Investment Advisor Jobs in Poughkeepsie, NY

Shape the future of compliance by leading regulatory initiatives in AML and KYC, ensuring adherence to laws across various iCapital jurisdictions while collaborating with senior compliance officials a...

Optimize trading UI systems using Microsoft .Net technologies. Deliver innovative solutions by collaborating with cross-functional teams in a hybrid work environment, focusing on Cash Equity Trading U...

Elevate security standards and compliance practices while leading risk assessments and audits. Engage with customer security needs and manage cross-functional initiatives, driving relentless improveme...

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...

Drive personal production in traditional life and annuity products, including whole life, term, universal life, fixed annuities, and indexed annuities, serving clients primarily in the 55 to 70 age ra...

Launch your career by overseeing facility planning and renovation projects, enhancing branch space efficiency, and managing vendor relationships in a fully remote role. Collaborate on budgets and proc...

Lead impactful BI development to drive data-driven decisions across healthcare. Collaborate with stakeholders, design dashboards, and optimize processes for operational and clinical insights, enhancin...

Optimize the loan application process by managing a diverse portfolio of commercial loans, ensuring a seamless transition from application to preclosing through collaboration and effective communicati...

Join a team that's pivotal in managing commercial loan applications, ensuring smooth processing from application through preclosing. Collaborate with various teams to drive efficiency, quality, and co...

Drive strategic fleet operations, ensuring optimal vehicle performance, compliance, and cost efficiency. Collaborate with cross-functional teams to deliver robust fleet management and enhance overall...

Transform enterprise partnerships by driving account growth, fostering relationships, and optimizing sales processes. Collaborate with internal teams, lead post-sales management, and utilize data insi...

Lead the charge in architecting fund structures and ensuring regulatory compliance for a dynamic investment platform. As a strategic advisor, you'll streamline documentation and enhance relationships...

Lead the charge in financial due diligence for M&A transactions, managing engagements, analyzing financial data, mentoring junior staff, and collaborating with clients to assess risks and drive value...

Drive growth and retention strategies for customer accounts, ensuring high satisfaction levels while fostering strong relationships and facilitating multi-level engagement across client teams for opti...

Join a team that drives strategic investment initiatives by engaging advisors, managing relationships, and advancing opportunities in alternative investments, ensuring success in a dynamic financial s...

Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...

Transform client relationships by identifying mortgage opportunities and providing tailored advice to meet customer needs while achieving sales goals in a dynamic, compliance-driven environment...

The Wholesale Account Executive is responsible for marketing wholesale and correspondent mortgage products to prospective brokers and managing established broker relationships. This role involves form...

Drive successful land acquisition strategies for utility and infrastructure projects, ensuring regulatory compliance and effective stakeholder engagement. This role demands strong negotiation and proj...

Unlock potential by driving AI-powered workflow solutions to enhance business processes. Collaborate closely with cross-functional teams and stakeholders to identify challenges and deliver measurable...

Unlock potential by joining a dynamic legal team to negotiate and structure complex derivatives agreements across various asset classes, ensuring compliance within a regulated trading environment whil...

Unlock value by partnering with finance leaders to drive enterprise planning, budgeting, forecasting, and reporting. Engage in data accuracy, support financial system enhancements, and contribute insi...

Transform digital product strategies into measurable outcomes by leveraging data analytics. Collaborate with cross-functional teams to drive business growth, enhance customer engagement, and innovate...

Support client onboarding by managing documentation, enhancing the client experience, and ensuring compliance while collaborating with advisors to address client needs and operational tasks. Help shap...

Elevate progress at a leading funds practice, shaping strategy, delivery, and team-building in a collaborative, innovative environment with a focus on AI-driven solutions...