NewPRIVATE WEALTH MANAGER Fusco Personnel Inc.PRIVATE WEALTH MANAGERLatham, NY$90,000–$120,000 / yearFull timeFusco Personnel is assisting a well-established independent financial services firm who is seeking an experienced Private Wealth Manager to serve as the primary advisor for high-net-worth individuals and families. The successful candidate will manage ongoing client relationships, provide comprehensive wealth planning guidance, and collaborate with internal and external professionals to deliver a high-touch client experience.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorNY$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).
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).
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).
J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Albany, NYAlbany, NYFull timeUsing 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.
NewJ.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.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - Albany The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Solutions (Reporting), Analyst - AlbanyAlbany, NY$55,000–$75,000 / yearWere committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSaratoga Springs, NY$25–$44 / hourOur 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Divisional Wealth Management Consultant - Albany/Vermont/Maine/New Hampshire The Capital Group Companies, Inc.Divisional Wealth Management Consultant - Albany/Vermont/Maine/New HampshireAlbany, NYIn addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.
Asset & Wealth Management, Client Solutions Group - Finance, Vice President The Goldman Sachs Group IncAsset & Wealth Management, Client Solutions Group - Finance, Vice PresidentNYThe team works closely with senior management and is responsible for supporting the Client Solutions Group in financial modeling for key strategic initiatives, managing core financial functions, business and financial reporting, and data governance that spans both public and private businesses. As part of one of the world's leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients.
Senior Director of Family Wealth Consulting KeyCorpSenior Director of Family Wealth ConsultingAlbany, NY$128,000–$268,000 / yearThe Senior Director is responsible for introducing Family Wealth (FW) prospects to our suite of sophisticated business coaching and business transition planning solutions, including our advice on strategies and solutions for pre-transition value building, tax, trust & estate planning, business growth,, tax reduction, asset protection, and wealth transfer. The Senior Director will also build and nurture relationships by developing prospecting ideas, collaborating closely with Family Wealth and other lines of business at Key (especially the commercial and capital markets teams), and helping generate new business through the BAS team.
Asset & Wealth Management, Alternative Capital Markets, Client Solutions, Analyst- Albany The Goldman Sachs Group IncAsset & Wealth Management, Alternative Capital Markets, Client Solutions, Analyst- AlbanyAlbany, NY$55,000–$75,000 / yearHelp drive education of alternative investment themes and portfolio implementation for all GS client segments and regions by coordinating across ACM, GS CIO, GS investment teams and external managers to Develop & communicate best-in-class thought leadership & market commentary across alternative asset classes. The team is the primary point of contact for GS advisors, responsible for marketing & fundraising across the alternative investment platform, while providing holistic support to advisors & clients, including asset class & strategy education, portfolio construction guidance, and ongoing relationship management.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerAlbany, NY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Key Family Wealth Senior Portfolio Strategist KeyCorpKey Family Wealth Senior Portfolio StrategistAlbany, NY$116,000–$216,000 / yearIn conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influences, fostering business relationships to develop new business referrals and to enhance the Community Banks image. Works with each markets District President and Sales Manager to ensure that the investment teams available within markets are staffed with highly qualified employees who are maintaining and growing the investment book of business.
Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: NY Capital/Central NY MarketAlbany, New YorkEffectively 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 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.
Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Client Analyst - Saratoga SpringsSaratoga Springs, NYThe Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Financial Advisor Northwestern MutualFinancial AdvisorAlbany, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Advisor Charter Oak FinancialFinancial AdvisorLatham, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Senior Property & Casualty Risk Consultant Community Bank, N.A.Senior Property & Casualty Risk ConsultantNYThe consultant also participates in the management and coordination of carrier services for large clients and may assume supervisory responsibilities for other risk management staff as directed by the VP Risk Management Services. This role collaborates with client management and OG Risk Advisors to develop innovative risk management solutions for large and complex organizations, reflecting the latest practices and regulatory requirements in the insurance and consulting industries.
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.
Senior Manager | Sales Reinvention | Insurance Accenture PlcSenior Manager | Sales Reinvention | InsuranceAlbany, NYKnowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.
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.
SVP, Strategic Account Executive NFP CorpSVP, Strategic Account ExecutiveAlbany, NY$205,000–$250,000 / yearMarketing/Renewals: Responsible for acting on and completing client requests and/or action items that may arise throughout the year with assistance from Account Management teams, including but not limited to: Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy. You will strategize with Producers in acquiring and marketing new business, work to ensure a seamless renewal process for clients, and effectively deliver the resources of NFP to our clients.
Head of Individual Markets Business Risk & Resiliency The Guardian Life Insurance Company of AmericaHead of Individual Markets Business Risk & ResiliencyMAn \n\n \nYou are\n\n A confident, visible leader and trusted advisor comfortable operating in a highly transparent environment, engaging senior leaders, risk committees, and cross\u2011functional stakeholders to support informed business decision\u2011making.\n \n\n A change leader with strong business acumen who provides clear risk insights, credible challenges, and pragmatic trade\u2011off perspectives to advance business priorities.\n \n\n An exceptional communicator and collaborative relationship builder with a proven ability to partner across lines of business, risk domains, and enterprise functions to drive outcomes through others.\n \n\n \nYou have \n\n 5+ years of experience in operational risk management or a related risk discipline within the financial services industry, insurance experience preferred.\n \n\n Strong analytical, decision making and problem-solving skills.\n \n\n Flexibility and resourcefulness in managing multiple priorities.\n \n\n The ability to accelerate impact and the desire to lead change.\n \n\n \nReporting relationship\n \nThis position is an individual contributor reporting to the Head of Business Risk & Resiliency, who reports to our Chief Risk Officer within Enterprise Risk Management.\n \nLocation: \n \nHybrid role - 3 days in a Guardian office located in Hudson Yards, NYC; Holmdel, NJ; Stamford CT; Bethlehem PA; Boston, MA or Pittsfield, MA.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerAlbany, NY$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Korean Business Network - Private Tax Manager PricewaterhouseCoopers LLPKorean Business Network - Private Tax ManagerNY$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Chinese Business Network - Private Tax Manager PricewaterhouseCoopers LLPChinese Business Network - Private Tax ManagerNY$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Private Partnership Solutions (PPS) - Tax Manager PricewaterhouseCoopers LLPPrivate Partnership Solutions (PPS) - Tax ManagerNY$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Tax Senior Manager - Private Companies PricewaterhouseCoopers LLPTax Senior Manager - Private CompaniesNY$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in todays changing global landscape.
Private Partnership Solutions (PPS) - Tax Senior Associate PricewaterhouseCoopers LLPPrivate Partnership Solutions (PPS) - Tax Senior AssociateNY$77,000–$214,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in todays changing global landscape.
Private Partnership Solutions (PPS) - Tax Senior Manager PricewaterhouseCoopers LLPPrivate Partnership Solutions (PPS) - Tax Senior ManagerNY$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in todays changing global landscape.
Commercial Lines AVP (Hybrid - Albany, New York) NFP CorpCommercial Lines AVP (Hybrid - Albany, New York)Albany, New York$90,000–$150,000 / yearFull timeThe AVP, Team Leader is a strategic people leader responsible for managing and developing a high-performing Account Management team while contributing to the growth of a portfolio of high-value Commercial Lines Property & Casualty clients. • Lead, coach, and develop a high-performing Account Management team, fostering a culture aligned with NFP’s PeopleFirst values, including respect, inclusion, accountability, and continuous improvement.
Broker/Senior Broke, Commercial Insurance NFP CorpBroker/Senior Broke, Commercial InsuranceAlbany, New York$75,000–$150,000 / yearFull timeDemonstrate exceptional negotiation skills – possess an awareness of different personality types with the ability to adjust approach to effectively drive the optimal outcome; capable of interacting with audiences of various seniority within client, carrier, wholesale and specialty organizations; effectively manage difficult scenarios and collaborate with Broking Team Leader on alternatives and solutions. The Broker/ Senior Broker focuses on the largest and most complex placements, while serving in a leadership capacity to mentor and develop staff while cultivating strong insurer and insurer-client-broker relationships.
Commercial Lines AVP (Hybrid - Albany, New York) Aon PlcCommercial Lines AVP (Hybrid - Albany, New York)Albany, NY$90,000–$150,000 / yearNFP.com Job Summary The AVP, Team Leader is a strategic people leader responsible for managing and developing a high-performing Account Management team while contributing to the growth of a portfolio of high-value Commercial Lines Property & Casualty clients. Knowledge, Skills, and Abilities: • 10+ years of Commercial Lines account management experience desired • Demonstrated leadership experience including staff management, performance management, coaching, training, and operational oversight.
Commercial Lines AVP (Hybrid Albany, New York) NFP CorpCommercial Lines AVP (Hybrid Albany, New York)Albany, NY$90,000–$150,000 / yearExcellent written and verbal communication skills, with the ability to clearly present complex information and tailor messaging to different audiences.• Strong problem-solving skills with the ability to navigate complex client and team-related challenges.• Job SummaryThe AVP, Team Leader is a strategic people leader responsible for managing and developing a high-performing Account Management team while contributing to the growth of a portfolio of high-value Commercial Lines Property & Casualty clients.
Broker/Senior Broke, Commercial Insurance Aon PlcBroker/Senior Broke, Commercial InsuranceAlbany, NY$75,000–$150,000 / yearThe Broker/ Senior Broker focuses on the largest and most complex placements, while serving in a leadership capacity to mentor and develop staff while cultivating strong insurer and insurer-client-broker relationships. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Account Manager - Employee Benefits (Hybrid) NFP CorpAccount Manager - Employee Benefits (Hybrid)Albany, New York$55,000–$85,000 / yearFull timeWhile in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients.
NewWorkers’ Compensation Claims Coordinator NFP CorpWorkers’ Compensation Claims CoordinatorAlbany, New York$40,000–$52,000 / yearFull timeThe Workers’ Compensation Claims Coordinator is an entry level position primarily responsible for the intake and processing of claims reports from clients to carrier as well as data entry and report creation. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Senior Account Manager, Commercial Lines NFP CorpSenior Account Manager, Commercial LinesAlbany, New York$57,000–$90,000 / yearFull timeWhen working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
NewWorkers' Compensation Claims Coordinator NFP CorpWorkers' Compensation Claims CoordinatorAlbany, NY$40,000–$52,000 / yearThe Workers' Compensation Claims Coordinator is an entry level position primarily responsible for the intake and processing of claims reports from clients to carrier as well as data entry and report creation. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Account Manager Employee Benefits (Hybrid) NFP CorpAccount Manager Employee Benefits (Hybrid)Albany, NY$52,000–$92,000 / yearWhile in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by the Producer or manager.
Worker's Compensation Claims Assistant NFP CorpWorker's Compensation Claims AssistantAlbany, NY$40,000–$50,000 / yearWe help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
NewWorkers' Compensation Claims Coordinator Aon PlcWorkers' Compensation Claims CoordinatorAlbany, NY$40,000–$52,000 / yearData entry into both carrier first report of injury platform and local database Work in Microsoft excel to create meaningful and presentable claims trending reports using client claims data. Working knowledge of remainder of Microsoft Office Suite and Adobe Acrobat Excellent written and verbal communications skills Self-Starter with Ability to multitask, follow-up, and work within a deadline.
Senior Account Manager, Commercial Lines Aon PlcSenior Account Manager, Commercial LinesAlbany, NY$57,000–$90,000 / yearMay lead client meetings for accounts assigned to them The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive Creates and maintains client files in accordance with office procedures. Summary: The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts.
Account Manager Aon PlcAccount ManagerAlbany, NY$52,000–$92,000 / yearWill likely have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients May work with more senior team members to identify the strategies to meet client needs Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by the Producer or manager Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change Prepare document and data for annual client compliance audits to be presented by Producer Attend to client requests including product or vendor service or performance challenges Ensure 5500 form is filed and completed in a timely manner Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors Learns about alternative funding strategies. Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, Health Care Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management and decision making skills Diligent follow up skills Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: Associates degree (or equivalent), and BA/BS preferred More than 3 years' client service and/or industry and product line experience Certificates, Licenses, Registration: Life, Accident and Health Insurance License required.
Commercial Lines, Sr. Account Manager Sports & Ent. (NY hybrid or EST remote) NFP CorpCommercial Lines, Sr. Account Manager Sports & Ent. (NY hybrid or EST remote)Albany, NYRemote$81,000–$115,000 / yearExcellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Senior Property & Casualty Risk Consultant Community Financial System, Inc.Senior Property & Casualty Risk ConsultantSchenectady, New YorkFull timeThe consultant also participates in the management and coordination of carrier services for large clients and may assume supervisory responsibilities for other risk management staff as directed by the VP Risk Management Services. This role collaborates with client management and OG Risk Advisors to develop innovative risk management solutions for large and complex organizations, reflecting the latest practices and regulatory requirements in the insurance and consulting industries.
Associate Portfolio Manager (various locations to be considered within footprint) Community Bank, N.A.Associate Portfolio Manager (various locations to be considered within footprint)Latham, NYResponsibilities include conducting research into mutual funds, exchange-traded funds, fixed-income securities and individual stocks; building and maintaining financial models in Excel; tracking investment statistics; managing data; portfolio analysis; RFP and general presentation preparation; ad hoc projects. Skills: Strong verbal and written communication skills; excellent analytical and quantitative skills; proficiency in spreadsheet modeling, graphing, and presentations; Familiarity with the Bloomberg Terminal; must be able to work independently under minimal supervision.
Portfolio Manager Community Bank, N.A.Portfolio ManagerAlbany, NYMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Customer Service Representative PHL Variable Insurance CompanyCustomer Service RepresentativeNYAs part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs. Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management.