Trust Advisor Jobs in Bedford, NY

Deliver exceptional portfolio management and credit analysis expertise while mentoring junior team members. Collaborate with cross-functional teams to ensure compliance and effective risk management...

Grow your career with a dynamic sales team by establishing relationships in the Investment Banking sector, driving solutions, and exceeding sales objectives while collaborating across departments to e...

Lead seamless client onboarding and operational support for retirement plan services, ensuring efficient coordination and engagement across all client-related activities in a dynamic financial environ...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...

Accelerate your career by managing key investment transactions, sourcing deals, and driving value creation. Utilize your financial expertise to build relationships and deliver results in a fast-paced...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Engage with a high-impact team overseeing legal entity financial analysis, forecasting, and regulatory reporting, ensuring robust governance and safety of bank charters across multiple business lines...

Analyze financial data to drive decision-making and strategic growth. Lead budgeting and expense management while building scalable infrastructure that supports operations. Collaborate with leadership...

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Pioneer revenue growth by owning full-cycle sales and shaping strategies in the U.S. market. Collaborate with leadership to build pipeline and close high-value accounts, establishing market presence w...

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Grow your career with a leadership role overseeing agency lifecycle operations including onboarding, compliance, and servicing while collaborating to streamline processes for optimal efficiency in a r...

Lead the charge in providing strategic legal guidance for U.S. A&H operations, translating complex regulations into actionable business insights while collaborating with cross-functional teams to supp...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Accelerate progress at Wilshire by enhancing compliance for registered funds, ensuring strict adherence to regulations, coordinating board materials, and serving as a key resource in a dynamic, fast-p...

Elevate your career by supporting investment strategies, evaluating acquisitions, and managing diligence in a fast-paced environment, contributing to meaningful deal execution while collaborating with...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Unlock potential by guiding individuals to financial security through retirement planning. Engage with participants via presentations and meetings, while building relationships and achieving strategic...

Shape the future of institutional credit relationships through sourcing, structuring, and maintaining partnerships. Drive strategic initiatives across collateralized lending and structured credit whil...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Architect innovative cloud-based solutions that align technology with business strategy. Collaborate with senior leaders to drive architecture for mission-critical systems, enhancing resilience, scala...