- Sutherland Global Services (Albany, NY)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Guardian Life (Albany, NY)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Bank of America (Albany, NY)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Market Albany, New York;Syracuse, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- KeyBank (Albany, NY)
- …fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with… more
- Robert Half Finance & Accounting (Latham, NY)
- …comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and ... Description An independent wealth management firm with $500+ AUM is seeking...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more