Investment Advisor Jobs in Poughkeepsie, NY

Bring your expertise to managing employee benefits clients, ensuring exceptional service across renewals, open enrollment, and benefit administration. Collaborate with internal teams and clients to de...

Champion front-end excellence by architecting and owning a robust design system, enabling seamless collaboration between UX and engineering to deliver high-quality, accessible user experiences at spee...

Empower growth by underwrite and pricing property treaties; assess risks, provide insights, and build client relationships. Leverage technical expertise and market understanding to enhance profitabili...

Engage in a pivotal role delivering Identity Management solutions, leading clients through software implementations and collaborating with cross-functional teams, ensuring customer success and satisfa...

Drive impactful risk solutions by partnering with stakeholders to analyze requirements, design data flows, and execute UAT. Contribute to the SDLC while collaborating with teams to ensure seamless int...

Unlock potential by leading the Agency Underwriting Scenario Team, managing escalated loan reviews, and enhancing communication across departments to ensure effective underwriting solutions and risk m...

Transform product visions into actionable user stories and requirements. Collaborate closely with development teams while ensuring alignment with the product roadmap and effectively communicating cust...

Drive multi-dimensional revenue growth for high-value accounts by shaping client strategies and navigating complex relationships. Influence senior stakeholders and identify innovative opportunities to...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Optimize financial operations by managing accounting for private foundations, ensuring accuracy in reporting, and leading audits while enhancing processes across multiple entities to support organizat...

Manage complex real property functions, ensuring accurate acquisition, reporting, and compliance in line with Air Force guidelines. Collaborate with various entities to maintain effective real propert...

Transform relationships into growth by managing a diverse portfolio of global ecommerce merchants. Build strategic partnerships, optimize client experiences, and drive revenue through collaboration an...

Help us build a robust operational platform by architecting investor onboarding and trade operations. You'll shape critical processes, mentor junior analysts, and ensure seamless coordination across m...

Transform data-driven strategies as a senior leader, championing AI and analytics for a mission-critical platform. Drive innovation, collaborate with cross-functional teams, and ensure scalable value...

Elevate your career by managing a diverse portfolio of employer clients, enhancing their benefits experience, and driving business growth through collaborative partnership and innovative solutions acr...

Champion customer success by driving product adoption and engagement. Collaborate cross-functionally to align customer goals with solutions, ensuring value realization and long-term success through ef...

Empower growth by leading sales efforts and forging partnerships with customers, acting as a trusted consultant. Drive strategies in a dynamic environment to meet sales targets while fostering a cultu...

Shape the future of our enterprise sales segment by driving growth and account success. Take ownership of new logo acquisitions, deepen existing client relationships, and establish best practices for...

Champion appraisal excellence by leveraging expertise in multifamily and commercial properties. Drive accuracy and credibility in valuation through rigorous analysis and collaboration while nurturing...

Contribute to our Corporate Accounting team by overseeing global financial closes, ensuring compliance with U.S. GAAP, and collaborating with cross-functional teams to support our rapidly growing mult...

Oversee comprehensive loan and pool accounting processes, ensuring compliance and operational efficiencies while leading a team to deliver accurate financial management and reporting across multiple e...

Engage key accounts, enhance partnerships, and drive growth in the SMB sector. Harness your sales expertise to develop strategic referral networks while collaborating cross-functionally to innovate an...

Lead the charge in driving sales performance across districts while mentoring Directors of Sales. Optimize market strategies and strengthen dealer relationships to achieve sustained growth and P&L suc...

Unlock new opportunities by managing a diverse portfolio of wholesale accounts, fostering relationships, implementing marketing strategies, and ensuring regulatory compliance to maximize profitability...

Join a team that's dedicated to managing and expanding key commercial customer accounts. As the primary point of contact, you’ll drive opportunities from inquiry to operational handoff, fostering stro...