Investment Advisor Jobs in Poughkeepsie, NY

Launch innovative Capital Markets solutions while leading a dynamic team, focusing on Syndicates and Structured Products. Enhance internal operations, collaborate with cross-functional teams, and driv...

Shape the future of algorithmic trading by leading AI-driven strategies, from hypothesis generation to live deployment. Drive research, oversee a dedicated team, and integrate advanced models for syst...

Join a team that's reshaping retirement consulting, strategizing with large clients to align benefit programs with business goals while navigating regulatory requirements and fostering collaborative e...

Elevate your legal career by providing strategic guidance on HELOC products, ensuring compliance with complex regulations. Work collaboratively to innovate home lending solutions and mitigate legal ri...

Manage daily risk assessment and operational integrity for a dynamic clearinghouse, ensuring compliance with regulatory standards while driving innovative product design and margin strategies across d...

Champion impactful solutions for clients by leading complex NetSuite implementations, mentoring junior consultants, and leveraging industry expertise to address their unique needs through best practic...

Drive the development of innovative annuity products to enhance retirement solutions, balancing profitability and regulatory requirements while leading a high-performing team through concept to launch...

Lead a team of financial planners to drive client acquisition and enhance engagement, while fostering a high-performance culture to achieve both team and organizational goals...

Lead and innovate compliance strategies for a dynamic asset management team, guiding policy development and risk assessment while mentoring staff to enhance operational efficiency and regulatory adher...

Drive revenue growth as a Senior Manager, leading annuities sales to establish a high-performing team and a robust operational framework. Collaborate cross-functionally to influence product strategy a...

Lead the development and delivery of advanced AI systems with significant business impact, influencing architecture and engineering practices while ensuring scalability, reliability, and compliance in...

Champion financial excellence by serving as a strategic partner to senior leaders, driving insights and guidance that shape decisions across the US P&C portfolio while influencing long-term business s...

The Senior Consultant, NetSuite is responsible for leading full-cycle NetSuite implementation projects, from discovery to deployment, while ensuring excellent customer service. This role involves coll...

Join our team to lead client retention strategies and develop tailored solutions, fostering strong relationships and ensuring successful proposal delivery for various benefit opportunities across a na...

Drive excellence in Securities Based Lending by providing expert support to Financial Advisors and Private Bankers, ensuring exceptional client service, and developing innovative solutions to enhance...

Drive excellence in trading operations by leading global teams, managing exchanges, and refining processes to enhance client satisfaction and operational efficiency in the dynamic crypto landscape...

Champion cross-functional project delivery by liaising between engineering and business teams. Effectively manage timelines and resources while driving continuous process improvements in a dynamic env...

Strategize growth initiatives for subscription services through data-driven marketing. Lead a small team to optimize channel performance, enhance AI-partnered workflows, and drive measurable business...

Grow your career with us to empower financial professionals by providing expert insights and building lasting relationships in the independent broker dealer channel for retirement income solutions...

Optimize fund administration processes by reviewing valuations, managing audits, and supporting investor relations while ensuring compliance and implementing effective controls for timely fund operati...

Engage as a strategic legal partner, driving innovative solutions in retirement income while managing risks and collaborating with cross-functional teams to support business growth and compliance in a...

Transform ambiguity into clarity as a research leader driving actionable insights and strategic advantage. Build and guide high-performance teams while identifying opportunities across complex market...

Lead the charge in driving sales and managing relationships within the Institutional Advisory Group. Utilize your expertise to grow revenue and serve complex accounts while coordinating with internal...

Launch your career with a dynamic team focused on global asset allocation and portfolio management. Collaborate with experts to enhance investment strategies, optimize portfolios, and drive innovative...

Optimize performance and risk implementations, ensuring tailored solutions meet client needs. Educate customers and support the transition to operational ownership of CRIMS in a collaborative, fast-pa...