- Tompkins Community Bank (Mount Kisco, NY)
- Overview This position is responsible for assisting the Chief Investment Officer (CIO) in developing and implementing investment strategies for Tompkins Financial ... Investment Committee. This position will partner with other TFA business development team members to exceed client expectations in...call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager… more
- Citizens (Tarrytown, NY)
- …change. This leader will support a pronounced change agenda by embedding experts and relationship managers who can understand the business needs and apply strong ... within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible for creating and executing a… more
- Heritage Financial Credit Union (Middletown, NY)
- …The purpose of this position is to assist the Learning & Organizational Development Manager and ensure proper and consistent training is provided to all credit union ... a high-quality, relevant program. 5. Assist with the search, selection, and ongoing relationship with any third party training vendors. 6. Provide support in the… more