Trust Advisor Jobs in Bedford, NY

Empower growth by underwrite and pricing property treaties; assess risks, provide insights, and build client relationships. Leverage technical expertise and market understanding to enhance profitabili...

Transform your career by overseeing daily KYC operations in post-trade securities, ensuring compliance and accuracy while collaborating with front office teams and outsourced support for streamlined s...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Transform client financial futures by managing and servicing complex trust accounts. Build strong relationships, develop tailored financial strategies, and achieve sales goals while ensuring complianc...

Transform engagement by facilitating corporate management meetings and investor research trips. Collaborate with investment teams and external stakeholders to enhance communication, streamline process...

Support the North America Cat modelling team by delivering timely analyses using AIR/RMS. Collaborate with underwriters to enhance risk assessments, research new vendor models, and facilitate platform...

Lead client relationships by providing personalized financial planning and investment guidance. Collaborate with a dedicated advisory team to help clients navigate complex financial decisions and achi...

Empower clients through expert financial planning and tailored investment guidance. As a senior leader, you'll drive relationship-building and strategic decision-making, ensuring client goals are met...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Unlock potential by managing a comprehensive privacy program, ensuring compliance with regulations, and embedding privacy principles across all operations while serving as an internal expert and colla...

Lead the charge in advancing institutional partnerships and driving revenue growth in the tokenized asset ecosystem. Collaborate cross-functionally to implement a successful go-to-market strategy and...

Empower the Trusts & Estates Center of Excellence by coordinating trainings, maintaining procedural knowledge, and enhancing oversight to ensure quality and risk management across administration proce...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Join a dynamic team to drive software development initiatives, aligning technical execution with business objectives, enhancing stakeholder collaboration, and ensuring smooth project deliveries across...

Champion excellence in client service and tax management for charitable organizations by leading a specialized team. Drive successful planned giving strategies while ensuring compliance and enhancing...

Transform the future of banking by driving strategic institutional tokenization projects across divisions. Collaborate with diverse teams to convert opportunities into executable solutions that incorp...

Shape the future of investment analytics by delivering precise performance attribution and insights across asset classes. Collaborate with investment teams and stakeholders to optimize strategies and...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Join a team that's empowering capital markets by providing legal expertise across diverse investment banking transactions while collaborating with management and compliance to meet dynamic business ne...

Shape the future of investor services by supervising a dedicated team, ensuring efficiency in transaction processing, and fostering client relationships while maintaining regulatory compliance and sup...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Support legal initiatives for U.S. registered funds and retail products. Collaborate with senior management and cross-functional teams to ensure compliance and handle regulatory matters while enhancin...

Join us to empower financial decision-making by overseeing complex credit-risk assessments, ensuring compliance with global standards, and mentoring junior teams in risk management within Trade & Comm...