- Citizens (Rochester, NY)
- …occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor 's book of business to solidify ... 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison… more
- Wells Fargo (New York, NY)
- …Brooklyn Market. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **In this role, you ... by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing… more
- AON (New York, NY)
- …teams to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance ... teams to provide sophisticated projects + Demonstrated experience in building trusted advisor relationships within an advisory business in relevant (re)insurance… more
- World Insurance Associates, LLC. (Woodbury, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- JPMorgan Chase (New York, NY)
- …worldwide. Operating in 100 countries, we hold leadership positions across various lines of business . Our team of dedicated employees strives to do the right ... product strategy for goals-based planning digital experience. + Collaborate with senior team members to align product execution with business objectives.… more
- Heritage Financial Credit Union (Middletown, NY)
- …NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Description Come join Heritage Financial Credit Union's Internal Audit Team ... audit and compliance expertise to drive meaningful change in a mission-driven financial institution that values integrity, innovation, and member trust? Are you… more
- Hillside Family of Agencies (Rochester, NY)
- …planning. + Serves as the organization's primary liaison to the Funder's Contract/ Business Office, consults with Hillside's Legal Advisor regarding contracts, ... contract terms, financial data, and legal risks to support sound business decisions. Physical Demands & Work Environment The physical demands described here are… more
- Neuberger Berman (New York, NY)
- …and planning/tracking implementations. **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
- ADP (NY)
- …Enterprise Accounts, Vertical Team .** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a lasting ... company that offers autonomy to run a book of business , flexibility to make your own schedule, and gives...and responsiveness to the table every day on a team dedicated to unparalleled partnership and unwavering relationships with… more
- BlackRock (New York, NY)
- …uniquely positioned to address the industry's risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the ... candidate will be an integral part of the Americas Business Development Team and assume a client...in successfully leading sales opportunities and closing deals. Understands business , financial and technical terminology, including how… more