Trust Advisor Jobs in Devens, MA

Drive strategic fundraising initiatives to transform philanthropy, expand donor engagement, and elevate cultural impact through innovative strategies and a collaborative approach, ensuring long-term g...

Deliver expert tax preparation and planning services, building lasting client relationships through effective communication and virtual tools, while supporting diverse business needs in a fast-paced e...

Drive impactful client relationships and lead a skilled team in delivering precise tax planning and compliance services. Leverage your expertise in fiduciary tax matters to support charitable organiza...

Lead the charge in overseeing charitable asset management services, nurturing client relationships and mentoring your team. Drive performance, deliver timely tax solutions, and contribute to business...

Lead the charge in establishing a robust transfer agency oversight function, shaping operational models and governance for global fund activities, and driving excellence across investor onboarding, re...

Join a team that analyzes and underwrites credit requests, manages loan processes, and monitors risk within the portfolio, ensuring compliance and providing excellent customer interaction for optimal...

Transform security risk management by collaborating with engineering and product teams, using deep technical expertise to influence secure architecture, design strategies, and controls across cloud an...

Transform the Trust Asset and Accounting Management System through strategic technical advisement and program coordination. Lead vendor interactions, budget documentation, and reporting via a fully vi...

Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...

Develop and manage high-quality content for a trusted financial brand, focusing on regulatory compliance, institutional credibility, and innovative strategies. Collaborate cross-functionally to drive...

Optimize legal frameworks for financing transactions, guiding investment teams on cross-border negotiations, documenting asset-backed and private placement agreements to mitigate risks and ensure comp...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Join a team that drives compliance and operational readiness in Asset Management by assessing impacts of products and regulations, while fostering collaboration across functional areas and maintaining...

Oversee product vision and roadmap for Enrollment, Wealth, and Investments. Collaborate across teams to drive outcomes and maximize client value while enhancing the customer experience through data-dr...

Empower clients by managing complex trust relationships and providing fiduciary guidance. Utilize your expertise in trust law, taxation, and relationship management to deliver exceptional trust admini...

Join a team that's dedicated to shaping compensation strategies through data-driven insights. Leverage your expertise to influence pay decisions and partner with leaders, ensuring equitable compensati...

Unlock the potential of affordable housing by managing a diverse portfolio. Drive financial performance and compliance while ensuring operational excellence and sustainability, positively impacting co...

Lead the charge in managing affordable housing portfolios to enhance operational and financial performance. Collaborate with cross-functional teams to ensure compliance and sustainability while shapin...

Join a team that's shaping the future of banking by analyzing and underwriting credit requests, managing portfolios, and collaborating closely with clients and professionals to ensure optimal financia...

Empower transformation by leading AI-driven initiatives that enhance business operations and strategic execution within Group Benefits, ensuring innovation aligns with regulatory standards and operati...

Champion operational excellence by overseeing Fidelity Funds Transfer Agent functions, ensuring compliance with policies, and driving process improvements while influencing connections with senior lea...

Join a dynamic team as you support Loan Officers through the loan life cycle, evaluating creditworthiness and ensuring smooth loan processing and closing while analyzing market trends and borrower per...

Drive impactful data governance initiatives, enhancing process efficiency and quality. Collaborate across functions to design solutions that support investment decisions and reporting transparency whi...

Engage with Fidelity's Transfer Agents to ensure compliance and operational integrity while shaping policies and processes. Collaborate with senior management to enhance oversight and be a key influen...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...