NewVice President, Trust Officer Ballston Spa National BankVice President, Trust OfficerBallston Spa, NYFull timeThis position serves as a trusted advisor to clients and works collaboratively with the bank's Wealth Management team to identify opportunities to provide comprehensive financial, investment, estate, and fiduciary services while always acting in the best interests of the client and beneficiaries. QUALIFICATIONSMinimum 5 years of experience in trust administration, estate planning, wealth management, banking, financial services, with a demonstrated understanding of fiduciary principles and financial concepts required.
CW Administrative Assistant_USA_USD IMCS Group IncCW Administrative Assistant_USA_USDCohoes, NYResponsible for participation in ad-hoc and general administrative duties including but not limited to copying, scanning, filing, faxing, archiving, inventory ordering, invoice submissions, shipping, mail and check related processing. Job Summary & Responsibilities: " Provide administrative support to various advisors & account managers in a dynamic team environment and provide backup team support as needed.
CW Analyst_USA_USD IMCS Group IncCW Analyst_USA_USDCohoes, NYOur Impact: *** Ayco Financial Counseling (Ayco) partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce leveraging the 50-year heritage of Ayco and the comprehensive resources of *** to meet the evolving needs of their employees. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.
Maintenance Technician - Electronics GTT, LLCMaintenance Technician - ElectronicsMalta, NYThe company's work spans industrial gas production and distribution, air separation, gas applications in medical settings, semiconductor manufacturing, and emerging technologies like hydrogen fuel infrastructure, with teams that include chemical engineers, industrial gas technicians, research scientists, and energy transition specialists. Founded in 1902 and spanning more than 120 years of continuous operation, the organization supplies gases, technologies, and services to a vast range of industries, including manufacturing, energy, healthcare, electronics, and food, and is at the forefront of the clean energy transition, particularly in green and low-carbon hydrogen.
Financial Client Analyst Nesco Resource, LLCFinancial Client AnalystLatham, NY$55,000–$75,000 / yearOur client is looking for an accomplished financial services professional, ideally with their Series 7, to assist with day to day client management, financial analytics, and reporting. Growing firm, in a niche sector of the financial management industry, is looking for a Client Analyst to join its team.
NewAssociate Financial Advisor Royal Bank of CanadaAssociate Financial AdvisorAlbany, NY$50,000–$80,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.
Sales Support Associate Cetera InvestorsSales Support AssociateAlbany, New YorkAbout Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .
Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: NY Capital/Central NY MarketAlbany, NY$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Services Representative Pyramid Consulting, IncFinancial Services RepresentativeTroy, NY$18–$19 / hourBy applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Communicates with customers, field staff, service centers, internal/external sales support, and other industry companies through oral and written communication.
Financial Services Representative Tailored ManagementFinancial Services RepresentativeTroy, NY$19 / hourCommunicates with customers, field staff, service centers, internal/external sales support and other industry companies through oral and written communication. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing and refers the situation to a Supervisor.
NewAssistant Director Family Support Services Liberty ARCAssistant Director Family Support ServicesAmsterdam, NYFull timeReview and process Medicaid billing for all FSS programs per agency policy and OPWDD regulationsOversight and administration of the OPWDD FSS Contract; including but not limited to coordination of the FSS Committee, review and processing of applications, completing quarterly reports for OPWDD, maintaining required documents, and working closely with the business office to ensure expenditures within each grant portion are used and accounted for according to requirements. Job Qualifications:Bachelor's Degree in a Human Services or related field required Minimum 3 years of administrative and supervisory experience requiredMinimum of three years prior experience working directly with individuals with developmental disabilities and/or related human services program experience required.
Fractional CFO - Nonprofit Focus CEFO AdvisorsFractional CFO - Nonprofit FocusAlbany, NYJob Responsibilities Review financial information and prepare client dashboards Provide regular strategic advice to executive directors and their leadership teams Review existing systems and recommend best practices to gain efficiency Manage internal and external accounting staff Prepare and/or review budgets, forecasts, and projection models Develop and maintain long-range financial plans and cash flow strategies Participate in client leadership, board, and finance committee meetings Develop banking relationships and support financing and lending needs Identify and correct existing client pain points Work hand in hand with clients to develop future strategic plans and milestones to successPrepare and analyze client assessment reports and manage implementation projects Nonprofit-Specific Responsibilities Provide CFO-level oversight of fund accounting, including restricted vs. You will manage client engagements and work directly with executive directors, finance committees, and boards to strengthen financial strategy, ensure compliance, and help organizations advance their missions with confidence.
Financial Controller Nesco Resource, LLCFinancial ControllerLatham, NY$100,000–$130,000 / yearOur client is an industry leader in a fun, stable and evolving sector, offers a good quality of life, innovative product line and services, well-rounded benefits program, and opportunities for growth. Candidates profile: Bachelors Degree in Accounting, Finance, or related field; Associates Degree with relevant experience will be considered.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorLatham, NY$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Albany, NYAlbany, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
P&C Insurance (Personal & Commercial) Transformation Associate Director Accenture PlcP&C Insurance (Personal & Commercial) Transformation Associate DirectorAlbany, NYThrough our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale.
Relationship Advisor Hudson Valley Federal Credit UnionRelationship AdvisorRotterdam, NYPrimary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and deepening and retaining existing relationships, to cross sell HVCU products and services. High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateLatham, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Business Development - Financial Channel GTM Payroll Services IncBusiness Development - Financial ChannelClifton Park, NYFull timeWhat You'll DoDevelop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrasl to our household divisionBuild and manage a pipeline of active and prospective partnersConduct outreach via phone, email, and in-person meetings to establish new relationshipsMaintain ongoing partner engagement through regular check-ins and strategic touchpointsDeliver CPE presentations (virtual and in-person) to educate partners on GTM servicesPosition GTM as a value-added solution that enhances client offeringsProvide partners with insights, tools, and resources to better serve their clientsTrack referral activity, conversion rates, and overall channel performanceCollaborate with internal teams to ensure a seamless referral and client experienceRepresent GTM at industry events, conferences, and networking opportunitiesPartner with Marketing on campaigns and content tailored to the accounting audienceMaintain accurate partner activity records in CRM systemsWhat You BringStrong communication and relationship-building skillsAbility to influence, consult, and overcome objectionsHigh attention to detail and strong organizational skillsAbility to manage multiple priorities and partnerships simultaneouslyProficiency with Microsoft Office and CRM platformsQualificationsBachelor's degree required5+ years of experience in business development, partnerships, or marketingExperience in payroll, tax, insurance, HR, or related industries preferredExperience with consultative sales or phone-based outreach is a plusWhat Sets You ApartExecutive presence and ability to build trust with financial professionalsExperience presenting to professional audiences (CPE or similar)Strategic mindset with a focus on long-term partnership growthHigh level of professionalism and business acumenWhy Join GTM?Opportunity to build and own a high-impact partner channelCollaborative, growth-focused environmentVisibility with leadership and key industry stakeholdersCompetitive compensation and benefits packageIf you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you. About the RoleGTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division.
Wealth Management Advisor (Albany, NY) TIAAWealth Management Advisor (Albany, NY)Albany, New YorkBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).