- Citizens (Clifton Park, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in… 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 ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Albany, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client … more
- KeyBank (Albany, NY)
- **Location:** 1900 Central Avenue - Albany, New York 12205 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- KeyBank (East Greenbush, NY)
- …including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help ... the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of...Client Program and will focus on the entire client relationship with a plan-based approach to financial… more
- KeyBank (Albany, NY)
- … client advisor , developing and implementing strategies based on the client 's financial goals, and coordinating with the extended KPB relationship team to ... relationships. **Essential Functions** + Acts as the primary client advisor by recommending banking, borrowing and...banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates,… more
- Oracle (Albany, NY)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- Oracle (Albany, NY)
- …various Banking LOB business models and markets (eg, banking, insurance, capital markets, private equity). + A deep understanding of financial regulations and ... GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support...both On Prem and Oracle Cloud. Position Overview: + Client advocate that provides guidance around product expertise and… more
- KeyBank (Cohoes, NY)
- …contact for new and existing clients. **Responsibilities** + Provide support to the Private Client Advisors. + Customer service duties, assist in daily office ... and Required Minimum Distribution calculations. + Follow up on client service activities and Advisor 's requests. +...annuity and 1035 exchange paperwork, place all trades for Financial Advisors, money movements, trade logs, and check receipts… more
- Lumen (Albany, NY)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... solution design, demos, workshops and RFP/RFI responses-to architect impactful client solutions. + Demonstrates advanced discovery and solution selling abilities… 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 ... World Insurance Associates ("World") is a unique financial services organization with a global network of...to clients + Must be willing to become each client 's trusted risk management advisor and bring… more
- Cognizant (Albany, NY)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more
- CBRE (Albany, NY)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… more
- CBRE (Albany, NY)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build and manage a pipeline of corporate relationships aligned… more
- Norstella (Albany, NY)
- …and bring the right drugs to market + Make data driven commercial and financial decisions + Match and recruit patients for clinical trials + Identify and address ... US healthcare professionals to consult and exchange information within a private and secure platform. Skipta cultivates a community environment of collaboration,… more
- Capital One (Albany, NY)
- …expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and ... designing and building an end-to-end SDUI platform, from the client rendering engines to the backend services. + 5+...frameworks. + 3+ years of experience with public or private cloud technologies **_Capital One will consider sponsoring… more
- Lumen (Albany, NY)
- …solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **Location** ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Lumen (Albany, NY)
- …Public Sector Solution Integration team. This role will serve as a technical advisor responsible for guiding the architecture and design of solutions that achieve ... the client 's business needs and will be accountable for results,...EDR/XDR, SD-WAN, Vulnerability Assessment, Security Awareness, Cloud Security, Cloud ( Private /Public/Hybrid). *Excellent interpersonal and communication skills (oral, written and… more
- Oracle (Albany, NY)
- …and deliver Oracle's end-to-end cloud products and solutions across the PaaS pillar via private or public cloud. + Responsible for the account plan to drive goal ... engage the appropriate partner to meet customer specifications. + Becomes trusted advisor to key customer influencers and decision makers. Drives company strategy… more
