Trust Advisor Jobs in Bedford, NY

Engineer global tax provision and reporting processes; lead cross-functional partnerships to enhance compliance, controls, and operational excellence within a complex corporate environment, while driv...

Elevate client experiences through innovative strategies for Donor Advised Fund products. Collaborate with teams to enhance digital workflow tools and promote philanthropic goals, while managing produ...

Drive high-performing team operations while overseeing client services and fund administration. Manage investor transactions and enhance operational workflows to ensure compliance and efficiency in he...

Join a team that's redefining fund administration for hedge and private equity clients. Lead operations, resolve complex issues, and drive process improvements while fostering strong client relationsh...

Unlock your potential as a Municipal Credit Strategist, providing in-depth coverage and insights across diverse sectors, combining qualitative analysis with financial modeling to impact investment dec...

Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...

Lead a high-performing team in delivering innovative fund administration services for alternative investments. Oversee operations, enhance client experiences, ensure compliance, and drive continuous p...

Innovate team operations by leading investor services, enhancing workflows, and ensuring compliance. Serve as the client escalation point, driving improvements for fund administration in a dynamic fin...

Collaborate with global business teams to structure and negotiate complex fintech transactions, ensuring alignment on legal strategies and supporting enterprise growth while managing multiple prioriti...

Play a key role in negotiating complex fintech agreements globally, supporting enterprise sales, and navigating legal challenges in a dynamic, fast-paced environment committed to financial innovation...

Oversee compliance and AML program efforts by monitoring regulatory adherence and evaluating policies, ensuring effective internal controls, and supporting compliance initiatives to drive organization...

Champion market growth by translating strategic initiatives into actionable plans. Collaborate with sales teams and clients to drive success across U.S. credit card, banking, and credit union markets...

Drive enterprise architecture strategy across financial platforms, aligning business goals with technology capabilities. Collaborate with executives to enhance investment processes and ensure regulato...

Transform legal workflows by leading AI-driven backend systems, ensuring secure, efficient integration of cutting-edge technology to enhance lawyer productivity and client trust across diverse platfor...

Advance client relationships by providing exceptional support alongside Financial Advisors. Help drive marketing efforts and operational efficiency for success within the branch, while enhancing servi...

Unlock your potential in managing a diverse ABL portfolio while driving revenue growth and enhancing customer relationships. Collaborate across teams to address credit risk and support client needs in...

Advance strategic initiatives by analyzing complex data, preparing presentations, and synthesizing insights. Collaborate with senior leadership to support key business priorities across the platform i...

Innovate customer success by managing accounts, driving RQI Portfolio adoption, and achieving financial goals. Build long-term relationships and ensure customer satisfaction to enhance the lifesaving...

Lead the charge in transforming the digital asset landscape by driving business development, fostering strategic partnerships, and leveraging market insights to accelerate growth in the cryptocurrency...

Pioneer in fiduciary trust tax services, leveraging expertise to deliver high-quality tax compliance and advisory solutions for clients while supporting collaborative team dynamics and continuous lear...

Shape strategic client relationships by promoting ETFs across multiple channels, leveraging expertise in investment products, and driving sales growth in a multi-state region through effective communi...

Drive operational excellence in broker sales, ensuring seamless onboarding, payment alignment, and system integrity. Collaborate across teams to optimize processes, troubleshoot issues, and enhance ef...

Explore impactful private infrastructure investments, driving growth through innovative structures and due diligence in a dynamic, collaborative environment focused on strategic capital solutions...

Lead the charge in developing and managing Asset Based Lending relationships, enhancing client interactions and driving business growth through strategic market engagement and effective relationship m...

Join our dynamic team to lead buy-side and sell-side financial due diligence, analyzing operational trends and financial statements. Collaborate with clients and team members while delivering insightf...