• Wealth Management Manager II - Investments

    Trustco Bank (Albany, NY)
    …and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines ... events and conditions that impact client's accounts and addresses an actionable item. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following. Other duties may be assigned by the supervisor and/or Trustco Bank's Board of Directors. + Executes purchases… more
    Trustco Bank (08/14/25)
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  • Director New Markets Product Development

    Athene (New York, NY)
    …the retirement crisis. + Experience with Defined Contribution plans and/or Registered Investment Advisor channel a plus. + Strong presentation and communication ... skills. + Actuarial certification (FSA, ASA) or progress towards a plus. $150,240.00 - $225,360.00 USD Annual Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education,… more
    Athene (08/07/25)
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  • Private Equity and Real Estate Research Analyst…

    Citigroup (New York, NY)
    …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... analysis, diligence, structuring, and syndication of private equity and real estate investment opportunities to address the needs of our global wealth client base.… more
    Citigroup (08/15/25)
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  • Merrill Financial Solutions Advisor - SD…

    Bank of America (Staten Island, NY)
    Merrill Financial Solutions Advisor - SD Financial Market New York, New York;Staten Island, New York **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Financial-Solutions- Advisor SD-Financial-Market\_25028127) **Job Description:** Merrill Wealth Management is a… more
    Bank of America (08/14/25)
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  • Associate Private Client Advisor

    KeyBank (Pearl River, NY)
    …Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects… more
    KeyBank (07/08/25)
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  • Marketing Strategist, Advisor Education

    Wellington (New York, NY)
    **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...those of our clients. **About the Role** **Position** The Advisor Education Marketing Strategist will bring a unique set… more
    Wellington (06/28/25)
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  • Associate Private Client Advisor

    KeyBank (Mahopac, NY)
    …Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent ... methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a...partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… more
    KeyBank (08/26/25)
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  • Vice President, Private Markets Strategy & Finance

    BlackRock (New York, NY)
    …financial data in support of projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets ... The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive...with senior management and work 'hand in hand' with investment business leaders and COO teams to translate strategy… more
    BlackRock (08/15/25)
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  • Senior Portfolio Advisor

    Citigroup (New York, NY)
    …CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client ... Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW delivers… more
    Citigroup (08/14/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Buffalo, NY)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
    Bank of America (07/11/25)
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