Investment Advisor Jobs in Poughkeepsie, NY

Lead the charge in transforming financial institutions through expert analysis, risk management, and client engagement, leveraging your financial services experience to deliver impactful solutions and...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Innovate financial forecasting and analysis by collaborating with executives. Drive strategic decisions through data interpretation and financial modeling while enhancing internal processes and mainta...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Launch your career in financial advising while providing tailored investment solutions. Engage with clients to shape their wealth strategies, ensuring an exceptional service experience and achieving s...

Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...

Engage with clients to provide personalized financial advice, analyze their financial goals, and develop tailored investment strategies while building relationships to enhance client portfolios and ov...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Contribute to strategic revenue growth by leading public sector sales channels, leveraging policy insights and stakeholder relationships to drive market development and close high-value opportunities...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Lead comprehensive asset recovery strategies, managing distressed loans through financial analysis, restructuring, and liquidation while collaborating cross-functionally to maximize recovery outcomes...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Unlock potential by delivering tailored financial planning and benefits optimization for top executives. Collaborate closely with the Executive Planner to enhance client satisfaction and financial out...

Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...

Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...

Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...

Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...

Unlock potential by driving strategic consultant engagement and relationships within the investment management sector. Collaborate with cross-functional teams to enhance client retention and fuel busi...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Transform portfolio management through strategic insights and data-driven analysis as you support the Investment Team in driving the growth and efficiency of long-short and long-only equity portfolios...

Manage first-line trade support for Futures trading desks, ensuring accurate margin settlements and client inquiries. Collaborate cross-functionally, optimize processes, and maintain high service stan...

Drive meaningful client engagement by supporting sales and service activities across U.S. and Canadian markets while leveraging expertise in global equity strategies and fostering strong relationships...