Trust Advisor Jobs in Allentown, PA

Drive client success by providing tailored financial planning and investment management solutions. Engage in a dynamic role that fosters strong client relationships while meeting sales goals within a...

Empower admin workflows in residential transactions. Lead a team, enhance ops, and ensure compliance. Drive quality assurance, systems integration, and streamline processes for a seamless customer exp...

Grow your career with a dynamic approach to managing broker relationships, driving growth and profitable sales through exceptional communication, strategic positioning, and collaboration across teams...

Partner with us to oversee accounting operations across multiple locations, ensuring compliance with GAAP standards and financial controls. Drive month-end close processes and enhance reporting accura...

Champion technical excellence by leading the architectural discipline, enhancing project execution and governance. Collaborate with regional leaders to establish standards and foster innovation, ensur...

Elevate client relationships by delivering targeted digital campaigns and driving growth in a high-energy role that shapes media strategies for leading U.S. higher education institutions, while collab...

Shape onboarding experiences by managing project timelines and collaborating cross-functionally to ensure successful transitions for plans on our platform. Drive client advocacy and provide expertise...

Drive operational excellence in fund accounting, leading a skilled team to enhance financial reporting processes, manage key client relationships, and oversee compliance to ensure the highest standard...

Optimize your legal and investment expertise as you analyze and support litigation finance portfolios. Collaborate with cross-functional teams to track and evaluate investments, offering insights in a...

Accelerate project success by overseeing complex implementations and leading stakeholder engagement. Mentor less experienced Project Managers while ensuring quality, risk management, and budget adhere...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Empower a high-performing sales team to drive $2.5M+ in annual revenue through strategic leadership, data-driven decisions, and effective coaching, ensuring a robust sales pipeline while positioning o...

Join a team that's dedicated to elevating construction client relationships and driving impactful risk analyses. Contribute to tailored solutions, program administration, and collaborative initiatives...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Join a high-performing team as you lead client account management, driving revenue growth and operational excellence while overseeing contract negotiations and ensuring strong client relationships...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Partner with us to lead a dynamic engineering team, driving the growth and reliability of our innovative platform while ensuring exceptional execution across the software development lifecycle...

Grow your career with a role focused on driving revenue and innovation through strategic partnerships. Collaborate with leaders to optimize product offerings and enhance relationships, impacting savin...

Pioneer growth by optimizing partnerships and innovating wealth solutions, collaborating across teams to drive revenue and enhance client experiences. Lead strategic initiatives to expand reach and de...

Advance commercial growth in the tokenized asset ecosystem, fostering partnerships and scaling adoption through strategic BD initiatives. Collaborate cross-functionally to shape the future of finance...

Empower growth in the tokenized asset ecosystem by leading strategic partnerships and market expansion initiatives. Collaborate with stakeholders and cross-functional teams to enhance product adoption...

Join a team that’s driving innovation in the venture capital space by sourcing and assessing investment opportunities in dynamic sectors. Collaborate with entrepreneurs and contribute to transformativ...

Lead a dedicated team of Financial Advisors, overseeing recruitment, training, and performance management to enhance sales and deepen client relationships while ensuring regulatory compliance in assig...

Unlock potential by leading and mentoring a team of Financial Advisors to enhance sales productivity, ensure compliance, and develop strong partnerships for client growth in the Mass Affluent market...

Elevate your career by preparing vital financial reports, managing treasury systems, and collaborating with key stakeholders to ensure compliance, accuracy, and efficient cash management within a dyna...