Your search resulted in 24 "Project Manager" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Project Manager
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Project Manager?
A Project Manager reports to the Director of Project Management and leverages best practices and Central Hudson’s methodology to deliver moderate to large scale infrastructure projects within scope, schedule, and cost criteria. This position partners with key stakeholders to plan and manage cross-functional teams to a clearly defined set of common goals. Project Managers play a significant role in obtaining jurisdictional project permits, allowing construction to commence on a timeframe consistent with Company budget plans.
What does a Project Manager do?
- Manages large-scale electric, gas and/or building infrastructure projects assigned to the Project Management Office (PMO)
- Coordinates project team members including customers, consultants, engineers and the environmental, real property, corporate communications, and construction departments
- Responsible for overall project success including project planning and scheduling, creating budgets, cash flow schedules and projections, cost monitoring, and change management
- Responsible for both written and presentation reporting including key performance indicators
- Leads project permitting, risk assessments, quality control, meetings, etc.
- Develops contractor and vendor work scopes and requests-for-proposals
- Assists engineers in materials and vendor procurement
- Contributes to overall program and portfolio management
- Promotes project management best practices throughout the organization, and provides support services for other project teams in accordance with the project management office mission
- Completes special projects and assignments as assigned including process improvement initiatives
- Provides support during storm restoration efforts
What does it take to be a Project Manager?
Required:
- Bachelor’s degree in project management, construction management, engineering or a related field. In lieu of a bachelors degree, an associates degree in project management, construction management, engineering or a related field and 3 years of work experience in utilities, construction management or a related field
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly
- Experience leading project teams for small, medium and large projects
- Excellent verbal/written communication, organization, and leadership skills
- Valid driver’s license
Preferred:
- Proficiency with Microsoft Project
- Experience in CPM Gantt chart scheduling
- Experience mentoring Project Managers and others acting in a project manager role for projects not directly managed through the PMO
Applications will be accepted until June 05, 2024.
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $89,100 - $187,600
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/2/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Business Relationship Manager?
A Business Relationship Manager (BRM) is a person who works strategically with business units to ensure that the supporting technology portfolio and business requirements are aligned and prioritized to meet the business unit’s objectives. A BRM, through collaborative relationships with the business units of the company, will act as the primary liaison between the business and the Technology organization, focusing on understanding the business needs and objectives, building strong relationships, managing and prioritizing demand, and ensuring that technology solutions and services align with and support those goals. The BRM provides ongoing consultive support to business areas on technology best-practices to develop solutions to business challenges, maximize the value of the company’s application portfolio, and drive continuous process improvement.
This resource is part of a new team of BRMs who support various lines of business within the company. BRMs will be assigned to the following specific areas of expertise – Electric & Gas Operations and Engineering, Customer Experience and Customer Services, Utility Work and Asset Management, and ERP/Finance. Job responsibilities may evolve over time.
What does a Business Relationship Manager do?
The Business Relationship Manager is responsible for the following:
- Acts as primary point of contact for assigned business units to establish trust, foster strong partnerships, and manage expectations.
- Develops a full understanding of core business processes, supporting solutions and technologies.
- Provides ongoing strategic consulting support and guidance to the Business Areas on best-practice, efficient, and effective use of technology to support business processes.
- Responsible for compiling requirements definition, Benefit Cost Analysis, estimating, and monitoring of benefits realization.
- Ensures adherence of business requests through the Technology intake process and evangelizes the importance of governance to business stakeholders.
- Proactively identifies areas of opportunity to apply existing technologies for new business demand, process improvement, and cost efficiencies.
- Complements the Application Support, Infrastructure & Operations and Project Management teams who have tactical and operational project responsibilities.
- Anticipates and plans for future technology needs and demands based on business growth and changes.
- Maintains comprehensive documentation of business requirements, project plans, and status reports to ensure transparency and accountability.
- Supports the escalation of risks, issues, actions, & decisions within the portfolio to ensure on-time / on-budget / in-scope project delivery.
- Leads efforts to resolve complex issues or challenges related to IT services within assigned business area(s) working to ensure minimal disruption to business operations.
- Promotes innovation and adoption of new technologies that can provide competitive advantages and operational efficiencies
- Understands the business perspective and takes necessary action to integrate business requirements into Technology processes and solutions, based upon the overall strategic direction of the Company
- May lead change management or training initiatives to ensure smooth adoption and implementation of new technologies and processes.
- Provides support for storm restoration efforts
What does it take to be a Business Relationship Manager?
Required:
- Bachelor’s Degree in Information Systems, Business, Engineering or a related field and relevant IT, business or utility industry experience. In lieu of a bachelor’s degree, an associate’s degree in the aforementioned fields and 3 years of relevant IT, business or utility industry experience or a high school diploma or equivalency degree and 5 years of relevant IT, business or utility industry experience
- Strong financial acumen
- Ability to partner and effectively engage with individuals at all levels of the organization, to drive consensus and alignment with empathy.
- Exceptional written and verbal communication skills
- Highly organized, detail oriented, able to work with minimal direction, able to handle multiple and shifting priorities, and have a passion for learning, value, service, and quality
- Ability to analyze complex business problems & synthesize a large variety of information to yield actionable decisions & recommendations
- Familiarity with IT concepts and technology trends
- Excellent presentation skills and be comfortable working in a collaborative, high performing team environment
- Valid driver’s license
Preferred:
- Experience in the energy & utilities industry
- Certified Business Relationship Manager (CBRM) or ITIL certification
- 3 years of business analysis experience, e.g. developing business use cases, business requirements, process documentation, process flow and data flow diagrams, user acceptance test plans, etc.
- 3 years of experience leading, developing and executing strategic plans and/or project portfolios
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience. Pay range: $51,400 – $144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/14/24
Benefits:
- Competitive salaries
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan
- Life Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Travel Insurance
- Paid Holidays and Vacation
What is a Gas Compliance Analyst?
The Gas Compliance Analyst works to improve the overall effectiveness of the company’s natural gas construction, inspection and maintenance programs.
What does a Gas Compliance Analystdo?
- Audits records associated with construction, inspection and maintenance activities of those personnel and contractors engaged in the company’s natural gas operations.
- Ensures inspection and maintenance records are recorded in an appropriate manner and confirms the quality and completeness of documentation.
- Provides analytical support to deliver performance feedback to the management team.
- Assists in identifying and recommending process improvements that foster continuous improvement in compliance, individual and area performance, and overall group performance
- Works closely with other groups, within and outside the Company, to quickly resolve emerging issues and contribute to the solution of problems.
- Oversees and coordinates the Operator Qualification (OQ) Compliance Program and assists with ensuring gas compliance across the company.
- Evaluates the effectiveness of the Company’s OQ program and pipeline safety performance with State and Federal codes.
- Monitors, tracks, assigns and maintains employee OQ records and schedule dates for recertification.
- Acts as the OQ Site Administrator performing duties such as scheduling exams.
- Represents the Company as a member of the Northeast Gas Association Training and OQ Committees.
- Provides support for storm/emergency restoration efforts
What does it take to be a Gas Compliance Analyst?
Required:
- A bachelor’s degree in Engineering, Business Administration, or a related field of study. In lieu of a bachelor’s degree, an associates in the aforementioned fields and 3 years of experience or a high school diploma or equivalency degree and 5 years of related experience will be considered
- Excellent organizational skills with the ability to prioritize workload and multiple projects to meet deadlines
- Must be able to communicate and interact effectively in a multi-functional and diverse organization.
- Must be able to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.
- Must be proficient in Microsoft Office and other software applications.
- Ability to handle sensitive and/or confidential documents and information
- Must be self-motivated, display good problem-solving skills and a strong attention to detail, and work as a team player
- A valid driver’s license
Preferred:
- Bachelor’s or Master’s degree in Engineering
- Gas Industry and Operator Qualification knowledge
- Experience in Planning, Scheduling and Project Management coordination
Applications will be accepted until May 30, 2024.
This position has a career path which allows for advancement opportunities within a job series. The title and level are commensurate with experience.
Pay range: $78,900-$144,900
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/7/24
We’ve been making cheese since 2007… come join the team!
We are located in the beautiful mid-Hudson; our Creamery sits among the fields and rolling hills of our sister company Chaseholm Farm, which practices regenerative, grass-fed dairying. We are currently a small, human-scale operation of 5-6 full time staff sending high-quality artisan cheese out into the Hudson Valley, NYC area and beyond, and we are at an exciting stage of growth and expansion. We are currently looking for 1 full-time and 1 part-time team member but are flexible in terms of schedule. Reach out to us and let’s talk about our needs and yours!
Working at the Creamery is a fast-paced, engaging experience. We start the day early saying hello to the Chaseholm cows, picking up milk, and off we go! We’re a small team and we do most things by hand – we are artisans after all! It is an intensive work environment, but at the end of the day, you get to point to a delicious, ripe Camembert or a nutty, delightful slice of Tomme and say, “I made that!” No day is the same; you’ll never get bored and you’ll learn a lot. You’ll be able to get involved in all aspects of cheesemaking:
- Milk receiving and pasteurizing
- Cheese making and production
- Cheese ripening and affinage
- Cheese packaging and labeling
- Recordkeeping and analysis
- Cleaning and sanitation
Additional areas you could get involved in include:
- Mechanical plant and equipment maintenance
- Food safety regulation and compliance
- Sales and customer service at farmers’ markets across the region (please see the farmers’ market associate job posting!)
- Accounts management with our retail and distributor partners
You do NOT need experience in cheesemaking or food production! We will teach you. However, there are a few qualities that our ideal candidate will have.
You MUST have:
- A reliable means of transportation: our rural location is not accessible by public transportation
- The ability to handle physically demanding work, lift 30 lbs comfortably, remain moving on your feet for a few hours at a time (with breaks of course!): certain tasks are possible to complete while sitting but there is definitely a lot of walking around on the processing floor!
- A strong work ethic with regards to time management: when you’re on the clock you’re working efficiently
Ideally, you are also:
- Proactive: you take the initiative to start the next task
- Ready to take ownership of a project or area, learn the ins + outs, and follow through to completion
- Attentive to details and able to maintain focus through a repetitive task
- Able to communicate clearly and respectfully with others about your needs and team needs
- Interested in learning about the art + science of cheesemaking: you don’t need to become an expert but we’d like for you to understand the “why” behind the “what” so you are able to execute tasks efficiently and make best judgements to produce the best quality cheese
We are indeed a small team and do our best to support each other as we juggle each day’s and week’s tasks. We like to plan ahead but look to remain flexible as different needs come up. We often work in teams on larger tasks and solo on other small ones. We like to work hard so we can play hard, we know that beer tastes better ice cold, and we’ve enjoyed many a team pizza party and bonfire cookout. Sometimes we’ll do both at once: you might find us one day blasting pop tunes as we clean cheese equipment and the next day listening to some delightful classical music as we press cheese curds into their final forms.
We are ideally looking for a full-time staff for Monday-Friday or and for part-time help for limited, flexible hours including the weekend. We are flexible, reach out to us and let’s see if we can find a fit! We look forward to hearing from you. Say cheese!
- Full Time
- July 1st
- $18-25 Hour
- 100 CHASE ROAD, PINE PLAINS, NY, NY 12567
- 6/6/24
A well-established, mid-size commercial construction firm based in Orange County, New York, is actively seeking a Director of Construction to join and lead their team in collaboration with the company's founders.
Salary: $120,000 - $150,000, depending on experience
Location: Newburgh, NY
This executive-level role demands a seasoned construction professional with a proven track record as a leader in successful commercial construction projects. The Director of Construction will spearhead operational excellence, nurture client relationships, and ensure the successful delivery of projects within specified timelines and budgets.
Candidates must reside within a 45-minute commute to Newburgh, NY, to be considered for this position.
Director of Construction Responsibilities include:
Strategic Leadership:
- Develop and execute strategic plans to achieve the company's construction objectives.
- Provide visionary leadership to the construction team, fostering a culture of excellence, collaboration, and innovation.
- Collaborate with executive leadership to align construction strategies with overall company goals.
Project Management:
- Oversee the entire construction project lifecycle, from pre-construction planning to project closeout.
- Ensure projects are executed efficiently, adhering to schedules and budget constraints.
- Monitor project progress and proactively address any issues or challenges that may arise.
Client Relationship Management:
- Cultivate and sustain strong relationships with clients, architects, subcontractors, and other stakeholders.
- Collaborate with the business development team to identify and pursue new business opportunities.
- Ensure client satisfaction by delivering high-quality projects that meet or exceed expectations.
Team Development:
- Recruit, train, and mentor construction personnel, fostering a culture of continuous learning and development.
- Provide leadership and guidance to the construction team, promoting a collaborative and results-driven environment.
Financial Oversight:
- Manage the financial aspects of construction projects, including budgeting, forecasting, and cost control.
- Implement strategies to maximize profitability while maintaining high-quality standards.
Qualifications:
- Bachelor's degree in Construction Management, Civil Engineering preferred but not required.
- Proven experience as a senior leader in the commercial construction industry.
- Strong project management skills with a track record of successfully delivering complex projects.
- Excellent communication and interpersonal skills.
- Demonstrated ability to build and maintain client relationships.
- In-depth knowledge of construction regulations, codes, and industry best practices.
- Financial acumen and experience managing construction budgets.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $120,000 - $150,000 Year
- Newburgh, NY 12550
- 6/10/24
Are you an experienced Heavy Equipment Operator with a minimum of 5 years of experience in a construction environment? We are seeking skilled individuals who are passionate about operating heavy equipment and dedicated to producing high-quality work. Candidates must live within a reasonable commute to New Paltz, NY.
Heavy Equipment Operator Requirements:
- Minimum of 5 years of experience operating heavy equipment in a construction environment.
- Valid driver's license and clean driving record.
- Proficient in operating a range of heavy equipment machinery.
- Strong knowledge of construction site safety protocols and procedures.
- Ability to read and interpret construction plans and specifications.
- Excellent problem-solving skills and ability to adapt to changing work demands.
- Strong work ethic and commitment to producing high-quality results.
- Willingness to work flexible hours, including overtime and weekends as required.
Heavy Equipment Operator Benefits:
- Compensation of $30+ an hour (with overtime opportunities).
- Extremely affordable health, dental, and vision insurance.
- Additional benefits may be provided (specifics to be discussed during the interview process).
Heavy Equipment Operator Responsibilities:
- Operate and maintain a variety of heavy equipment, including but not limited to bulldozers, excavators, loaders, and graders.
- Safely and efficiently perform various tasks such as grading, excavation, trenching, and material handling.
- Adhere to all safety guidelines and ensure equipment is properly maintained and inspected.
- Collaborate with the construction team to ensure projects are completed within designated timelines.
- Perform routine maintenance and minor repairs on equipment when necessary.
Join our team and become an integral part of a leading construction company in New Paltz, New York. Apply today by sending your resume. We look forward to hearing from you.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $30+ Year
- New Paltz, NY 12561
- 6/10/24
Job Title: SAP Sales Assistant
Location: Danbury, CT
Type: Temporary to Permanent
Schedule: Monday-Friday, 8:30 AM - 5:00 PM
Pay Rate: $22 - $28 per hour
About Us: We are a leading company in the HVAC industry located in Danbury, CT, seeking a detail-oriented SAP Sales Assistant to join our Inside Sales Team. This position offers the opportunity for growth and advancement within our organization.
SAP Sales Assistant Requirements:
- Proven experience in a sales support or administrative role, preferably in the HVAC industry.
- Strong proficiency in SAP software with 1-3 years of hands-on experience.
- Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
- Mechanical and technical knowledge of HVAC parts and systems preferred.
- Exceptional attention to detail and accuracy in all tasks and communications.
- Effective communication skills, both written and verbal, to interact with team members and clients professionally.
Why Join Us:
- Opportunity to work with a dynamic team in a fast-paced and rewarding industry.
- Chance for career growth and advancement within the company.
- Competitive pay rate and benefits package.
- Collaborative and supportive work environment focused on teamwork and innovation.
SAP Sales Assistant Responsibilities:
- Provide essential support to the Inside Sales Team by assisting with various tasks and projects.
- Create accurate and timely quotes for clients based on their specifications and requirements.
- Facilitate the submission of client orders, ensuring completeness and accuracy in the process.
- Utilize mechanical and technical knowledge of HVAC parts to assist customers effectively.
- Utilize SAP software to manage sales orders, inventory, and customer data efficiently (1-3 years of SAP experience required).
If you are a motivated individual with SAP experience and a passion for providing excellent sales support, we want to hear from you! Apply now to join our team as a SAP Sales Assistant and take the next step in your career.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $22 - $28 Hour
- Danbury, CT 06810
- 6/10/24
Job Title: Construction Bookkeeper
Location: Salt Point, NY
Type: Temporary to Permanent
Salary: $25 - $30 per hour
Schedule: Monday - Friday, 8:00 am - 4:30 pm
Are you a detail-oriented individual with a knack for numbers and a passion for the construction industry? We are seeking a Construction Bookkeeper to join our team in Salt Point, NY. This is an excellent opportunity for someone with experience in both QuickBooks and construction to showcase their skills in a dynamic and growing environment.
Construction Bookkeeper Requirements:
- Previous experience as a bookkeeper, preferably in the construction industry
- Proficiency in QuickBooks and Microsoft Excel
- Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Knowledge of construction terminology and processes is highly desirable
Construction Bookkeeper Responsibilities:
- Manage all aspects of accounts payable and receivable
- Process payroll accurately and efficiently
- Maintain organized financial records for multiple construction projects
- Reconcile bank statements and credit card transactions
- Assist with budgeting and financial forecasting
- Generate reports for management as needed
- Ensure compliance with all accounting standards and regulations
If you are a self-motivated individual with a passion for numbers and a desire to grow in the construction industry, we want to hear from you! This is a temporary-to-permanent position with competitive hourly pay and the opportunity for advancement. Apply today!
Why choose Ethan Allen Workforce Solutions? We offer many entry level administrative positions that are great for candidates who are looking to expand their skill set or get their foot in the door with many companies in the Hudson Valley. We’ve built our relationships with clients based on the candidates we send them, and they trust that we will send them top quality candidates. Candidates love working with us because we are able to find them work quickly. Our employees are paid on a weekly basis and are afforded the opportunity to enroll in our health insurance plan. Many of our positions are temp-to-hire, meaning that after a certain amount of time, the client can choose to hire our employee as one of their own.
Ethan Allen Workforce Solutions are Equal Opportunity Employers
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$30 Hour
- Poughkeepsie, NY 12601
- 6/10/24
Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24
Hudson Valley Credit Union is currently recruiting for a Director of Digital Channels. Primary Function: Responsible for the profitability, growth, engagement, and efficiency of the HVCU digital channels. Drive new member acquisition, deposit, and loan growth via digital channels. Enable innovation across HVCU digital properties and media. In collaboration with other departments, drive the ongoing roadmap for Digital Services to grow and penetrate target markets via digital acquisition, retention and cross selling strategies. Deepen member relationships and the end user digital experience.
Responsibilities
- Drive digital strategies and long-term vision to build best-in-class digital channel experience.
- Craft a vision for the product lines and convert it to a concrete strategy (short- and long-term).
- Participate in market research, validation, and white space analysis to identify opportunities for new or existing features and functionalities.
- Partner with internal stakeholders (Sales, IT, Operations) to build and manage roadmaps all digital channels.
- Oversee requirements discovery, solution design, user story writing, feature development, and user acceptance testing.
- Partner with the executive team to identify key capabilities needed as well as potential issues.
- Partner regularly with cross-functional teams to ensure alignment on feature development and prioritization.
- Work with product marketing to develop positioning and messaging and ensure differentiation from competitors.
- Monitor and evaluate product performance to facilitate continuous iteration and improvement
- Drive digital strategy and tactics for acquiring new members, meeting online sales goals, increasing brand awareness and consistency in existing and new markets.
- Lead overall execution of lead generation programs using paid search, content marketing, digital display, remarketing, social advertising, mobile, video, email, and webinars.
- Drive member engagement, satisfaction, and growth by delivering exceptional digital experiences and leveraging emerging technologies.
- In the digital sector, develop and implement testing strategies to improve KPIs including creative/copy testing, audience segmentation, ad placements, and retargeting strategy to maximize acquisition and conversion performance.
- Measure and report on performance of all member digital experiences and assess against goals (ROI and KPIs). Make actionable recommendations for improving performance and meeting HVCU strategic goals.
- Remain abreast of external and internal product and service trends impacts, compliance and other regulatory requirements (i.e. ADA, GDRP) in the financial services industry including consumer behavior, economic conditions, technological and digital advances, and other factors. Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality..
Qualifications
- Bachelor’s Degree in Digital Marketing or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years work history in Digital Marketing.
- Minimum 5 years management experience in a Credit Union, Financial Institution, or Advertising Industry is required.
- Strong project management experience/skills in media placement and direct mail promotions is required.
- Experience in managing projects with outside vendors is required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Bachelor’s Degree in Digital Marketing or related field or at least 2 years equivalent experience for each undergraduate year not completed required; undergraduate degree cannot substitute for minimum number of years of experience.
- Minimum 7 years work history in Digital Marketing.
- Minimum 5 years management experience in a Credit Union, Financial Institution, or Advertising Industry is required.
- Strong project management experience/skills in media placement and direct mail promotions is required.
- Experience in managing projects with outside vendors is required.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Drive digital strategies and long-term vision to build best-in-class digital channel experience.
- Craft a vision for the product lines and convert it to a concrete strategy (short- and long-term).
- Participate in market research, validation, and white space analysis to identify opportunities for new or existing features and functionalities.
- Partner with internal stakeholders (Sales, IT, Operations) to build and manage roadmaps all digital channels.
- Oversee requirements discovery, solution design, user story writing, feature development, and user acceptance testing.
- Partner with the executive team to identify key capabilities needed as well as potential issues.
- Partner regularly with cross-functional teams to ensure alignment on feature development and prioritization.
- Work with product marketing to develop positioning and messaging and ensure differentiation from competitors.
- Monitor and evaluate product performance to facilitate continuous iteration and improvement
- Drive digital strategy and tactics for acquiring new members, meeting online sales goals, increasing brand awareness and consistency in existing and new markets.
- Lead overall execution of lead generation programs using paid search, content marketing, digital display, remarketing, social advertising, mobile, video, email, and webinars.
- Drive member engagement, satisfaction, and growth by delivering exceptional digital experiences and leveraging emerging technologies.
- In the digital sector, develop and implement testing strategies to improve KPIs including creative/copy testing, audience segmentation, ad placements, and retargeting strategy to maximize acquisition and conversion performance.
- Measure and report on performance of all member digital experiences and assess against goals (ROI and KPIs). Make actionable recommendations for improving performance and meeting HVCU strategic goals.
- Remain abreast of external and internal product and service trends impacts, compliance and other regulatory requirements (i.e. ADA, GDRP) in the financial services industry including consumer behavior, economic conditions, technological and digital advances, and other factors. Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality..
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/12/24