- 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 ... with CRM and planning systems. + Guide UI development for seamless client- advisor interactions across chat, video, and co-browsing experiences. + Build and scale… more
- Binghamton University (Binghamton, NY)
- …committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society, ... the Binghamton Investment Fund, and Women in Finance). + Provide guidance...UUP member negotiated benefits. The position reports to the Associate Dean of the School of Management. Job Requirements:… more
- Bank of America (New York, NY)
- …learn, grow, and make an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment ... as well as Financial Advisors on suite of Alternative Investment products in order to drive utilization of those...+ Acts as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across… more
- Tompkins Community Bank (Ithaca, NY)
- …Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support. Provide exceptional service ... Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute… more
- Equitable (New York, NY)
- …in our New York Metro, NY office. The Producer Assistant assists the Advisor with developing and maintaining excellent relationships with the clients. They will ... complete and process account applications, investment transfers, while creating and maintaining client databases//files. A...sheets. This position will focus solely on the assigned Advisor 's clients and reports directly to the assigned … more
- Scotiabank (New York, NY)
- …(GTB) products and services. In this role, you will serve as a trusted advisor and single point of contact for clients, building and maintaining strong relationships ... business objectives and financial needs. You will collaborate with Corporate & Investment Bankers (CIBs) to offer comprehensive financial solutions and leverage your… more
- Compass Group, North America (New York, NY)
- …Operations team to improve profitability and cash flow. **DUTIES:** + Act as financial advisor and business partner to the VP of Finance. + Manage and control the ... management of Account Receivables + Efficient utilization of capital investment + Sound inventory management + Ensure sound financial...Off + Holiday Time Off (varies by site/state) + Associate Shopping Program + Health and Wellness Programs +… more
- University of Rochester (Rochester, NY)
- …commercial paper and supply chain financing. Recognized as an expert and advisor within the University through in-depth expertise in treasury management. Primary ... backup to Associate Treasurer. **Essential Functions:** + Responsible for managing University's...oversight for related data analytics of data received from investment bankers and others. Provides strategic direction for debt… more
- City of New York (New York, NY)
- …and transparency across departments. - Act as the primary liaison and advisor on technology-related matters for designated divisions within the organization. - Gain ... scoring criteria to ensure alignment with agency mission and investment strategy. - Work with other IT units to...relevant technology, process, methodology and/or domain; or 2. An associate degree from an accredited college in computer science,… more
- NASCO (Albany, NY)
- …direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts, ... + Proven ability to define and execute a hybrid data strategy and investment plan in a commercial SaaS environment + Effective communication skills, both verbal… more