- 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
- 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...3+ years of relevant financial services industry ideally with wealth management experience -Minimum of 2 of… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as...client relationships. This role will participate in the proper management and administration for assigned trust accounts adhering to… 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)
- …**Internally** : to strengthen their own credit, supplier, and third-party risk management practices. + **Advisory** : to embed our analytics into client-facing ... Risk Solutions for internal firm use cases (supplier and counterparty risk management , financial planning, compliance). + Partner with consultants to embed our tools… 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