- Guardian Life (Albany, NY)
- …client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are thought ... with financial representatives who provide planning strategies to high income/high net worth or business owner clients. **You will** Utilize proprietary software… more
- Santander US (New York, NY)
- …knowledge of the banking industry, and demonstrated experience in servicing high- net worth clients, specifically for LATAM. The Relationship Analyst reports to ... fee. * Work on special projects (FATCA, W8, E-banking, Milenio and Paperless) to support bankers. **DIGITAL TRANSFORMATION** * Must use and support all digital… more
- City of New York (New York, NY)
- …management software), requirements documents, project and resource planning, deployment plans, support plans, conversion plans. - 4+ years in gathering requirements, ... requirements documents. - 3+ years of experience managing web-based applications especially . net and java web-based solutions using SQL Server 2008 and above. -… more
- City of New York (New York, NY)
- …eviction prevention services, adult protective services, job training, employment plans/ support , domestic violence assistance, child support enforcement, etc. ... which have been closed over sixty days; all Safety Net case reopens, which have been closed regardless of...have been closed less that sixty days or Safety Net cases that have been closed in error. -… more
- Trellix (Albany, NY)
- …**_Role Overview:_** The Channel Account Manager - West, will be responsible for driving net new sales and incremental bookings of existing and new accounts for a ... Account Manager - West will be responsible for driving net new sales and incremental bookings of existing and...+ Paid Time Off + Paid Parental Leave + Support for Community Involvement We're serious about our commitment… more
- Wells Fargo (New York, NY)
- …asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality. + Researching ... as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... + Market and implement complex investment solutions in accordance with High- Net -Worth client's investment objectives. Attends product rollouts, ideas calls and… more
- NBT Bank (Syracuse, NY)
- Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment Department ... conduct presentations to potential client groups. Meet with high net worth customers to discuss investment needs. Actively allocate...growth. + Employee Assistance Program (EAP) : Access to support and resources. + Financial and Banking Services :… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's technology team is looking for a Developer support our Private Markets research function focused on enhancing our research applications to ... Explore opportunities for automation and workflow optimization, leveraging Python or . Net and other tools to enhance efficiency **Requirements** + Bachelor's degree… more
- City Harvest (Brooklyn, NY)
- …Description Summary: Works under general supervision of Manager, Finance, providing support in financial and administrative aspects of restricted grants, including ... donor billing and net asset release and documentation. Coordinate the day-to-day workflow...Coordinate the day-to-day workflow of the finance area to support management of donor awards, restricted grants, employee listing… more