Trust Advisor Jobs in Bedford, NY

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...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

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...

Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...

Lead the charge in enhancing our U.S. Wealth servicing model, focusing on seamless investor experiences and operational excellence across financial advisors and partners, while driving metrics-driven...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Champion the administration and continuous improvement of employee benefits programs, ensuring compliance and competitiveness while enhancing participant satisfaction and operational efficiency in a c...

Join our dynamic team as a Senior Real Estate Paralegal, supporting complex commercial transactions through title/survey review, document preparation, and stakeholder collaboration while ensuring accu...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Lead the charge in underwriting and executing diverse real estate transactions while mentoring junior professionals. Collaborate across teams to ensure effective deal execution and risk management in...

Accelerate progress at a remote-first organization by leading finance and FP&A. Collaborate closely with executive leadership, drive strategic planning, build teams, and enhance financial frameworks f...