- Trustco Bank (Albany, NY)
- …status, protected veteran status or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** ... and processing all activities related to Wealth Management clients serving as investment advisor on...Wealth Management clients serving as investment advisor on assigned accounts and developing new business. Examines… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Bank of America (New York, NY)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II New York, New York...Private Client Advisor II New York, New York **To proceed with...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Bank of America (Melville, NY)
- …prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Private Client Advisor II Melville, New York **To...Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Principal Financial Group (Albany, NY)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce… more
- Coinbase (Albany, NY)
- …High level of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management or FinTech * ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase… more
- S&P Global (New York, NY)
- …sustainable growth. **Strategic Partnership & Execution:** + Serve as a trusted advisor to the Account Management leadership team, translating strategic ... a Senior Revenue Performance Partner for the Divisional Account Management organization, you will play a pivotal role in...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (New York, NY)
- …across a broad range of non-financial corporate sectors. + Act as an advisor to S&P analysts on discerning accounting, financial reporting and key disclosures. + ... addbacks, convertible debt. + Participate in rating committees and management meetings, as needed. + Proficient at pulling, organizing,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more