- KeyBank (East Greenbush, NY)
- **Location:** 615 Columbia Turnpike - East Greenbush, New York 12061 **Job Summary** The Associate Private Client Advisor partners and assists Private ... working relationships with all partners. **Essential Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects… more
- KeyBank (Schenectady, NY)
- **Location:** 1703 Altamont Avenue - Schenectady, New York 12303 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- Citizens (Clifton Park, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...client 's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes… more
- KeyBank (Albany, NY)
- …and interest in a long-term career at Key. **Essential Functions** + Partner with a KIS Private Client Advisor to gain hands-on experience. + Participate in ... and financial planning activities including data entry and analysis. + Observe client meetings and assist with basic administrative tasks. + Develop client… more
- KeyBank (Schenectady, NY)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- World Insurance Associates, LLC. (Slingerlands, NY)
- …any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... to bring value to clients + Must be willing to become each client 's trusted risk management advisor and bring the entire World platform to each client (P&C,… more
- CBRE (Albany, NY)
- …** Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent ... proactively engage corporate buyers of transferable tax credits including Fortune 1000and private companies. + Build and manage a pipeline of corporate relationships… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Azure) + Solid understanding of cloud networking and security technologies (eg VPC, Private Link, Private Service Connect, TLS/SSL, SASL, Kerberos, etc.) +… more
- Johnson, Mirmiran, and Thompson Inc. (Albany, NY)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #50 ... execute, and coordinate assignments with limited supervision. Acts as a technical advisor to less experienced engineers. Responsible for or assisting with delivering… more