Investment Advisor Jobs in Poughkeepsie, NY

Lead the charge in global payroll and tax compliance management. Ensure accuracy in taxability matrices and payroll guides, contribute to financial processes, and drive efficiency through collaboratio...

Pioneer efficient financial solutions that empower Members through data-driven insights. Manage diverse accounting tasks, ensuring compliance, clarity, and streamlined processes while mentoring a team...

Drive business growth by cultivating strategic client partnerships, enhancing solutions through consultative selling, and developing impactful account strategies for success in the process industries...

Join a team that's driving innovative solutions in the wholesale insurance segment. Lead cross-functional collaborations to enhance operational excellence, streamline processes, and unlock measurable...

Unlock potential by driving exceptional sales performance and client engagement. As a key member of our team, you'll convert prospects into clients, articulate program benefits, and manage a dynamic s...

Lead the integration of new data sources into the platform, ensuring rigorous evaluation and accurate mapping. Collaborate across teams to translate requirements into integration specifications, drivi...

Lead the charge in enhancing client SEO strategies by conducting in-depth keyword research, technical audits, and performance analyses to optimize visibility across search platforms while collaboratin...

Oversee the Fintech Compliance program ensuring adherence to regulations. Engage with partners, conduct compliance reviews, and support the compliance management system while fostering collaborative r...

Develop and amplify strategic partnerships within the SMB space, driving lead generation and growth opportunities through relationship management and innovative initiatives in a fast-paced environment...

Lead the charge in adjudicating complex construction defect claims with minimal oversight, fostering exceptional customer service while driving successful financial outcomes and influencing department...

Drive impactful decisions as a Senior Technical Claims Specialist tackling complex construction defect claims, ensuring optimal outcomes for clients while managing high-stakes adjudication with autono...

Accelerate progress at driving measurable customer outcomes by leading value realization initiatives. You'll work closely with strategic accounts, fostering strong partnerships that enhance the overal...

Lead a team to optimize analytics capabilities, drive forecasting, and deliver AI-driven insights that enhance sales performance and support strategic business goals in a collaborative environment...

Transform strategic finance insights by analyzing data to elevate performance across eCommerce channels. Collaborate with cross-functional teams to enhance operational models and drive decision-making...

Transform financial insights into strategic decisions by developing advanced forecasting models and enhancing reporting processes while collaborating with finance and leadership teams to drive busines...

Engage with our leadership to drive marketing strategies, enhance occupancy rates, and oversee community sales efforts. Collaborate with teams to support lead generation activities and maintain servic...

Unlock potential by driving innovative energy solutions through strategic sales cycles. Collaborate with diverse clients to optimize energy management while achieving significant business growth in a...

Champion growth by identifying opportunities and engaging C-level executives across diverse industries. Drive client engagement and build strong relationships to expand market reach and secure high-va...

Pioneer new lending opportunities by sourcing and managing relationships with borrowers and intermediaries, while driving term sheet execution and ensuring alignment with fund objectives. Become a tru...

Help us drive ServiceNow initiatives by partnering with stakeholders to translate needs into actionable user stories, optimizing processes, and ensuring high-quality service delivery in a fast-paced e...

Join us to define and scale a pioneering quant platform, turning alternative datasets into impactful factor products. Collaborate cross-functionally to support systematic investors with innovative, ta...

Unlock potential by collaborating with clients to design and deploy Salesforce solutions. Take a hands-on approach in development and troubleshooting, while engaging in continuous improvement and refi...

Empower stakeholders by providing insightful financial analysis and reporting, supporting strategic decision-making within a dynamic sector. Lead financial management efforts and enhance performance t...

Manage loan documentation processes and closing activities to facilitate seamless transactions in commercial real estate. Collaborate with stakeholders to ensure compliance with underwriting requireme...

Transform your legal career by driving crucial litigation and compliance initiatives, collaborating across teams, and building robust processes in a fast-paced, dynamic environment that values innovat...