Trust Advisor Jobs in Boston, MA

Partner with us to build trusted relationships with brokers, leverage sales expertise, and enhance HealthEquity's presence across California. Your insights will empower brokers and deepen loyalty, dri...

EisnerAmper is seeking a Bankruptcy and Restructuring Services Partner to lead complex advisory engagements for distressed companies and creditors. The role involves managing cross-functional teams, d...

Shape our compliance program, ensuring regulatory compliance across HIPAA, HITRUST, and SOC 2. Drive policy creation, audit readiness, and vendor risk management while supporting M&A integration effor...

Advance client outcomes by leading a high-performing team of Customer Success Managers, driving retention, growth, and satisfaction metrics while shaping overall partnership strategy and addressing cl...

Support executive leadership by managing a dynamic workload that blends strategic partnership, administrative tasks, and office operations, enabling our CEO to focus on business priorities and fosteri...

Accelerate progress at a leading BPaaS firm by providing strategic legal counsel, drafting and negotiating complex agreements, and ensuring compliance with regulatory standards in a dynamic, fast-pace...

Lead and inspire real estate professionals through coaching and training, enhancing their skills and driving office success. Elevate your career while cultivating strategies for talent recruitment and...

Join a team that's driving excellence in proposal management, overseeing high-priority RFPs, RFIs, and DDQs. Collaborate with cross-functional teams globally to ensure timely, high-quality submissions...

Partner with us to enhance private wealth intermediary relationships. In this role, you'll support onboarding, collaborate cross-functionally, and produce high-quality materials for effective platform...

Champion strategic legal support for asset managers and insurers in a fast-paced, regulated environment. Lead a dynamic team, advising on governance, risk management, and compliance issues, while ensu...

Shape the future of advising services by leading innovative programs and collaborative efforts that enhance student success, align operations with strategic goals, and champion exceptional customer se...

Join us to drive customer success and growth by managing multi-threaded relationships and strategic planning, ensuring seamless adoption and tackling challenges to maximize platform value and retentio...

Join a team that's dedicated to effective claims management and driving change on complex Surety matters. Collaborate with leaders to enhance processes, mentor staff, and create optimal resolutions wh...

Join a team that's dedicated to providing exceptional client support by assisting Client Management Consultants with day-to-day tasks. Leverage your expertise in wealth management and enhance client r...

Optimize revenue strategy and operations, driving compliance and efficiency across revenue accounting, AR, and billing. Lead and mentor a high-performing team, collaborating with leadership to enhance...

Drive impactful financial due diligence engagements, leading teams and providing strategic insights to influence transaction decisions while delivering exceptional client service across various indust...

Take ownership of driving financial excellence by leading due diligence engagements. Collaborate with clients to deliver strategic insights and foster relationships while managing multiple projects ac...

Champion safety and health programs for high-risk construction phases in hyper-scale AI data centers, ensuring compliance and leading initiatives to drive continuous improvement on-site during crucial...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Accelerate asset growth and strategic partnerships by leading a high-performing sales team. This role shapes ETF adoption, drives revenue, and engages key institutional clients, positioning the firm a...

Join a team that's dedicated to providing strategic legal counsel across healthcare, nonprofit governance, and corporate matters. You'll manage legal risk, draft agreements, and support compliance, al...

Champion sustainable finance initiatives in fisheries & aquaculture, leveraging market innovation and project management expertise to drive environmental impact and support global conservation efforts...

Lead dynamic branch support teams to enhance advisor success by delivering exceptional service, fostering talent development, and driving improvement initiatives to meet evolving needs in a collaborat...

Champion the risk function by leading and developing a high-performing team, while ensuring effective management of underwriting, fraud prevention, and compliance to support robust growth in the freig...

Shape the future of portfolio compliance by leading a skilled team to ensure adherence to investment guidelines and optimizing processes through technology and automation, driving innovation in a dyna...