Title: Summer Analyst - Wealth Management, Financial Planning Experience: Internship for students pursuing a bachelor's/graduate degree Location: Albany, New York, United States Salary Range: $55,000 - $60,000 About the Program: - Nine to ten week summer internship program...
Title: Legal Assistant Job Responsibilities: - Provide comprehensive administrative and legal support to the Chief Legal Officer. - Schedule appointments and travel, coordinate meeting logistics, make meeting arrangements, and maintain room schedules. - Compose, produce, and perfect legal correspondence and other documents using Microsoft...
Title: **Members Only** Relationship Manager Job Responsibilities: The Relationship Manager (RM) at **Members Only** is central to fulfilling the company's promise to clients by acting as the primary advisor. The RM's responsibilities include recommending banking, borrowing, and investment solutions tailored to help clients achieve...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Leads the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develops a strong understanding of family relationships and the needs of current clients as well as...
Title: **Members Only** Sr Relationship Manager Job Responsibilities: - Acts as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients achieve their financial goals. - Leads and coordinates the extended advisory team, including trust, investment, and planning strategists, tailored to...