Trust Advisor Jobs in Bedford, NY

Pioneer innovative quantitative investment strategies and solutions, collaborating across teams to design and market complex derivatives. Drive excellence in execution and performance monitoring while...

Unlock potential by owning compliance for multiple states, adapting policies, and ensuring readiness for licensure and audits. Collaborate closely with operations to navigate regulatory landscapes and...

Transform the customer engagement landscape by leading a dynamic team of Account Managers to enhance revenue growth and retention in a fast-paced, high-performance sales environment. Drive strategic i...

Drive your career with an established firm as you lead sales and build relationships with financial intermediaries in a defined territory, supporting the growth of investment products and achieving bu...

Tackle high-value Medicare Supplement claims while ensuring compliance. Serve as a key expert in risk management practices and drive operational excellence through collaboration and training. Optimize...

Champion the optimization of servicing operations by driving technology and transaction management enhancements. Collaborate with cross-functional teams to streamline data processes and improve client...

Join us to elevate your career as you develop account plans for corporate clients, drive new business opportunities, and manage the entire sales cycle with a focus on solution selling. Collaborate acr...

Unlock new business opportunities by managing accounts and driving sales. Engage with corporate clients, execute account strategies, and collaborate cross-functionally to exceed revenue targets while...

Join a dynamic team to drive sales for legal solutions by managing accounts, developing strategies, and exceeding revenue targets through proactive prospecting and strong relationship building with co...

Shape the future of growth strategy by driving initiatives that optimize sales processes and enhance advisor success, collaboration, and integration across teams to achieve exceptional client experien...

Drive exceptional customer experiences for a high-risk credit portfolio. Leverage expertise to manage risks, enhance profitability, and advise stakeholders on complex credit transactions while ensurin...

Champion legal operations by managing contracts, compliance, and corporate governance while enhancing process efficiency. Collaborate across functions to deliver streamlined support for legal function...

Advance client relationships in wealth management, driving team performance and collaboration with internal partners to optimize business growth and ensure risk compliance within a dynamic market for...

Empower our legal strategy by owning the litigation portfolio, managing disputes and regulatory inquiries. Collaborate cross-functionally to translate legal risks into actionable guidance while buildi...

Elevate the mortgage industry by empowering financial accuracy and compliance! As a key accountant, you will lead loan-level processes and deliver insightful financial support while ensuring exception...

Lead the charge in federal project management, ensuring effective media monitoring and multimedia production while coordinating with clients, managing risks, and delivering high-quality results under...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Champion strategic treasury operations by optimizing cash flow management, developing automated workflows, and mitigating financial risk, all while enhancing operational efficiency across multiple cur...

Advance client engagement by managing teams, delivering high-quality services, and leading financial due diligence for M&A and other transactions in a collaborative environment focused on growth and c...

Take ownership of US benefits strategy and vendor management. Design comprehensive health plans, oversee compliance, and enhance employee wellbeing initiatives. Drive operational efficiency and ensure...

Unlock potential by leading the development and execution of comprehensive benefits strategies, managing vendor relationships, ensuring compliance, and enhancing employee wellbeing while collaborating...

Shape the future of employee benefits by leading strategic initiatives for health plan design, vendor management, and compliance. Drive holistic wellbeing strategies and ensure operational efficiency...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Architect innovative quantitative investment strategies using derivatives and alternative data. Collaborate across teams to customize solutions, ensuring efficient execution and driving positive clien...

Advance your career as a Tax Manager specializing in Real Estate. Collaborate closely with clients and lead a talented team, providing expert advisory services while driving client success and enhanci...