Trust Advisor Jobs in Bedford, NY

Unlock potential by managing retirement plan accounts, ensuring compliance, enhancing client satisfaction, and building strong relationships with sponsors and brokers to navigate complex plan issues w...

Lead the charge in operationalizing AI governance at scale, ensuring policies, standards, and controls are embedded within AI models and workflows, promoting responsible adoption while minimizing risk...

Empower decision-making by transforming financial data into actionable insights. Collaborate across teams to enhance capital reporting, support regulatory initiatives, and ensure governance in a dynam...

Deliver comprehensive audit leadership and insights by overseeing complex assignments within financial services. Manage all phases of audit execution, drive stakeholder engagement, and leverage analyt...

Champion complex audit projects for global markets, focusing on Clearing Broker Dealer. Collaborate with stakeholders, drive assessments, and implement innovative solutions to enhance audit effectiven...

Transform wealth management solutions by conducting advanced legal research and supporting strategic planning for High Net Worth clients. Collaborate with advisors to enhance client relationships and...

Shape the future of family office services by leveraging partnerships and innovative solutions to transform how clients manage wealth through holistic financial services, all while driving cross-funct...

Accelerate your career by providing strategic financial leadership and oversight in a dynamic hotel environment. Collaborate across departments to ensure compliance, optimize performance, and support...

Lead the charge in our dynamic Transaction Advisory Services team, conducting critical due diligence for clients in the healthcare space. Collaborate across all levels to deliver insightful financial...

Unlock new opportunities by collaborating across integrated teams to deliver comprehensive client solutions. Shape strategies while driving measurable impact for advisors, enhancing their practices an...

Join a team that's focused on enhancing business continuity strategies to ensure operational resilience. Support incident management and recovery planning while collaborating across various business l...

Accelerate progress at advisor productivity through strategic training programs. Lead national initiatives to enhance training, optimize onboarding, and foster strong networks among Private Wealth Adv...

Support the legal team by managing corporate governance, real estate transactions, and diverse legal matters. Collaborate with stakeholders while ensuring efficient document preparation and compliance...

Empower our partner ecosystem by leading technology relationships and ensuring alignment with business objectives. Collaborate across teams to enhance governance, compliance, and innovative solutions...

Join a team that's critical in overseeing contract administration across multiple projects. This role ensures compliance, manages changes, tracks performance, and fosters collaborative contractor rela...

Advance investment banking strategies by collaborating on M&A transactions, conducting financial analyses, and supporting capital markets processes in the dynamic Software sector, while fostering clie...

Accelerate progress at the intersection of finance and data analytics, driving investment banking initiatives for large-cap corporate clients in Latin America through expert analytical support, due di...

Partner with us to transform cybersecurity by leading the evolution to a distributed platform security model, embedding accountability in real-time across cloud, SaaS, and AI environments while collab...

Engage with clients as a thought leader in Managed Services, fostering relationships and delivering strategic solutions for legal firms, while driving growth in a dynamic environment...

Elevate our sales strategy by leading account management and driving revenue growth in a high-impact dual-role, blending new logo acquisition with team management potential across regulated industries...

Transform the lending experience by leading a cross-functional team to develop innovative financial products that enhance customer engagement and operational efficiency in a dynamic, fast-paced enviro...

Shape the future of partnerships by leading innovative strategies that drive revenue growth and strengthen brand collaborations in the dynamic sports and entertainment landscape. Collaborate, inspire...

Shape the future of corporate governance by supporting public reporting, board coordination, and compliance efforts. Collaborate with legal teams in a dynamic environment, ensuring effective entity ma...

Engage in high-level management and execution of syndicated loan transactions. Lead a team to deliver innovative solutions while ensuring operational excellence and strong stakeholder relationships in...

Shape our finance initiatives by driving month-end close activities, enhancing operational processes, and spearheading ERP system implementations. Collaborate across functions to ensure financial inte...