Trust Advisor Jobs in Chester, NY

Unlock your potential by delivering strategic executive support, managing complex schedules, and enhancing communications for senior leadership in a dynamic, high-pressure environment...

Lead the legal function for a growing portfolio, optimizing structures and managing transactions. Engage with senior leadership to design governance and compliance frameworks while leveraging AI tools...

Champion data governance and quality initiatives, ensuring proper management of critical data assets and collaboration with stakeholders to meet enterprise-wide data standards and compliance in the Pr...

Optimize client services by leading due diligence teams, analyzing financial data, and creating tailored reports. Enhance client relationships and mentor team members, while delivering superior transa...

The Managing Director for Institutional Sales will focus on expanding Patria's presence among institutional clients in the East Coast and Canada. This role involves developing sales strategies, engagi...

Drive your career forward as you coordinate SCIB lending transactions, ensuring accuracy and compliance from pre-approval to post-close. Engage cross-functional teams to streamline processes, enhance...

Grow your career with a strategic role in managing institutional client relationships, driving retention, and expanding value through tailored research services in a dynamic investment environment. Em...

Empower the future of venture capital by sourcing innovative startups and evaluating groundbreaking business ideas in a dynamic investment team that champions entrepreneurial spirit and strategic insi...

Join a team that's deploying AI agents to transform enterprise client workflows. Engage in hands-on integration, performance tuning, and expansion efforts to ensure agents resolve tickets reliably and...

Pioneer a robust network security environment by defining standards and leading zero-trust strategies while ensuring compliance and protecting sensitive data throughout cloud and on-premises infrastru...

Champion your career by leading transformative trade lifecycle initiatives, enhancing operational capabilities, and collaborating with diverse teams to drive innovative solutions within the hedge fund...

Transform client relationships by delivering exceptional asset allocation and portfolio analytics in collaboration with Financial Advisors for high-net-worth individuals and families. Participate in a...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Manage compliance operations by supervising training programs, reviews, and federal regulations. Collaborate across teams to enhance internal controls and mitigate risks. Ensure adherence to laws with...

Transform your career by driving impactful infrastructure investments, supporting a range of transactions, and engaging with industry leaders to elevate portfolio performance and investment strategies...

Champion the evolution of legal operations by enhancing invoice management processes and tools, collaborating with internal teams and outside counsel, and driving innovation while providing functional...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Execute comprehensive security compliance and risk management initiatives, enhance audit readiness, and drive continuous improvement by collaborating with cross-functional teams to uphold security sta...

Empower transformation by leading the design of end-to-end Salesforce solutions. Collaborate with stakeholders, provide technical guidance, and ensure compliance while optimizing performance and manag...

Elevate your career by negotiating global trading documentation, ensuring compliance and enhancing policies within capital markets. Collaborate effectively to manage a diverse workload and drive conti...

Drive excellence in residential construction project management by assisting on budgeting, scheduling, and communication. Collaborate with teams to ensure quality and efficiency while upholding the Di...

Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...

Lead the charge in enhancing our U.S. Wealth servicing model, focusing on seamless investor experiences and operational excellence across financial advisors and partners, while driving metrics-driven...

Unlock your potential as a financial advisor, guiding clients through tailored investment strategies. Engage with a diverse clientele, manage relationships, and deliver exceptional personalized servic...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...