Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateClifton Park, New YorkOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Advisor (Albany, NY) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (Albany, NY)Albany, NY$100,000–$110,000 / 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).
Client Service Associate - Pittsfield,MA LPL Financial Holdings IncClient Service Associate - Pittsfield,MAPittsfield, MA$23.52–$39.17 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewVice President, Portfolio Management (Commercial Upper Middle Market- West Region) Keybank National AssociationVice President, Portfolio Management (Commercial Upper Middle Market- West Region)Albany, NY$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Relationship Advisor Hudson Valley Credit UnionRelationship AdvisorRotterdam, New York$20.96–$25.39 / hourPrimary 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. Qualifications: 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 .
Wealth Advisor Moneco AdvisorsWealth AdvisorPittsfield, MAMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. You'll work alongside experienced professionals, contribute from day one, and see firsthand the impact financial planning has on real people's lives.
NewAWM, GS Ayco, Training and Development, Associate - Albany The Goldman Sachs Group IncAWM, GS Ayco, Training and Development, Associate - AlbanyAlbany, NY$60,000–$100,000 / yearWe are seeking a highly organized, technically strong, and collaborative training professional who can design curriculum, deliver engaging instruction, and partner with stakeholders across Goldman Sachs Wealth Management, to ensure training is aligned to business priorities, advisor needs, and evolving client planning expectations. Collaborate with Subject Matter Experts: Work closely with technical and planning specialists, senior advisors, project managers, and Training and Development colleagues to ensure content is accurate, scalable, and effectively delivered.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerLatham, NY$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Administrative Assistant Staffmark Group LlcAdministrative AssistantCohoes, NYAs an Administrative Assistant you will provide administrative support by coordinating schedules, maintaining records, preparing documents, answering communications, organizing files, and assisting coworkers with daily operational needs. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a professional and customer-focused approach.
Financial Advisor - Paula-Christy Heighton Team Thrivent Financial for LutheransFinancial Advisor - Paula-Christy Heighton TeamAlbany, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Client Operations Associate Rockefeller Capital ManagementClient Operations AssociateSaratoga Springs, New York$65,000–$110,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Skills: Excellent interpersonal and communication skills to interact with the Private Advisor team, business partners, clients, and multiple levels of staff and management.
Financial Advisor - Albany, NY Thrivent Financial for LutheransFinancial Advisor - Albany, NYAlbany, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewAssistant Deputy Superintendent for Data Management (Special Assistant, NS) New York State Thruway AuthorityAssistant Deputy Superintendent for Data Management (Special Assistant, NS)Albany, NY$141,581–$178,874 / yearThrough engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system. o Substitutions: Associate degree may substitute for two years of specialized experience; bachelors degree may substitute for four years of specialized experience; masters degree may substitute for five years of specialized experience; J.D.
Assistant Deputy Superintendent for Banking (Special Assistant, NS) New York State Thruway AuthorityAssistant Deputy Superintendent for Banking (Special Assistant, NS)Albany, NY$127,507–$160,911 / yearDuties include, but are not limited to, the following: Assists the Executive Deputy Superintendent in oversight for the Banking Division, including Depository, Non-Depository, and Operations Units; Creates and manages reports and trackers for key operational goals and key performance indicators (KPIs) across the Division; Reviews, analyzes, and evaluates operational processes across Division units; Performs research and prepares memos on policies related to the Banking Division; Advances and institutionalizes strategic objectives for the Division through strategic planning, implementation design, project management, and full execution. Supports all aspects of recruitment of key open positions within the Division; Supports all aspects of procurement within the Division; Assists in the implementation of DFS-wide initiatives expected of the Division, including annual policy planning; Develops and executes staff team-building events and key working meetings; Provides expert advice to the Executive Deputy on confidential, sensitive, and complex issues; Represents DFS while liaising with other state and federal agencies as well as intergovernmental partners; and.
Assistant Deputy Superintendent for Examination & Monitoring (Assistant Deputy Superintendent, NS) New York State Thruway AuthorityAssistant Deputy Superintendent for Examination & Monitoring (Assistant Deputy Superintendent, NS)Albany, NY$127,507–$160,911 / yearD. may substitute for seven years of specialized experience; Five years of the experience must have been at a managerial level; Strategic planning: Virtual currency; BSA/AML, OFAC, and related laws, regulations, and best practices; Cybersecurity laws, regulations, and issues; Internal controls/governance; Financial analysis; Accounting. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
Assistant Director for Operations, Responsible Artificial Intelligence Safety & Education (RAISE) (Special Assistant, NS) New York State Thruway AuthorityAssistant Director for Operations, Responsible Artificial Intelligence Safety & Education (RAISE) (Special Assistant, NS)Albany, NY$127,507–$160,911 / yearDuties include, but are not limited to, the following: Serves as project lead for operations workstreams related to Article 44-B of the General Business Law, including: implementation of requirements related to transparency, reporting, and disclosure; review of filed reports and disclosures; engagement with other governmental authorities; and preparation of annual reports; Develops and implements plans related to systems, staffing, budget, internal controls, and other operations, in coordination with staff in other Divisions include Operations; Manages operations staff and oversees contractors responsible for implementing Article 44-B; Coordinates with the Assistant Policy Director to ensure harmonization of policy goals with systems, staffing, budgetary, internal controls, and other operational plans; Coordinates with Information Technology Services (NYS ITS) to oversee the development and maintenance of technology systems necessary to implement Article 44-B; Manages day-to-day relationships with other governmental authorities regarding operations; Maintains a strong knowledge of frontier AI models and efforts to regulate them; Briefs senior officials and the Superintendent on related matters as necessary; and. A bachelor's degree and at least 10 years of relevant work experience including 3 years in roles involving technology; o Substitutions: Associate degree may substitute for two years of specialized experience; bachelors degree may substitute for four years of specialized experience; masters degree may substitute for five years of specialized experience; J.D.
Equal Opportunity Specialist 4, M-2 New York State Thruway AuthorityEqual Opportunity Specialist 4, M-2Albany, NY$103,870–$131,298 / yearorganization with particular focus on staff recruitment, development, and retention; Establishes and maintains internal reports to allow for effective measure of DFS diversity goals; Maintains a deep understanding of laws, regulations, and trends influencing DEI programs; Supervises and trains staff; and. the remaining balance on any Direct Student Loans after you have made 120 qualifying monthly payments while working fulltime for a U.S. federal, state, local, or tribal government or not-for-profit organization.
Internal Control Officer (Special Assistant, NS) New York State Thruway AuthorityInternal Control Officer (Special Assistant, NS)Albany, NY$127,507–$160,911 / yearExperience in the application of internal controls and/or risk management principles; the implementation or maintenance of an enterprise risk management or internal controls program; application of a compliance or audit program; evaluating operational risk, continuous improvement, quality control management, or reviewing enterprise-wide exposure; or related field. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from financial harm; ensuring the health of the entities we regulate; driving economic growth in New York through responsible innovation; and preserving the stability of the global financial system.
Assistant Director for Policy, Responsible Artificial Intelligence Safety & Education (RAISE) (Special Assistant, NS) New York State Thruway AuthorityAssistant Director for Policy, Responsible Artificial Intelligence Safety & Education (RAISE) (Special Assistant, NS)Albany, NY$127,507–$160,911 / yearA bachelor's degree and at least 10 years of relevant work experience including 3 years in roles involving artificial intelligence; o Substitutions: Associate degree may substitute for two years of specialized experience; bachelors degree may substitute for four years of specialized experience; masters degree may substitute for five years of specialized experience; J.D. The Assistant Director for Policy will join the states Office of Digital Innovation, Governance, Integrity & Trust (DIGIT), reporting to the Deputy Director for RAISE, who leads the team charged with implementing transparency, reporting, and disclosure requirements applicable to developers of frontier AI models.
Senior Data Analysis Specialist (Data Analyst 2, SG-23) New York State Thruway AuthoritySenior Data Analysis Specialist (Data Analyst 2, SG-23)Albany, NY$86,681–$109,650 / yearDuties include, but are not limited to, the following: Leads and oversees primary data duties for critical agency regulatory reporting to facilitate research, evaluation, and analytical studies relating to various economic factors; Assembles large and complex financial data sets from multiple sources to address regulatory needs using various analytical and statistical approaches; Reviews and monitors quality of data submissions by entities, monitoring variances, identifying trends, and recommending relevant actions to management; Maintains database integrity by entering, verifying, and backing up data in coordination with management; Participates in the development of key materials for senior leadership briefings and decision-making; and. Minimum Qualifications Preferred Qualifications: Demonstrable competence working with large datasets; including importing, merging data, and data validation; Excellent communication skills, including project management skills; Proficiency with R Studio and Python; Familiarity with FFIEC reporting, Federal Reserve Reporting, and regulatory agency supervisory structures; Expertise with bank regulatory data, including bank call reports, CAMELS ratings, and public agency reporting; Highly motivated and effective working autonomously and as part of cross-function teams; and.