Investment Advisor Jobs in Poughkeepsie, NY

Partner with us to deliver expert information security consulting and compliance services. Assess organizational practices against industry standards and drive remediation efforts to uphold privacy an...

Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...

Transform the healthcare landscape by collaborating with stakeholders to gather requirements, define processes, and deliver innovative solutions within the core-admin business ecosystem for health pla...

Transform your career as you evaluate complex underwriting applications, guide junior staff, and enhance workflow solutions in a dynamic, remote environment dedicated to innovation and excellence...

Lead the charge in developing high-performing sales teams, guiding Strategic Account Executives to achieve competitive targets, drive business results, and foster professional growth through mentorshi...

Engage in operational excellence by managing derivative trade support, enhancing systems for efficiency, and collaborating with various teams to drive strategic initiatives in a dynamic environment...

Lead the charge in driving regional growth through effective team management, advisor engagement, and strategic sales execution. Foster advisor relationships, ensuring satisfaction and retention while...

Develop innovative marketing strategies by collaborating with clients to enhance engagement and drive growth. Utilize data analytics to optimize campaigns across multiple channels, while managing proj...

Join a team that's transforming the lower middle market by owning sell-side mandate origination and execution as a VP in Sales M&A. Play a critical role in deal pipelines and firm strategy while mento...

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...

Drive strategic initiatives in the Advisor Legacy Policy team by collaborating with leadership, managing inquiries, and creating data-driven insights to enhance program effectiveness and operational e...

Manage daily reserve operations for stablecoin issuance. Ensure funds flow efficiently across banking and on-chain systems, optimizing for client returns while implementing scalable operational contro...

Lead the growth of new relationships and business within the retirement plan industry. Drive sales initiatives by collaborating with financial professionals and strategic partners, ensuring achievemen...

Manage end-to-end technical service delivery, ensuring efficiency and effectiveness while driving continuous improvement alongside internal teams and external partners, all to meet Business needs and...

Transform compliance and legal frameworks while collaborating with diverse teams to ensure the firm's adherence to regulations and effective risk management. Leverage your unique expertise to drive op...

Drive success by overseeing asset management, executing inventory plans, and optimizing product lifecycles while fostering team leadership and strategic supplier relations to enhance market share and...

Trexquant is looking for an experienced quantitative researcher to lead the Systematic ETF Strategy Team. This role involves managing a team to design, implement, and trade systematic ETF-based strate...

Join a team that's redefining Risk Advisory Services by leading strategic initiatives and enhancing client experiences while nurturing talent and driving growth in a fast-paced, collaborative environm...

Drive strategic direction and client service excellence in Risk Advisory, while leading a team and expanding service offerings to meet evolving client needs and industry standards in a fast-paced envi...

Unlock your potential as you manage client relationships and deliver tailored data consulting solutions in the Defined Contribution Plan benefits industry, driving business development and ensuring to...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...

The Flex SMA Operations - Client Services Vice President role at AQR Capital Management involves providing high-level client support and managing the onboarding of new accounts into Flex SMA strategie...

Drive performance improvement in healthcare by leading advisory teams and 340B services, managing client relationships, and delivering optimal solutions while ensuring project quality and profitabilit...

Optimize workforce strategies and productivity through analytical insights and operational efficiencies. Collaborate with cross-functional teams to drive strategic initiatives that enhance performance...

Optimize high-yield bond portfolios by setting investment strategies, conducting thorough research, and managing risk effectively while maintaining strong market connections to drive superior returns...