Trust Advisor Jobs in Bedford, NY

Develop and oversee innovative content strategies for high net worth audiences. Collaborate with cross-functional teams to create impactful, audience-centric messaging, driving engagement and brand au...

Transform the client experience by facilitating property applications, managing communications, and ensuring efficient closings, all while collaborating closely with diverse stakeholders throughout th...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Take ownership of key product initiatives within claims operations, driving system enhancements and process improvements. Collaborate with stakeholders to deliver innovative solutions that enhance bus...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Join the team driving engagement with ultra-high-net-worth clients, focusing on pipeline development and enhancing client experiences through outreach and gallery events, all while achieving shared pr...

Provide essential support for institutional clients by partnering with relationship managers, coordinating efforts, enhancing presentations, and managing data to drive team success and client satisfac...

Champion the audit response process by leveraging your legal expertise to ensure timely, accurate, and compliant responses for clients' auditors while collaborating across teams and maintaining confid...

Oversee and transform fee calculation and performance processes, utilizing automation and technology to deliver scalable, production-grade solutions that enhance operational efficiency in private mark...

Play a key role in shaping legal strategies across commercial, compliance, and IP domains. Collaborate with teams to navigate complex contracts and ensure regulatory compliance while supporting innova...

Partner with us to engage taxable investors, enhancing client relationships and providing comprehensive support to our U.S. Wealth team, while fostering collaboration across departments to elevate ser...

Unlock potential by leading product strategy in a fast-paced tech environment. Drive market opportunities, collaborate cross-functionally, and manage product roadmaps to deliver high-quality solutions...

Unlock potential by leading data governance strategies to enhance data quality and compliance. Collaborate with cross-functional teams to implement robust data management practices and ensure alignmen...

Lead the charge in actuarial pricing within a dynamic team, advising on reinsurance strategies and conducting critical analyses to drive informed decision-making. Gain visibility with senior leadershi...

Lead the charge in cultivating and expanding institutional client relationships within the private credit space, ensuring optimal retention and growth through strategic engagement and data-driven insi...

Engage with executive leadership to drive enterprise risk management, compliance, and strategic guidance. Oversee contract risk, insurance, and cross-functional initiatives, fostering a proactive cult...

Unlock potential by owning the demo platform and tooling, crafting impactful workflows, and collaborating with teams to deliver compelling product demonstrations for prospects...

Join our dynamic legal team to support commercial operations and compliance in a high-growth technology environment. Collaborate with cross-functional teams to manage legal risks across US and interna...

Advance financial integrity by managing fund accounting functions, ensuring accuracy in reporting and compliance, and fostering collaboration across departments to support investment activities and me...

Champion strategic initiatives and partnerships to foster sustainable growth and operational efficiency within the health system. Collaborate with stakeholders to drive financial planning and innovati...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Collaborate with Investment Advisors to optimize client engagements and support financial goals. Contribute to portfolio recommendations while fostering client relationships and adhering to regulatory...