Financial Advisor Jobs in Poughkeepsie, NY

Lead the charge in managing a diverse book of business while ensuring client retention, supporting new initiatives, and resolving complex issues through proactive customer service and effective team c...

Join a team that drives financial strategy and performance insights in a high-growth IT environment. Lead and scale a best-in-class FP&A function while partnering closely with executives to influence...

Champion credit oversight and administration, leading a team to enhance underwriting practices, ensure compliance, and produce insightful portfolio reports while developing innovative financing soluti...

Elevate your career by assisting clients with energy policy analysis, regulatory proceedings, and innovative solutions in the electric and gas utility sectors while ensuring high client satisfaction a...

Drive innovation as a Product Manager, collaborating cross-functionally to design and launch fintech solutions that enhance user experience for wealth management platforms and optimize funding flows a...

Drive growth and innovation in consumer credit and debit card products by developing strategic initiatives, collaborating with cross-functional teams, and optimizing product offerings to enhance custo...

Transform the marketplace into a dynamic ecosystem by leading strategy, partnerships, and financial performance while collaborating across teams to optimize growth and deliver exceptional value to cli...

Unlock potential by managing and executing impactful digital marketing strategies. This role emphasizes operational excellence, leveraging digital platforms and tools to enhance brand visibility and e...

Transform revenue analysis and billing operations by ensuring accuracy, integrity, and actionable insights. Collaborate cross-functionally to enhance workflows and support strategic financial objectiv...

Shape the future of innovative insurance products! Collaborate with a dynamic team to analyze business trends, enhance product offerings, and drive growth in a fast-paced environment. Elevate your car...

Empower customer success through deep product expertise and strategic relationships. Drive adoption and value for CoCounsel Legal clients while delivering enablement and managing multiple projects ali...

Elevate operational efficiency by optimizing processes, leading UAT, and supporting strategic planning. Drive transformation through data analysis and collaboration while mentoring team members and en...

Join a team that's poised for growth; lead product management, team building, and strategic decisions for a multi-product portfolio while balancing hands-on execution and P&L ownership in a dynamic ma...

Join a team that's dedicated to providing top-tier accounting consulting services, leading clients through high-impact financial projects while enhancing operational processes. Enjoy flexibility in en...

Innovate and drive revenue as you nurture relationships across diverse digital platforms. Partner with teams to deliver tailored solutions, ensuring client success and long-term growth while expanding...

Oversee the design and delivery of Federal Salesforce solutions while aligning technical architecture with mission objectives and compliance standards. Engage with stakeholders to ensure successful im...

Lead the charge in optimizing user journeys for engagement and retention. Design multi-channel re-engagement strategies for high-value client interactions, focusing on maximizing long-term value throu...

Drive transformation and operational excellence in healthcare consulting to enhance client strategies, improving efficiency and compliance while mentoring junior consultants and collaborating with div...

Grow your career with an impactful finance leadership role, overseeing forecasting, reporting, and strategic financial operations while driving process improvements and team development for enhanced p...

Lead the charge in driving the strategy and growth of a cutting-edge SaaS solution, optimizing payment processes through advanced analytics, and collaborating with cross-functional teams to deliver ma...

Lead a talented team of analysts to deliver high-quality, scalable data solutions and reporting that drive value for key business stakeholders. Engage with senior leadership to prioritize projects and...

Accelerate your sales career by owning the full cycle for commercial accounts, leveraging a strong inbound pipeline and leading consultations to align solutions to client needs while shaping the sales...

Unlock potential by leveraging data analysis and reporting skills to enhance the Afghan Special Immigrant Visa Program, while mentoring colleagues and ensuring effective communication and data integri...

Empower growth as a national aviation market leader. Drive strategic client engagement, oversee market initiatives, and lead a dynamic team. Collaborate cross-functionally to achieve sales goals and e...

Engage with teams to evaluate and underwrite loans, ensuring quality and compliance with policies. Utilize analytical skills to assess risk, leading initiatives to improve processes while providing ef...