Investment Advisor Jobs in Poughkeepsie, NY

Empower your legal career by overseeing claims, litigation, and compliance. Partner with leaders to navigate legal complexities and drive strategic risk mitigation across the organization while foster...

Lead our Resident Consultant team to enhance customer success by strategically partnering with enterprise clients, managing the lifecycle, and ensuring value realization from our services, all while c...

Lead and inspire a sales team focused on K-12 markets. Drive performance, develop strategies and foster a culture of collaboration to exceed sales goals while mentoring future leaders. Unlock potentia...

Drive client success by managing implementation projects, fostering relationships, and leading a dedicated team to enhance customer satisfaction and streamline onboarding processes within the organiza...

Make your mark at a dynamic team where innovation meets collaboration, tackling complex challenges and driving client success through advanced solutions and thoughtful guidance. Elevate your career wh...

Make your mark at the forefront of global benefits administration. Drive day-to-day operations, strategic optimization, and compliance of employee benefits programs in diverse international markets, e...

Elevate client relationships and satisfaction by managing retirement plan assets, conducting reviews, and ensuring compliance, while driving profitability and supporting participant readiness through...

Champion revenue growth by leading a team focused on property and casualty insurance sales. Develop strategies, ensure compliance, and drive client satisfaction to surpass targets in a competitive fin...

Empower growth by leading the in-house accounting operations while establishing scalable processes. Collaborate with finance teams and external partners, ensuring financial accuracy and compliance in...

Transform account management by owning high-value client relationships, guiding strategies for growth, and optimizing customer health insights across segments. Engage collaboratively with cross-functi...

Contribute to the growth of deposit products by optimizing processes, managing projects, and analyzing data. Collaborate with teams, execute product initiatives, and support senior management with ins...

Grow your career with a dynamic role focused on driving revenue through new business development and strong client relationships, utilizing in-person sales, strategic marketing, and effective communic...

Play a key role in driving outbound efforts to generate new business opportunities. Collaborate closely with Account Executives, ensuring a steady pipeline while developing skills for advancement into...

Tackle enterprise healthcare deals by generating pipeline through cold outreach and networking. Leverage creativity and persistence to engage high-value accounts, ensuring swift career progression for...

Transform client relationships by strategically selling solutions and fostering connections through meetings and field visits. Drive sales success and achieve targets through consultative processes an...

Join a team that's dedicated to providing expert equity compensation reporting. In this client-focused role, you will manage production support requests and enhance reporting solutions, ensuring accur...

Shape the future of legal strategy in a dynamic biotech environment, providing critical counsel to Commercial and Medical Affairs teams. Drive compliance, mitigate risks, and support product launches...

Shape the future of commercial strategy by leveraging data analytics to drive decisions. Collaborate with leadership to assess market trends and optimize performance, while overseeing the implementati...

Lead the charge in enhancing our financial operations as a vital resource, overseeing accounting functions, regulatory compliance, and small business lending. Collaborate closely with leadership to dr...

Accelerate your career by leading business development efforts and driving new sales opportunities while supporting existing partnerships in a dynamic sales environment focused on technology-enabled s...

Elevate fraud detection and investigation through data-driven analysis and collaboration, engaging across secured lending product lines to identify, document, and escalate fraud patterns while strengt...

Empower client relationships through strategic technology consultations, aligning client goals with innovative IT solutions while driving roadmaps and budgets for sustained growth in a remote-first en...

Transform mission-critical operations as a leader overseeing advanced ICT design activities. Collaborate across teams, develop strategic initiatives, and foster a culture of excellence while guiding t...

Lead the charge in operational transformation and product optimization across teams, enhancing alignment between business objectives and delivery. Drive agile practices, facilitate collaboration, and...

Join a team that's dedicated to delivering innovative tax solutions for private clients. Lead multiple engagements, strategize for diverse entities, and mentor staff in a collaborative hybrid work env...