Trust Advisor Jobs in Bedford, NY

Join a team that's pivotal in driving investor relations and fundraising initiatives. Collaborate with senior professionals to create impactful marketing materials, leverage AI tools, and enhance oper...

Lead the legal function for a growing portfolio, optimizing structures and managing transactions. Engage with senior leadership to design governance and compliance frameworks while leveraging AI tools...

Transform the roadshow experience by organizing and managing equity presentations. Collaborate with diverse teams, while executing logistics for both in-person and virtual events that connect clients...

Engage in impactful transaction management within Private Equity fundraising, collaborating with senior bankers to enhance client relations and drive investor commitments for North American clients in...

Champion data governance and quality initiatives, ensuring proper management of critical data assets and collaboration with stakeholders to meet enterprise-wide data standards and compliance in the Pr...

Drive your career forward as you coordinate SCIB lending transactions, ensuring accuracy and compliance from pre-approval to post-close. Engage cross-functional teams to streamline processes, enhance...

Shape the future of pharmacy services by providing strategic advice and innovative solutions that enhance profitability and operational efficiency. Collaborate with leaders to drive initiatives that e...

Grow your career with a strategic role in managing institutional client relationships, driving retention, and expanding value through tailored research services in a dynamic investment environment. Em...

Empower the future of venture capital by sourcing innovative startups and evaluating groundbreaking business ideas in a dynamic investment team that champions entrepreneurial spirit and strategic insi...

Join a team that's deploying AI agents to transform enterprise client workflows. Engage in hands-on integration, performance tuning, and expansion efforts to ensure agents resolve tickets reliably and...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Pioneer a robust network security environment by defining standards and leading zero-trust strategies while ensuring compliance and protecting sensitive data throughout cloud and on-premises infrastru...

Champion your career by leading transformative trade lifecycle initiatives, enhancing operational capabilities, and collaborating with diverse teams to drive innovative solutions within the hedge fund...

Transform client relationships by delivering exceptional asset allocation and portfolio analytics in collaboration with Financial Advisors for high-net-worth individuals and families. Participate in a...

Launch your career in financial advising while providing tailored investment solutions. Engage with clients to shape their wealth strategies, ensuring an exceptional service experience and achieving s...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Manage compliance operations by supervising training programs, reviews, and federal regulations. Collaborate across teams to enhance internal controls and mitigate risks. Ensure adherence to laws with...

Champion the evolution of legal operations by enhancing invoice management processes and tools, collaborating with internal teams and outside counsel, and driving innovation while providing functional...

Lead the charge in driving new business sales through strategic partnerships with major benefit distributors. Engage in comprehensive market analysis, effective relationship management, and proactive...

Execute comprehensive security compliance and risk management initiatives, enhance audit readiness, and drive continuous improvement by collaborating with cross-functional teams to uphold security sta...

Join a team that's transforming healthcare through innovative Epic solutions. Utilize your expertise to guide clients, enhance systems, and deliver impactful results in a collaborative environment tha...

Empower transformation by leading the design of end-to-end Salesforce solutions. Collaborate with stakeholders, provide technical guidance, and ensure compliance while optimizing performance and manag...

Elevate your career by negotiating global trading documentation, ensuring compliance and enhancing policies within capital markets. Collaborate effectively to manage a diverse workload and drive conti...

Drive excellence in residential construction project management by assisting on budgeting, scheduling, and communication. Collaborate with teams to ensure quality and efficiency while upholding the Di...