Investment Advisor Jobs in Poughkeepsie, NY

Transform quantitative analysis to drive insights and optimize loan and line performance. Deliver robust portfolio monitoring, support strategy changes and track outcomes, ensuring data-driven decisio...

Join a dynamic team to develop and analyze complex data reports that drive strategic decisions and insights for stakeholders. Collaborate across departments to enhance data literacy and provide essent...

Engage with distributors to drive sales and revenue growth for market-leading video security products. Cultivate relationships and develop strategies to maximize performance while collaborating with c...

Unlock operational excellence by supporting hedge fund clients with vital middle and back-office functions including reconciliations, trade support, and cash management across diverse investment produ...

Champion innovative product growth by partnering with senior sales leadership to develop key strategies, drive early adoption, and influence market entry across major accounts in a dynamic, remote sal...

Reimagine the future of tech sales by driving growth for cutting-edge products. Collaborate with account teams to launch innovative solutions, influence strategies, and shape market dynamics while bui...

Join a team that's dedicated to leveraging technology to enhance client decision-making. Collaborate on diverse projects like data analytics, software implementation, and client training while ensurin...

Unlock value by driving retirement plan sales, enhancing client relationships, and consulting on compliance. Leverage expertise in ERISA regulations to design tailored plans and deliver exceptional se...

Unlock potential by managing compliance for NERC registered projects, facilitating regulatory filings, collaborating with multidisciplinary teams, and leading stakeholder meetings to ensure operationa...

Optimize real property management operations, ensuring compliance and efficiency while supporting acquisition, reporting, and disposal processes for government assets. Drive effective coordination and...

Advance your career by shaping digital strategies for impactful organizations. Build trust with senior clients, guide transformative decisions, and lead multidisciplinary teams from strategy creation...

Advance strategic initiatives by leading complex acquisitions, driving program efficiency, and ensuring alignment across subsidiaries while managing a team of project managers to deliver optimal resul...

Unlock potential by transforming data into actionable insights through the design and delivery of dynamic dashboards using Tableau and Amazon QuickSight, collaborating closely with stakeholders to dri...

Deliver exceptional service to small business clients by managing account processes, renewals, and premium negotiations. Collaborate with teams to provide solutions, maintain client relations, and ens...

Join a dynamic team to oversee risk management for a fast-growing trading platform, ensuring compliance and developing innovative multi-asset products while analyzing market risks and client impacts...

Empower customer success by owning account strategy and growth. Collaborate with key stakeholders, drive product adoption, and enhance customer satisfaction to contribute to overall company objectives...

Innovate within a leading multi-family capital organization by applying your underwriting expertise. Utilize analytical skills to assess risks, manage complex portfolios, and ensure compliance, all wh...

Pioneer impactful tax strategies and team development while managing client relationships and compliance for insurance-related taxation. Drive growth through mentoring and technical expertise in the e...

Drive growth as an Audit Partner, delivering focused assurance services to middle market clients. Mentor a talented team while directly impacting the firm's success through client engagement and indus...

Analyze and deliver specialized audit services to middle market clients. Mentor associates while driving business growth in the life sciences sector. Collaborate with leadership to enhance client rela...

Collaborate with product teams to craft clear, engaging content that simplifies complex financial concepts for users, leveraging AI to enhance product experiences and streamline content processes...

Drive the accounting department's success by supporting teams with monthly close processes, reconciliations, and financial reporting. Collaborate on analyses and improvement suggestions while maintain...

Optimize client acquisition in healthcare staffing by identifying, securing, and nurturing relationships with new clients. Lead growth initiatives and achieve sales targets through strategic networkin...

Manage global cash management operations, ensuring optimal funding and risk control. Lead a dedicated team while collaborating across departments to enhance service delivery and efficiency in treasury...

Optimize wholesale energy and capacity contracts, ensuring compliance and performance across transactions. Drive process improvements and collaborate with cross-functional teams to align strategic goa...