Financial Advisor Jobs in Poughkeepsie, NY

Drive growth for independent retailers by providing strategic financial analysis, training, and support. Your expertise will enhance their performance and strengthen market distribution, while fosteri...

Champion excellence in client service and tax management for charitable organizations by leading a specialized team. Drive successful planned giving strategies while ensuring compliance and enhancing...

Shape the future of M&A insurance by assisting in underwriting and managing policy processes, collaborating with deal teams, and enhancing client communication while thriving in a dynamic environment...

Engage with advisors and key partners to enhance charitable giving. Leverage your expertise in philanthropy and relationship management to drive awareness and support for charitable solutions across N...

Elevate capital market strategies through analysis and relationship management. Collaborate to structure transactions and support investor transparency, safeguarding growth in consumer credit and asse...

Transform business systems by defining objectives, documenting requirements, and leading complex application development. Collaborate closely with teams to enhance actuarial valuations and investment...

Manage strategic relationships with Third-Party Administrators, driving growth and retention while collaborating across teams to enhance service solutions. Connect with senior leadership and lead busi...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Drive operational excellence in CLO processes by supporting trade and reporting functions, engaging with traders and analysts, and enhancing workflow efficiencies to ensure accurate settlement and com...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Unlock strategic financial leadership by managing corporate accounting and financial governance. Collaborate across teams to ensure accurate reporting, compliance, and operational efficiency, driving...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Support legal and capital markets teams with complex financing transactions, ensuring compliance and execution of asset-backed securitizations and warehouse financings while fostering collaboration ac...

Lead comprehensive asset recovery strategies, managing distressed loans through financial analysis, restructuring, and liquidation while collaborating cross-functionally to maximize recovery outcomes...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Partner with us to deliver superior banking and lending advice, enhancing client satisfaction. Leverage your expertise in financial services and develop strong relationships while driving business opp...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Drive revenue growth by building strategic relationships with enterprise banking accounts. Your focus on lead generation, value-driven solutions, and account management will be key to exceeding sales...

Accelerate progress at key banking enterprises by driving revenue growth through strategic sales initiatives and executive engagement. In this role, you'll build relationships and manage the sales pip...

Empower analytics excellence by leading a team of data analysts, establishing standards, and ensuring high-quality insights across the organization. Drive effective data modeling and collaboration wit...

Lead a dynamic branch team to provide exceptional customer service, drive sales, and foster business development. Ensure profitability and growth while promoting banking products that meet customer ne...