• Wealth Advisor

    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
    Tompkins Community Bank (07/20/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …and external sources. + Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the ... Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on...+ Minimum of 7 years of demonstrated sales and business development experience with proven results required… more
    KeyBank (07/18/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, 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
    KeyBank (08/21/25)
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  • Senior Director, Investor Relations

    AON (New York, NY)
    …in supporting Aon's commitment to transparent and strategic communication with the investment community. Reporting directly to the Global Head of Investor Relations, ... role with direct engagement with senior leadership and the investment community. The role will focus on articulating Aon's...and other key internal stakeholders. Aon is in the business of better decisions At Aon, we shape decisions… more
    AON (08/22/25)
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  • Wealth Managment Advisor

    US Bank (New York, NY)
    …Strong presentation abilities + Strong relationship management, sales, and new business development skills + Well-developed analytical and problem-solving skills ... Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance + Deliver… more
    US Bank (06/19/25)
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  • Tax Manager - Real Estate

    Deloitte (Jericho, NY)
    …solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more
    Deloitte (08/21/25)
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  • Mortgage Analyst

    Janus Henderson Investors (New York, NY)
    …and portfolio positioning to internal teams and external clients. + Support business development initiatives, including marketing and capital-raising efforts. + ... will do this by protecting and growing our core business , amplifying our strengths and diversifying where we have...We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with… more
    Janus Henderson Investors (08/14/25)
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  • Private Wealth Relationship Manager

    Bank of America (New York, NY)
    …support as a Specialist/Manager in any one of the teams specialized roles of Business Development , Wealth Planning, Investment Management, or Business ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
    Bank of America (08/27/25)
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  • Investments and Insurance Risk Assessment…

    Citigroup (Queens, NY)
    …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... across global investment and insurance products. + Effectively partner with business leaders to strengthen their ability to make data driven impactful decisions,… more
    Citigroup (06/19/25)
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  • Manager, Retail Media Agency Development

    LiveRamp (New York, NY)
    …with unmatched clarity and context while protecting precious brand and consumer trust . LiveRamp offers complete flexibility to collaborate wherever data lives to ... and healthcare leaders turn to LiveRamp to build enduring brand and business value by deepening customer engagement and loyalty, activating new partnerships, and… more
    LiveRamp (08/07/25)
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