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 .
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.
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.
Key Private Bank Wealth Planner Keybank National AssociationKey Private Bank Wealth PlannerAlbany, NY$96,000–$181,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning).
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.
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.
Key Private Bank Sr. Relationship Manager Keybank National AssociationKey Private Bank Sr. Relationship ManagerAlbany, NY$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Key Private Bank Relationship Manager Keybank National AssociationKey Private Bank Relationship ManagerAlbany, NY$94,000–$175,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Wealth Planner Cerity PartnersWealth PlannerSaratoga Springs, New YorkExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Commercial Relationship Manager Keybank National AssociationCommercial Relationship ManagerAlbany, NY$116,000–$216,000 / yearLeads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
NewBusiness Banking Relationship Manager Keybank National AssociationBusiness Banking Relationship ManagerAlbany, NY$80,000–$150,000 / yearLeads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio. The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations.
NewSupervisory Control Specialist Wells Fargo & CoSupervisory Control SpecialistAlbany, NY$85,000–$133,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Director, FP&A-Budgeting & Forecasting Firstlight Fiber IncDirector, FP&A-Budgeting & ForecastingAlbany, NYAbout FirstLight: FirstLight, headquartered in Albany, New York, provides fiber-optic data, Internet, data center, cloud and voice services to enterprise and carrier customers throughout the Northeast connecting more than 13,000 locations in service with more than 125,000 locations serviceable by our more than 25,000-route mile network. FirstLight offers a robust suite of advanced telecommunications products featuring a comprehensive portfolio of high bandwidth connectivity solutions including Ethernet, wavelength, and dark fiber services as well as dedicated Internet access solutions, data center, cloud and voice services.
Vice President, Advisory Consulting OsaicVice President, Advisory ConsultingAlbany, NYRemote$140,000–$175,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm.
Wealth Planner Cerity Partners LLCWealth PlannerSaratoga Springs, NY$90,000–$120,000 / yearExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.
Commercial Sales Representative - Weekly Pay + Commission Braman Termite & Pest EliminationCommercial Sales Representative - Weekly Pay + CommissionMA$70,000–$110,000 / yearOn-Target Earnings (OTE) of $70,000-$110,000+ (Actual earnings will vary based on individual performance and achievement of sales targets.). Braman Termite & Pest Elimination is looking for an Experienced Commercial Sales Representative to grow our presence across Western Massachusetts.
Mortgage Loan Officer KeyCorpMortgage Loan OfficerEast Greenbush, NYThe Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
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.
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.
Client Service Associate EverPeak RecruitmentClient Service AssociateAlbany, NYThe Client Services Associate provides front-line support to financial advisors, clients, and internal operations teams within a dual-registered broker-dealer/registered investment advisor (RIA) firm. This role serves as a key liaison between clients and advisors, handling account administration, trade support, client inquiries, and compliance-related documentation.