Investment Advisor Jobs in Poughkeepsie, NY

Elevate your career by leading strategic global accounts, fostering executive relationships, driving revenue growth, and enhancing customer success through effective account management and mentorship...

Drive compliance and innovation in prime brokerage accounting, ensuring effective processes and controls. Lead cross-functional collaborations while managing complex transactions in the dynamic landsc...

Join us to lead and grow our dynamic Vendor Legal team, managing operations and team priorities while fostering collaboration. Engage with cross-functional partners to optimize vendor agreements and d...

Shape the future of organizational operations as a strategic Senior Business Analyst, leading the integration of pivotal initiatives while mentoring teams and aligning business needs with technology s...

Advance your career by leading pension administration and collaborating with clients. Manage complex calculations and ensure quality deliverables in a supportive environment while developing impactful...

Empower growth through expert consulting for franchise strategies, driving engagement and performance. Collaborate with owners to deliver measurable outcomes and optimize business success across diver...

Drive impactful client engagements as a seasoned Workday Financial consultant, guiding project design and implementation while mentoring a team. Contribute to process enhancements and internal initiat...

Contribute to strategic finance as a key partner, shaping product strategies via financial analysis, forecasting, and recommendations to drive profitability and operational success across teams...

Empower the evolution of Apollo's trusted connectivity framework, bridging sales and marketing with reliable execution of GTM motions. Own strategy across deliverability, diagnostics, and seamless sys...

Innovate as you manage diverse client engagements, driving excellence in renewable energy project development and execution while collaborating with experts in a fast-growing team environment...

Join a dynamic team to lead large-scale NetSuite projects, enhancing client experiences through strategic project management and collaboration. Utilize your expertise in pre-sales and implementation t...

Empower our legal strategy by owning the litigation portfolio, managing disputes and regulatory inquiries. Collaborate cross-functionally to translate legal risks into actionable guidance while buildi...

Supervise and lead the Benefits Payment team in delivering efficient retirement services. Manage tasks, oversee staff performance, coordinate projects, and ensure compliance with all operational and r...

Elevate operational excellence by overseeing the Benefits Payment team, ensuring effective distribution and reconciliation of retirement fund benefits while managing project support and compliance wit...

Drive compliance excellence by providing legal analysis and strategic guidance on federal and state regulations. Collaborate cross-functionally to enhance compliance operations and remediation solutio...

Drive collaborative technology initiatives by acting as a vital liaison between business operations and IT, ensuring thorough analysis and clear communication of complex requirements across functions...

Champion sophisticated SaaS & commercial transactions, collaborating with cross-functional teams to drive growth. This high-visibility role demands strong negotiation skills and the ability to balance...

Optimize commercial contracts and compliance in a fast-paced, mission-driven environment. Collaborate across teams to mitigate legal risks while supporting sustainable growth in delivering telehealth...

Lead the charge in overseeing loan accounting, ensuring compliance with GAAP and enhancing internal controls while managing a team to drive operational efficiency and strategic initiatives...

Transform compliance processes by leading adherence to FCRA, FDCPA, and ensuring organizational policies reflect the latest regulatory changes. Collaborate with teams to address compliance issues and...

Join us to lead the creation of a comprehensive data governance framework, ensuring quality and compliance while collaborating with teams to empower data-driven initiatives across the organization...

Drive product strategy and execution within a defined area, translating client needs into actionable roadmaps while collaborating across teams to deliver measurable value and enhance client experience...

Lead the charge in implementing complex benefit solutions for large clients, ensuring smooth onboarding and ongoing satisfaction through effective communication and project management. Collaborate wit...

Oversee and direct complex projects, managing teams to deliver exceptional service and drive business growth while mentoring talent and maintaining key client relationships through all project phases...

Make your mark at a dynamic organization by providing critical financial insights, ensuring compliance, and enhancing accuracy in reporting, reconciliations, and audits to support strategic business d...