- Broadview FCU (Albany, NY)
- …model. Lead the following initiatives for BWM: CRM, Financial Education, Marketing, Business Development , and Events inclusive of client appreciation events. Act ... of business and wallet share, and support client retention, through Marketing and Business Development efforts. + Proactively expand BWM book of business … more
- Guardian Life (Pittsfield, MA)
- As a Wealth Management Agency Operations Specialist , you will support Guardian Agencies with submitting new business and servicing wealth management ... standing ACH instructions + Monitor an agency's book of business through management of the firm's work basket and...Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able to work… more
- Lincoln Financial (Albany, NY)
- …#:** 74591 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a business ... initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. **What you'll be doing** + Develop deep understanding… more
- Cherry Bekaert (Albany, NY)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for… more