Trust Advisor Jobs in Bedford, NY

Lead systematic evaluations of risk management processes to enhance governance. Collaborate with stakeholders to assess internal operations, present findings, and recommend improvements that optimize...

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...

Elevate the customer experience by managing residential transaction workflows, optimizing administrative operations, and leading a talented team to support seamless real estate transactions nationwide...

Drive impactful analyses to guide C-Suite executives and boards in addressing shareholder activism and corporate governance. Utilize quantitative modeling and AI tools to provide strategic insights on...

Elevate your career as you oversee accounting operations across multiple locations, ensuring compliance with GAAP and company policies. Collaborate with regional teams to drive accurate financial repo...

Shape the future of intermediary business by cultivating relationships and driving adoption of investment solutions within major financial firms, while collaborating across teams to support growth and...

Contribute to the evolution of data strategy and ontology development, driving innovative solutions that enhance data management and interoperability across varied domains while supporting AI applicat...

Shape the future of data strategy by leading ontology development to enhance data interoperability. Collaborate with experts across departments to ensure data alignment with business needs while drivi...

Accelerate progress at a fast-growing digital media division, driving business development initiatives with agencies and sales teams to enhance targeted marketing solutions for financial professionals...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Engage with clients as the primary contact for problem resolution and support. Develop strong relationships and lead onboarding initiatives while driving enhancements that elevate the customer experie...

Join our team to manage client relationships in Business Banking, driving revenue growth and client engagement while analyzing risks and delivering tailored solutions. Collaborate effectively to expan...

Pioneer a seamless onboarding experience for Plan Sponsors and Financial Advisors. This role involves managing project timelines, collaborating with stakeholders, and providing expertise in plan desig...

Transform your career by leading risk management and recovery strategies for distressed credit portfolios, collaborating with diverse stakeholders to navigate complex financial challenges and drive su...

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...

Reimagine search strategy as you lead performance and team development across multiple clients, integrating generative AI insights into paid search and delivering impactful results through expert exec...

Join a team that's dedicated to conducting thorough branch examinations across the U.S. Utilize your expertise in securities compliance to ensure adherence to regulations, communicate findings, and su...

Transform high-net-worth client relationships through strategic investment management and business development while mentoring junior team members to drive growth and ensure exceptional service delive...

Deliver impactful paralegal support in regulatory filings and governance for US registered funds. Collaborate with legal teams and train junior paralegals to ensure compliance and efficiency in a fast...

Join a team that's dedicated to providing personalized financial guidance, enhancing client relationships, and developing tailored wealth management strategies to help clients achieve their financial...

Oversee multiple residential construction projects ensuring high standards in budget, schedule, and quality adherence. Collaborate with team members and external stakeholders to enhance the member exp...

Drive compliance excellence by leading the securities and ethics oversight program, designing effective processes across departments, and ensuring robust governance as the subject-matter expert in a h...

Support strategic business initiatives by analyzing data, implementing improvements, and coordinating executive projects. Act as a subject matter expert while driving policy adherence and enhancing ov...

Pioneer effective product strategies as a Product Owner, collaborating across teams to ensure seamless delivery of innovative solutions. Focus on tactical execution and backlog management to enhance u...

Pioneer the origination, structuring, and closing of FHA-insured multifamily and healthcare loans while providing exceptional service and insights throughout the loan process, ensuring compliance and...