- Principal Financial Group (Albany, NY)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... solutions that support wealth management platforms and client-facing applications including Salesforce CRM and chat-based servicing. + Grow the team's ability to… more
- UMB Bank (Albany, NY)
- …laws, and bank policies and procedures. + You will work collaboratively with Senior Associates on team to resolve complex administrative issues and escalations. + ... platforms such as SEI and Fidelity Wealthscape. + You have proficiency in Salesforce CRM software. + You have proficiency in Workday, Peoplesoft, Archer, Skillport… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow ... wealth management and institutional clients across your region and provide support to senior members of the team for territory management. You will be part of… more
- S&P Global (New York, NY)
- …reporting and analysis. This is a highly visible role with access to senior leaders across the business. You will participate in driving business process excellence, ... buy-in. + Prepare and organize content for internal and external senior engagements, including speeches, briefings, PowerPoint presentations, and Excel analysis' -… more
- WM (Albany, NY)
- …to help the team deliver consistent, high-quality business development outcomes. ** II . Essential Duties and Responsibilities** To perform this job successfully, an ... to consult with existing, new and potential customers under guidance from senior team members to schedule prospect calls, organize discovery sessions, and document… more