Investment Advisor Jobs in Poughkeepsie, NY

Lead the charge in defining and executing strategic marketing for enterprise and institutional client segments. Drive growth through impactful positioning, collaboration, and thought leadership across...

Empower our growth by developing and optimizing product assortments across multiple channels, leveraging data-driven insights and strategic vendor partnerships to enhance customer experiences and driv...

Lead the charge in expanding client revenue while driving strategic business planning and fostering a high-performance culture. Serve as a trusted advisor and maintain quality standards across client...

Build and maintain strategic partnerships to foster growth in our Workforce Benefits sector. Collaborate with internal teams, negotiate agreements, and ensure accountability while driving mutual value...

Drive innovative research in equity strategies through data analysis and machine learning. Collaborate with a diverse team to build and assess alpha-generating models while enhancing investment strate...

Drive financial accuracy by overseeing complex accounting tasks, ensuring compliance with GAAP, analyzing revenues, and enhancing processes, all while collaborating with teams to improve operational e...

Join us to lead and shape high-impact strategies across diverse client engagements. You’ll oversee strategic initiatives, mentor teams, and cultivate client relationships while delivering exceptional...

Drive AI innovation in Wealth Management's risk workflows, shaping responsible AI strategies, collaborating across teams to enhance operational efficiency while ensuring compliance and governance with...

Partner with us to ensure compliance and governance in federal IT policy. This role involves drafting key documents, maintaining a compliance dashboard, and facilitating stakeholder interactions to up...

Unlock potential by leading enterprise data strategy and governance initiatives, driving cross-functional collaboration, and fostering data-driven decision-making across the organization to enhance op...

Empower admin workflows in residential transactions. Lead a team, enhance ops, and ensure compliance. Drive quality assurance, systems integration, and streamline processes for a seamless customer exp...

The Account Executive at Jarvis ML will be responsible for end-to-end sales, managing client engagements, and facilitating proof-of-concept conversions into full-term contracts. This role requires str...

Transform the Commercial Lines department by mentoring leadership, resolving client issues, and driving team performance. Oversee operations, implement training, and adopt innovative technologies for...

Shape the future of finance within Private Equity portfolio companies by enhancing CFO capabilities, driving operational excellence, and building robust financial models to support strategic decision...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Grow your career by developing strategic relationships with crop insurance agents, driving sales growth through extensive travel and market insights, while collaborating cross-functionally to enhance...

Shape the future of crop insurance by developing strategic relationships and driving profitable growth through extensive networking and insights. Collaborate effectively across teams while ensuring co...

Join a team that's cultivating strong business relationships to drive sales growth. You will manage client interactions, market Cambria's products, and build valuable partnerships within the design an...

Champion the evolution of enterprise sales by driving growth through innovative AI legal tech strategies. Collaborate with cross-functional teams to enhance law firm-client connections and maximize ad...

Engage with students and parents as a Senior Academic Advisor, driving enrollment through consultative sales. Build trust, provide tailored recommendations, and refine processes to enhance the student...

Unlock potential by leading database administration projects. Provide specialized guidance, manage a team, optimize performance, and ensure the reliability of application databases while navigating co...

Manage and expand a diverse portfolio of accounts while driving sales and implementing strategies for business growth. Collaborate with practice leadership and utilize proprietary systems to enhance t...

Lead transformative retail construction projects, ensuring on-time, budget-compliant delivery while fostering collaboration with stakeholders and maintaining operational integrity in dynamic environme...

Unlock potential by leading innovative compensation consulting projects, driving new revenue through strategic relationships, and ensuring high-quality deliverables that align with client needs. This...

Drive client engagements by leading compensation consulting projects, building strategic relationships, and ensuring high-quality deliverables while generating revenue through new client acquisition a...