Investment Advisor Jobs in Poughkeepsie, NY

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...

Support enterprise endpoint environments by troubleshooting, administering, and improving systems. Collaborate with teams to ensure compliance and enhance endpoint security using Microsoft Intune and...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Shape the future of retirement plan onboarding by managing installations, ensuring compliance, and fostering client relationships. Leverage your expertise to lead mid to large plan conversions while m...

Elevate sales success by driving revenue growth within the banking sector. Own the complete sales lifecycle, develop new leads, and foster relationships with mid-tier clients to ensure sustained busin...

Elevate mid-market growth by driving total sales lifecycle in the banking sector. Build lasting business relationships, manage pipelines, and lead efforts to exceed revenue goals through innovative so...

Drive analysis and research to optimize portfolio strategies across diverse alternative funds. Collaborate with teams to manage macro portfolios and identify opportunities, employing quantitative meth...

Lead innovative curriculum design to enhance educational outcomes across projects. Collaborate with state leaders and manage a team ensuring quality delivery and rigorous standards alignment in instru...

Join our dynamic sales team as a Business Development Representative, driving lead generation, building relationships with prospects, and shaping a strong sales pipeline to support growth within the f...

Lead financial strategy and reporting efforts while overseeing compliance and audit processes. Collaborate cross-functionally to enhance operational efficiency and ensure accurate financial management...

Provide financial insights and analysis to drive strategic decisions within R&D/Product. Collaborate with stakeholders to deliver accurate forecasts and optimize financial performance across product p...

Transform property title management through complex research, analysis, and resolution of title issues. Collaborate with clients and teams, ensuring timely closings while mentoring junior agents and m...

Transform client outcomes by leveraging analytics and market intelligence to develop strategic insights. Collaborate with cross-functional teams to enhance program performance in managed care, ensurin...

Elevate your career by designing innovative software solutions that drive business success. Collaborate with diverse teams while working on cutting-edge technologies to automate processes and ensure e...

Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...

Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...

Help us enhance member experiences by leading a team focused on core and voluntary benefits, ensuring service quality, operational performance, and continuous process improvement for optimal employee...

Join us to shape the future of revenue control, driving scalability in financial operations. You'll oversee accounting processes, revenue calculations, and reporting while collaborating across teams t...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Elevate the refinance channel by building strong relationships with enterprise lenders and loan officers. Strategically execute sales initiatives, leverage partnerships, and utilize consultative selli...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Champion advisor relationships through virtual and in-person interactions, driving asset growth and engagement within targeted territories. Collaborate with teams to manage a comprehensive strategy fo...

Contribute to effective anti-money laundering investigations by leveraging your expertise as a Subject Matter Expert. Elevate team performance through mentorship and collaboration, while conducting th...