Trust Advisor Jobs in Bedford, NY

Empower transformative financial insights by leading diverse transaction advisory projects. Collaborate with top-tier professionals to enhance client value through rigorous analysis, strategic recomme...

Drive growth and success by managing strategic national relationships with key long-term care and pharmacy organizations. Lead sales initiatives and build partnerships while ensuring customer satisfac...

Shape the future of institutional client engagements by driving growth in the Central and Western US. Leverage your expertise in relationship management and asset strategy to secure and expand key cli...

Join a team that's redefining data governance by developing strategies that ensure data accuracy and accessibility across the organization, enhancing decision-making and operational efficiency through...

Explore opportunities in operational oversight, empowering teams to deliver exceptional client service while enhancing branch productivity and compliance with firm policies. Engage stakeholders and le...

Join a team that's at the forefront of M&A intelligence, building a proprietary dataset through high-level conversations with market participants, transforming insights into structured data that empow...

Manage independent oversight of private asset investment strategies, focusing on private credit and CLOs. Utilize data analytics to provide insights, enhance reports, and support risk assessment to en...

Elevate investment strategies within the Consumer Health portfolio, driving sourcing, execution, and value creation. Leverage your experience to lead transactions, support portfolio growth, and mentor...

Champion strategic origination of private real estate debt investments across sectors, leveraging extensive relationships to drive underwrite success and enhance Oaktree's investment pipeline in a col...

Drive excellence in Private Markets by managing client relations, supervising staff, and ensuring accurate financial reporting. Lead operational workflow for accounting, compliance, and audits, foster...

Discover a dynamic role in lending, leading a team while managing complex loan processes and client relationships, ensuring exceptional service and compliance with credit policies in a fast-paced fina...

Empower client success by establishing strategic relationships with 20-40 accounts. Drive growth through data insights, strategic planning, and collaboration with internal teams to meet revenue target...

Engage in meaningful legal and compliance work within a dynamic nonprofit, providing strategic guidance. Collaborate with diverse teams to foster a culture of excellence while navigating complex regul...

Discover your potential as you provide legal guidance in contracts and compliance for a dynamic nonprofit. Collaborate with leadership to enhance governance and foster a culture of excellence in a rap...

Lead critical clinical strategies and ensure regulatory compliance while collaborating across teams to uphold data integrity and support product development initiatives in a dynamic environment...

Join us in supporting students' growth through comprehensive counseling services. Collaborate with teachers and families to provide critical support for at-risk individuals, ensuring they have the nec...

Help us analyze and manage borrower performance while ensuring compliance and mitigating risk. Collaborate internally and externally to deliver robust financial insights while contributing to the over...

Drive the full sales process to secure new opportunities while expanding client relationships, engaging with C-suite executives, and collaborating with cross-functional teams to meet strategic busines...

Deliver strategic advisory and project management support for public health initiatives, influencing partnerships and policy implementation while coordinating high-priority projects with a diverse ran...

Join a team that's redefining talent acquisition, enhancing candidate experiences, and optimizing recruiting infrastructure globally. Drive efficiency with innovative tools and strategies to attract t...

Help us drive growth within the independent wealth management sector by building and nurturing client relationships, executing strategic business plans, and effectively distributing structured investm...

Unlock strategic opportunities by collaborating with senior leaders to drive initiatives, manage relationships, and deliver insights crucial for the organization's growth and development, fostering a...

Reimagine digital solutions as a Lead Developer, spearheading the technical strategy and architecture for diverse revenue-generating platforms while mentoring engineers and collaborating with stakehol...

Lead the charge in managing Transitional Housing Programs, ensuring compliance and strategic alignment with organizational goals. Drive team development, enhance service delivery, and oversee program...

Join a dynamic team as you manage fund valuations and investor relations for our sponsored funds. Collaborate with auditors and contribute to tax compliance while driving operational excellence in a f...