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Wealth Senior Client Portfolio Manager
Syracuse, New York, United States
$97k-$162k/yr HybridFull Time
3+ YOEBachelor's degree with 3+ years investment experience (or 7 years' relevant experience in lieu), strong trading and portfolio management knowledge, ability to manage large/complex accounts, Microsoft Office proficiency, strong communication and analytical skills.
Microsoft Office
3d
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Technical Account Manager
Johnson City, New York, United States
OnsiteFull Time
5+ YOE5+ years in technical account management or MSP roles; strong IT infrastructure knowledge (networks, cloud, virtualization, security); client-facing, escalation handling, and project leadership experience.
AWS, Azure, ConnectWise, Autotask, ITIL, CIS Controls, NIST, CompTIA Network+, Cisco CCNA, Microsoft Certified Solutions Expert (MCSE)
1mo
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Wealth Senior Client Portfolio Manager
Syracuse, New York, United States
$97k-$162k/yr HybridFull Time
3+ YOEBachelors plus 3 years investment experience (or 7 years professional experience), knowledge of trading and investment platforms, strong decision-making and communication skills.
Microsoft Office
2w
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Client Executive, Employee Benefits
Syracuse, New York, United States
$96k-$159k/yr HybridFull Time
5+ YOEBachelor’s+5 years client coordination/claims experience (or HS+10 years), Life & Health license, willing to travel ~25%, strong communication and account management skills.
1w
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Employee Benefits Account Manager, Select
Glastonbury or Norwalk or Braintree or Burlington or Chicopee or Needham or Woburn or Buffalo or Latham or Rochester or Syracuse
$65k-$80k/yr HybridFull Time
3+ YOE3-5 years employee benefits experience, life and disability insurance licenses, college degree preferred, strong communication, customer service and technical skills, ability to manage renewals and client relationships.
Microsoft Office
1d
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Account Executive
Syracuse, New York, United States
$65k-$75k/yr OnsiteFull Time
1+ YOE1–3 years agency or marketing experience, strong client relationship and project management skills, data-driven with ability to interpret campaign metrics, familiar with major digital platforms and presenting to clients.
Meta, Google Search/Display, YouTube, LinkedIn
1w
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J.P. Morgan Wealth Management – Private Client Advisor – Syracuse, NY
Syracuse or Syracuse or Syracuse or Syracuse or Syracuse
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills. Active Series 7 and Series 66 (or 63/65) required; life, health and long term care insurance license required or obtained within 60 days. CFP and bachelor’s preferred.
1mo
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Account Executive
Syracuse, New York, United States
$3k-$5k/mo FieldFull Time
Outside sales role focused on developing new business, managing client relationships, and delivering multi-platform marketing solutions; proficiency with Microsoft Office and CRM; excellent communication and prospecting skills.
Microsoft Office, CRM tools, social networking platforms
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Audit Manager/Senior Audit Manager
Syracuse, New York, United States
$90k-$150k/yr HybridFull Time
5+ YOEActive CPA required, Bachelor's in Accounting/Finance (Master's preferred), minimum 5 years public accounting experience, strong client service, people management, technical expertise, and communication skills.
1mo
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Tax Manager/Senior Manager
Ithaca, New York, United States
$95k-$130k/yr HybridFull Time
4+ YOE2+ MgmtMinimum 4 years public accounting tax experience (complex 1040s, HNW, S corps, partnerships); supervisory experience for management roles; Bachelor in Accounting required; CPA/EA preferred/required; strong tax research, planning, and client advisory skills.
2mo
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Senior Account Executive
Syracuse, New York, United States
$149k/yr HybridFull Time
Develop local advertising partnerships, build client base, manage territory, hybrid in-person/remote.
1mo
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Tax Manager
Syracuse or Watertown or Ithaca or Rochester
$80k-$120k/yr OnsiteFull Time
5+ YOEPrepare and file federal and state tax returns, develop tax strategies, manage client relationships, supervise staff, meet budgets and deadlines; 5+ years public accounting experience; CPA preferred.
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Energy and Environmental Strategic Account Leader
New York or Newark or Manchester or White Plains or Syracuse
$142k-$242k/yr HybridFull Time
20+ YOE20+ years' relevant experience, bachelor's in engineering or similar, direct experience supporting ConEd, deep understanding of ConEd procurement, proximate to ConEd locations, strong client relationship and account development skills.
1d
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Senior Accountant - Client Accounting & Advisory Services
Ithaca, New York, United States
$65k-$75k/yr OnsiteFull Time
2+ YOEBS in Accounting or equivalent,2 years accounting experience,prior supervisory experience,QuickBooks preferred,high proficiency with Microsoft Word, Excel, PowerPoint,strong communication and attention to detail.
QuickBooks, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Energy and Environmental Strategic Account Leader
New York City or Newark or Manchester or White Plains or Syracuse
$142k-$242k/yr HybridFull Time
20+ YOE20+ years relevant experience, Bachelor's in Engineering or similar science, direct experience supporting ConEd, deep understanding of ConEd procurement, proximate to ConEd operations, strong client relationship and account leadership skills.
6d
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Tax Manager - High Net Worth
Albany or East Aurora or Buffalo or Rochester or Syracuse
$80k-$100k/yr OnsiteFull Time
5+ YOEBachelor's in accounting, CPA or EA, 5+ years CPA firm experience, proficiency with tax software and Microsoft Office, ability to travel as needed, strong client relationship and leadership skills.
tax software, Microsoft Office Suite
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Area Manager
Syracuse, New York, United States
FieldFull Time
Supervising field staff and account managers, maintaining client relationships, understanding union agreements, overseeing budgets/payroll/supplies, coaching staff, and strong Excel/Microsoft Office skills.
Microsoft Excel, Microsoft Office
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KPC (Key Private Client) Regional Director, Planning & Investments
Amherst or Rochester or Syracuse
$96k-$181k/yr HybridFull Time
10+ YOECFP and Series 65 or 7 required, 10+ years planning experience, undergraduate degree or equivalent, sales and leadership experience, strong communication and client focus.
Money Guide, Salesforce
1w
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Senior Paid Media Manager (Remote)
Washington or Charlottesville or Chicago or Denver or Austin or Raleigh or Charlotte or Asheville or New York or Syracuse or San Diego or Richmond
$80k-$87k/yr RemoteFull Time
4+ YOE4+ years agency paid media experience managing Google, Microsoft, Meta, LinkedIn and programmatic channels; client communication, reporting, account optimization, and basic training; intermediate Excel/Google Sheets skills.
Google Ads, Google Display Network, YouTube, Microsoft Ads, Meta Ads, LinkedIn Ads, Google Analytics, Microsoft Excel, Google Sheets, Google Data Studio, Ninja Cat
1w
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Branch Office Administrator - Watkins Glen, NY
Watkins Glen, New York, United States
OnsiteFull Time
Provide client service, manage accounts, perform administrative and operational support, strong computer literacy, analytical and communication skills; willing to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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