Investment Advisor Jobs in Poughkeepsie, NY

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...

Elevate technology solutions by providing expert guidance in complex portfolio architecture. Drive strategic software development, maintain standards across various platforms, and foster collaboration...

Optimize client engagement by delivering impactful analytics insights to bank leaders, shaping strategic decisions, and evolving Institutional Client Intelligence offerings within a dynamic global mar...

Shape the future of security compliance by leading a global team of experts, ensuring timely, high-quality responses to client questionnaires in a fast-paced, remote-first environment while enhancing...

Champion your career by leading product strategy for an innovative trading platform. Collaborate with cross-functional teams to transform trader insights into regulatory-compliant features, shaping th...

Help us transform the customer experience in annuity sales by guiding clients through the buying process, ensuring clarity, and fostering trust while contributing to the development of a groundbreakin...

Unlock your potential as you drive Agile software development, translating business needs into actionable requirements and documentation while collaborating with cross-functional teams to enhance ente...

Lead the charge in translating business needs into actionable Agile deliverables. Collaborate with diverse teams to streamline software solutions, facilitate stakeholder communication, and maintain pr...

Explore innovative talent strategies in a high-impact recruitment role, partnering with leaders to attract top clinical research professionals and drive organizational success through analytics and ex...

Empower global tax strategies by leveraging your extensive experience in international tax planning, including M&A advisory and compliance oversight. Collaborate with leadership to enhance corporate t...

Transform your career as a Tax Manager, overseeing diverse tax engagements, mentoring staff, and enhancing client relationships in a supportive environment that promotes growth and innovation...

Elevate member relationships by marketing essential financial products to existing and potential clients. Leverage your expertise in sales and analytics to meet member needs and enhance financial part...

Lead the charge in developing and managing broker strategies to drive sales and growth. Collaborate with internal teams, build long-term relationships, and utilize product knowledge to enhance TriNet...

Optimize financial performance by executing budgeting, forecasting, and analysis processes. Drive insights through collaboration with cross-functional teams to enhance operational decisions and align...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Inspire operational excellence by leading global treasury functions, optimizing cash management, and supporting financial decision-making. Collaborate across departments to enhance liquidity, banking...

Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...

Accelerate business growth by driving sales in ERP and cloud financial systems. Build trusted relationships with clients as you lead solution discussions and manage multi-million dollar implementation...

Champion innovative clinical trials as a Sub-Investigator, enhancing research through virtual and in-person patient interactions, administering investigational products, and ensuring compliance with p...

Lead the charge in shaping AI product strategy for digital solutions, driving engagement and efficiency for wealth management clients. Collaborate across teams to launch innovative AI-powered products...

Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...

Shape the future of business intelligence by designing and implementing scalable data solutions. Engage with stakeholders, promote data governance, and foster a culture of analytics to enhance operati...