2 senior lead analyst jobs found in Albany

Location: 555 Patroon Creek Boulevard, Albany New York Hours: Monday- Friday 8am-4:30pm ET Location: Qualified candidates must be able to report to the office (Albany, NY, Brooklyn, OH, or Amherst, NY) 2-4 days per week.  Job Description: As part of the Client Servicing vertical of Onboarding & Servicing Technology and Operations, Lead Specialists on this team specialize in research and adjustments and account analysis to support our clients across the team’s broad areas of responsibility. As such, the chosen candidate can expect to be required to perform tasks such as (but not limited to):  Perform basic to complex research using various bank systems Provide deposit, check, statement and report copies Research and resolution of both monetary and non-monetary differences which occur during check, credit card processing or corporate client billing Performing routine research and process transactions as requested by clients utilizing specific Enterprise...

Location: 66 South Pearl Street, Albany New York JOB BRIEF (PURPOSE) The Senior Director of Family Wealth Consulting (the Director) serves as a lead advisor on the (BAS) Team. ). The 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.. Specifically, the Senior Director will provide insights and solutions to attract, retain and grow clients who require advice and complex planning strategies to protect and grow personal family wealth. As a member of the BAS Team, this position is responsible for the acquisition of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families.  This position has direct responsibility...