- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify relationships, coordinating… more
- Insight Global (New York, NY)
- … Marketing Assistant for a part time remote job opportunity to support a Financial Advisor client. This resource will be pivotal in driving teams growth and ... Youll need to have experience in an affiliate or sales type of marketing to enable sales ...generation (LinkedIn, campaigns, program mailers, etc) -Experience supporting a financial advisor client -Familiar working with CPAs,… more
- Principal Financial Group (Albany, NY)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... in the area. + Collaborate on the design and delivery for chatbot/ virtual assistant (AI/ML models, embedded apps, escalation logic) + Partner with design teams to… more
- Trustco Bank (Albany, NY)
- …Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt **Salary Grade Range:** ... processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines events and… more
- University at Albany (Albany, NY)
- …+ Provide information and guidance on the University's programs, admissions process, financial aid, and campus life to prospective students and families. + Build ... and Supervisory Relationships: + Each Regional Recruiter will report to the Assistant Director of Undergraduate Admissions but not have any direct reports. Job… more