Trust Advisor Jobs in Boston, MA

Join as a Wealth Transaction Monitoring Lead to design and implement advanced models, ensuring compliance and risk mitigation in financial transactions. Collaborate with stakeholders to integrate stat...

Transform critical loan portfolios by leveraging credit skills and collaboration to manage distressed assets, mitigate risks, and support strategic financial restructuring initiatives, all while ensur...

Join a dynamic legal team to advise on fund formation, compliance, and investor matters for a sophisticated private markets platform. Collaborate closely with internal and external partners to support...

Partner with us to develop innovative digital asset accounting solutions, collaborating with internal teams and clients to enhance fund accounting processes for digital assets, particularly in alterna...

Drive the creation and oversight of a risk framework that balances growth with security. Partner with cross-functional teams to implement risk strategies operationally, while conveying insights to exe...

Unlock potential by delivering tailored financial solutions, building client relationships, and achieving sales goals. Leverage your expertise to guide clients through investment strategies while ensu...

Lead architectural vision for luxury developments, guiding projects from acquisition to delivery. Collaborate with teams to ensure design integrity and quality across the portfolio while advising exec...

Join a team that's dedicated to optimizing loan operations through data-driven solutions. As a Senior Business Analyst, you'll bridge business needs and technical execution, leading projects that enha...

Drive new-client acquisition by managing the full sales cycle, from prospecting to contract signing. Collaborate with marketing and commercial teams to deliver tailored solutions and build executive r...

Join a team that's dedicated to overseeing complex examinations and regulatory compliance. As a leader, you'll guide staff, analyze industry trends, and represent the agency in high-level discussions...

Drive the examination program for SROs, overseeing complex inspections, guiding staff, and analyzing industry trends to ensure compliance and effective regulatory oversight in a dynamic environment...

Join a dynamic team as you lead complex examinations and inspections, guiding staff and influencing regulatory practices. Your expertise will shape industry standards while ensuring compliance with fe...

Analyze complex investigations independently, develop risk-based strategies, and mentor staff while collaborating with regulatory partners to enhance compliance and protect market integrity...

Join us to shape innovative product solutions in the ETF space, collaborating across teams to translate market needs into scalable offerings that deliver value while balancing technical and operationa...

Innovate in AI-native primary care by leading a dynamic medical group. Manage physicians, enhance care delivery, and shape clinical programs while maintaining direct patient care involvement. Drive ex...

Transform the Platform organization by owning roadmap planning, development processes, and cross-functional coordination. Drive execution and ensure alignment with business goals while providing leade...

Champion client financial success by delivering tailored investment and insurance solutions. Build strong relationships, achieve sales goals, and ensure compliance while providing exceptional service...

Join a dynamic team as a subject-matter expert, providing strategic guidance and bespoke insurance solutions for complex multi-generational family offices, while influencing product development and en...

Lead strategic introductions to C-suite executives in healthcare, leveraging a robust network to facilitate first meetings and enhance client relationships, while supporting business development effor...

Unlock your potential as a Senior Manager in Strategic Business Solutions, leading client engagements, tax planning, and team development while fostering strong relationships and managing diverse proj...

Transform risk management practices by providing independent, objective audit assurance. Engage with senior management, assess Treasury operations, and enhance controls over Interest Rate Risk and Ass...

Shape the future of business architecture by aligning capabilities and operating models with strategic objectives while driving transformation within a dynamic investment management environment...

Shape your career by leading the advancement of business architecture to align processes, capabilities, and strategies with the company's transformation into a Product, Platform, and Service operating...

Join a team that's dedicated to enhancing customer success with Raiser’s Edge NXT. As an Advisory+ Consultant, you'll provide expert guidance, optimize software use, and foster strong relationships to...

Lead the charge in developing compliance programs and maintaining a robust AML protocol, ensuring effective oversight of mutual funds and service providers while enhancing collaboration across departm...