- IBM (New York, NY)
- …Adobe Practice, you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer experiences are ... Hybrid roles are expected to perform their primary duties from a combination of IBM location, client sites or work at home. The required number of days to be in the… more
- S&P Global (New York, NY)
- …business stakeholders and the Enterprise Data Organization, bridging the gap between client needs and data execution. We focus on delivering high-quality, purpose ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- Bank of America (New York, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Supervision-Manager\_25032095) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- UMB Bank (Albany, NY)
- …execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume ... + You will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank...+ You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas, closely held, life… more
- WTW (New York, NY)
- …engagements in a way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client satisfaction + Think ... practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas… more
- Pioneer Bank (Albany, NY)
- …the sales process. + Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. + Performs cost/benefit and risk analysis ... when preparing client recommendations and assessing client relationships. +...retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management.… more
- S&P Global (New York, NY)
- …initiatives and helping develop our future product roadmap by providing key client feedback. Client segment focus will be across Financial Institutions. ... Through proactive prospection, you are to diagnose client requirements, define pricing frameworks and look to combine...and organized process around working with the assigned Sales Associate and Prospecting team to stay in front of… more
- UMB Bank (Albany, NY)
- …the decision to bring the entire mortgage process in-house. UMB's mortgage team has a wealth of knowledge due to it being comprised of many associates who have been ... clients through the loan application process. The Mortgage Loan Originator is with the client from the beginning of the loan approval to the closing of the loan.… more
- Edward Jones (Rochester, NY)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- SCI Shared Resources, LLC (Port Dickinson, NY)
- …+ Solid work history + May require insurance license This position may require the associate to obtain and maintain an insurance license in any state in which he/she ... levels to ensure productivity Build Relationships with Families + Responds to client inquiries in a timely, respectful, sensitive and professional manner * Connects… more