- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... committed to results, in an inclusive and high-performing culture. Assistant Manager, US Cash Management Operations -...Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and… more
- iCapital (New York, NY)
- …fun and complex industry-wide problems. You will be working directly with wealth management firms, financial advisors, structured investments issuers, and ... approach in a fast-paced, entrepreneurial environment. Responsibilities Engage with wealth management firms, financial advisors, structured investments issuers,… more
- Trustco Bank (Albany, NY)
- …Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing,… 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 ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Administrative Assistant , Investment Banking, CIR **Requisition ID:** 229809 **Salary...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Berkshire Bank (New Lebanon, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
- The New Jewish Home (Bronx, NY)
- …physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/ wealth advisors. . ... and revenue growth for our Private Pay Geriatric Care Management , Home Health Aide Services, and our Certified Home...Reporting Responsibilities: This position will report directly to the Assistant Vice President of Home Care Programs with a… more
- Berkshire Bank (West Winfield, NY)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... 381 West Main St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
