- Educational Testing Service (Albany, NY)
- …progress worldwide. The Associate, ETS Capital will provide support for transactional investment activities across the business enterprise, with core activities ... management. The position will be part of the Corporate Development team and will work with Business ...and its business units via external strategic business partnerships, and investment transactions. The successful… more
- Tompkins Community Bank (Mount Kisco, NY)
- …service in a dynamic and client-focused environment. Position Goals: + Drive business development and client acquisition by cultivating relationships with ... serves as a key advisor and team collaborator, integrating investment , banking, trust , and insurance professionals to...concepts and empower them to make informed decisions. + Business Development + Prospect for new clients… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- KeyBank (Tarrytown, NY)
- …Wealth team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the...+ Experience working with high-net-worth clients. + Deep tax, investment , estate planning, business succession or fiduciary… more
- Neuberger Berman (New York, NY)
- …and retaining the largest, most complex client relationships, while also supporting business development through referrals and networking + Collaborate with the ... Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The… more
- Amalgamated Bank (New York, NY)
- …Associate is responsible for supporting a broad range of operational processes within Trust Operations. The role ensures the accurate and timely execution of cash ... of Shares Held Elsewhere (SHE) assets, benefit payments, and other trust -related operational activities. The Operational Services Associate operates in a lead… more
- KeyBank (Tarrytown, NY)
- …and external sources. + Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the ... field (preferred) **Experience Qualifications** + 7 years of demonstrated sales and business development experience with proven results required **Licenses and… more
- BlackRock (New York, NY)
- …or proficiency in public markets assets and across a wide range of investment vehicles (exchange traded funds, commingled trust funds, separate accounts, and ... **About this role** **BlackRock Overview:** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail… more
- Bank of America (Buffalo, NY)
- …managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher ... + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development . + Achieved… more