial, Inc. (09/13/25)
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  • Spatial Data Manager

    Cushman & Wakefield (Albany, NY)
    …Data Manager (SDM) will be responsible for day-to-day functionality of the client 's Space Management tool including data integrity of CAD floor plans, occupant ... data and reporting (regular or ad hoc) for a client portfolio or set of buildings. **Job Description** **Principle...concepts & design * Excellent customer service and interpersonal relationship skills * Ability to work independently and as… more
    Cushman & Wakefield (09/06/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …partner closely with Citi Private Bankers to assist in evaluating the client 's holistic financial situation and opportunities to improve outcomes through a range ... individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share.… more
    Citigroup (08/16/25)
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  • New Business Development Specialist , BloombergNEF…

    Bloomberg (New York, NY)
    …- Bloomberg Financial Solutions Location New York Business Area Sales and Client Service Ref # 10045460 **Description & Requirements** The Opportunity: BloombergNEF ... individual to join our North America commercial team as a New Business Relationship Manager. The candidate will lead BNEF's business development efforts across the… more
    Bloomberg (08/16/25)
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