Investment Advisor Jobs in Poughkeepsie, NY

Advance risk management practices by collaborating with business units to implement comprehensive controls and processes for operational risks, particularly in Private Markets and Alternative Investme...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Partner with us to enhance financial strategies, providing expert planning and analysis for clients. Drive comprehensive financial solutions and foster ongoing relationships within the financial servi...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Lead the charge in shaping investment management strategies by advising top asset and wealth management firms. Collaborate with senior executives to drive transformative change, enhance growth strateg...

Join us in shaping strategic capital deployment to drive M&A and organic growth initiatives. Lead complex financial analyses, collaborating with senior leaders to optimize our investment portfolio and...

Help us empower clients as a FINRA Licensed Advisor, guiding them through retirement solutions with ongoing warm leads. Enjoy a supportive remote environment with competitive compensation, bonuses, an...

Engage with mid-market clients to drive business growth by leading the full sales cycle, from outreach to close, in a dynamic and collaborative consulting environment focused on technology solutions...

Drive client success by implementing CRIMS solutions, analyzing requirements, and providing training. Collaborate with teams to ensure high-quality service delivery in financial management while enhan...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Contribute to investor communications by analyzing financial performance and shaping strategic messaging. Collaborate with executives to enhance investor relations and deliver impactful materials that...

Join a dynamic team to develop key institutional relationships in Australia and Oceania, driving sales and strategic solutions across alternative investments while collaborating with global colleagues...

Elevate your career by managing retirement plan conversions while ensuring accuracy in on-boarding and client communications. Collaborate with teams, anticipate client needs, and pursue ongoing profes...

Champion client data governance by centralizing permissions management, enhancing data privacy, and driving operational efficiency while ensuring compliance across all systems and workflows...

Lead the charge in crafting impactful internal events to enhance culture and engagement. Collaborate across teams to ensure innovative experiences that align with strategic goals, managing logistics...

Lead the charge in revolutionizing wealth management by engaging high-net-worth prospects and driving sales success through proven strategies and dedicated support, enabling unmatched growth within a...

Transform the landscape of investment solutions, leading the operational, strategic, and innovative aspects of model portfolios and managed accounts to drive growth and client satisfaction across dive...

Join a dynamic team as a technical leader driving innovative portfolio management solutions, ensuring seamless integration and operational excellence across vendor and internal platforms to support in...

Lead the charge in driving insurance sales performance and premium growth within the automotive finance sector. Collaborate across teams to enhance product offerings and strategically influence embedd...

The Estate and Tax Planning Legal Associate will support the Dalio Family Office in designing and implementing sophisticated estate and tax planning strategies for family members and related entities...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Advance your career by driving business growth in the financial sector. Engage prospects, develop relationships, and utilize strategic selling techniques to exceed revenue goals while managing a robus...

Join a dynamic team to design automated reporting solutions, lead regulatory filings, and enhance compliance processes by collaborating across functions and implementing technical solutions. Drive imp...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Unlock your potential in a dynamic role focused on enhancing client success. Drive growth through strategic partnerships in the fast-paced Zillow Rentals Team, delivering exceptional service while nav...