Data Governance Manager
Hudson Valley Credit Union · Poughkeepsie, NY · 2 wk ago
EngineeringFull-time
Job Summary
The role is responsible for managing client relationships, providing financial advice, and ensuring compliance with regulatory standards.
Responsibilities
- Develop and maintain strong client relationships through regular communication and service delivery
- Provide personalized financial planning and investment advice to clients
- Conduct thorough risk assessments and ensure compliance with all relevant regulations
- Stay updated on industry trends and best practices to provide the best possible service
Requirements
- Bachelor's degree in Finance, Economics, or a related field
- Minimum 3 years of experience in financial services or related field
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
Qualifications
- Series 7 and Series 66 licenses preferred
- Experience with financial planning software is a plus
Benefits
- Competitive salary package
- Health insurance coverage
- 401(k) retirement plan
Pay
$50,000 - $60,000 annually
Schedule
Full-time position, Monday through Friday, 9 AM to 5 PM