Investment Advisor Jobs in Poughkeepsie, NY

Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...

Join a dynamic sales team driving business growth in the banking sector by generating leads, managing pipeline, and fostering client relationships to achieve revenue targets for assigned accounts, whi...

Lead transformative sales initiatives in the banking sector, focusing on revenue growth and strong client relationships. Drive pipeline development and manage the entire sales cycle to exceed targets...

Lead the charge in managing and enhancing client relationships for defined contribution and pension plans. Collaborate with stakeholders to address needs, resolve issues, and deliver innovative soluti...

Drive impactful financial analysis and reporting in a healthcare setting. Collaborate cross-functionally to enhance operational efficiency, ensure data integrity, and provide actionable insights that...

Drive accuracy in reconciling and analyzing P&L and risk positions. Collaborate closely with Traders and Finance teams while ensuring compliance and reporting within a fast-paced environment. Your det...

Lead transformative business development initiatives by leveraging your existing nonprofit network to drive growth, engage stakeholders, and close enterprise-level consulting deals. Embrace autonomy w...

Drive transformative finance solutions as a strategic advisor and leader. Oversee finance engagements, enhance performance, and foster relationships to elevate client success and organizational value...

Provide compliance insights and guidance to management, ensuring adherence to laws and regulations for global asset management. Lead the Marketing Compliance team in monitoring practices and developin...

Lead the charge in enhancing client relationships by delivering exceptional service and implementing scalable improvements across institutional business processes and cross-functional teams...

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Shape innovative real estate strategies to support dynamic growth initiatives. Collaborate with cross-functional teams and lead critical projects, driving successful program launches and effective lea...

Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...

Optimize tax compliance and planning for high-net-worth individuals in a sophisticated investment platform. Collaborate with internal teams and external providers to ensure accurate and timely tax rep...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Elevate business intelligence by designing and implementing AI-driven solutions that turn complex data into actionable insights, improving operational efficiency and compliance. Collaborate with teams...

Join a team that's dedicated to fostering client success through strategic leadership, executive engagement, and operational excellence, ensuring long-term satisfaction and growth across healthcare te...

Champion compliance excellence for the Global Macro business by providing strategic guidance, enhancing controls, and leading investigations while ensuring adherence to regulatory standards and firm p...

Shape the future of financial sales as a leader driving growth in mid-market banking. You'll own the complete sales cycle, manage key relationships, and exceed revenue targets while fostering lasting...

Join a team that's redefining capital markets by leveraging analytics and collaboration to enhance lending operations. Shape strategic financial decisions and engage with cross-functional partners to...

Contribute to strong relationships and sales with strategic wirehouse firms by engaging with financial advisors, delivering insights, and leveraging investment solutions to drive growth in a competiti...

Join a fast-paced team to conduct comprehensive borrower financial analyses, prepare detailed reports, and collaborate closely with credit officers to enhance lending decisions and uphold asset qualit...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Optimized product management in Capital Markets, collaborating to enhance digital solutions that meet user needs and drive efficiency across Wealth Management platforms. Engage with stakeholders to pr...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...