- Tompkins Community Bank (Pittsford, NY)
- …assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services; ... lead wealth management business development efforts within the market; oversee or manage assigned wealth management accounts in accordance with legal… more
- Urban League of Rochester (Rochester, NY)
- …Schedule:Full-Time Benefits:Eligible Reports to:Vice President of Entrepreneurship and Wealth Building Business Development Director Responsibilities + ... + General proficiency using computers, computer software, teleconferencing apps, and CRM management . + Experience successfully managing multiple projects at a… more
- Tompkins Community Bank (Pittsford, NY)
- …is desired. + Five (5) years previous experience in financial planning, wealth management or comparable experience and leadership. + Proficient interpersonal ... planning-related activities, including but not limited to retirement planning, wealth preservation and transfer planning, and business succession planning, as… more
- Kiewit (Rochester, NY)
- …passion for improvement. **District Overview** Kiewit Infrastructure Engineering's Design Build Management team are driving clients to turn to Kiewit during all ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more