Trust Advisor Jobs in Chester, NY

Unlock potential by developing and enhancing strategic client relationships to drive revenue growth. Collaborate across teams, advise clients on investment objectives, and contribute to impactful proj...

Engage clients by managing and growing a diverse portfolio within the business banking segment. Drive new client acquisition, enhance existing relationships, and deliver tailored financial solutions t...

Lead the implementation and oversight of compliance activities for equity trading, ensuring alignment with regulatory standards while providing strategic advisory support to business units and enhanci...

The Program Manager/Business Analyst will lead strategic change initiatives focused on data governance within Asset Management. This role involves engaging with stakeholders to analyze business proces...

Transform trading support by ensuring seamless operation of Fixed Income eTrading systems. Collaborate with traders and developers to resolve issues, maintain system integrity, and enhance performance...

Optimize healthcare transactions by leading M&A initiatives and guiding a talented team. Engage with clients, develop financial analyses, and drive impactful deal processes in a dynamic investment ban...

Grow your career with a dynamic role in underwriting and portfolio management, engaging with diverse stakeholders while developing key financial insights and driving cash flow transactions within the...

Drive the future of investor relations by supporting marketing efforts for real estate investments, enhancing client engagement through preparation of materials and responses, and contributing to stra...

Join a team that champions proactive incident management, ensuring swift resolution for critical escalated incidents while leading communication and collaboration across technical and support teams to...

Reimagine financing solutions as you manage underwriting and portfolio tasks for private equity-backed transactions. Collaborate with stakeholders and grow your expertise in this dynamic role focused...

Support relationship management for corporate clients by delivering strategic investment insights and performance updates. Collaborate with teams to enhance institutional engagement and retention thro...

Pioneer the Employee Compliance Program, ensuring adherence to trading regulations, managing risks, and supporting business units in implementing compliance policies across the organization...

Take ownership of AI governance and risk initiatives, leading cross-functional teams to enhance oversight and compliance. Mentor junior staff, facilitate complex reviews, and drive improvements to ens...

Empower your career by leading the design and operation of a robust identity and access management (IAM) program across hybrid environments, ensuring secure and efficient user access lifecycle managem...

Engage high-profile clients to drive business development and fundraising efforts. Collaborate with internal teams and manage the sales process while advocating for JefAM’s competitive edge in the inv...

Manage and coordinate inbound marketing requests, ensuring efficient execution and adherence to compliance guidelines while providing excellent service and communication throughout the process...

Optimize strategic initiatives by partnering with leadership to enhance decision-making processes and maintain operational excellence across the Service organization, ensuring alignment with business...

Lead technology adoption and enhance legal workflows by evaluating, implementing, and supporting innovative legal tech solutions. Collaborate with practice groups and IT teams to optimize efficiency a...

Drive transformative AI and legal tech solutions to enhance workflows and productivity, collaborating with legal teams to identify innovative opportunities and develop strategic tools that adapt to th...

Elevate your career by collaborating with Financial Advisors to enhance retirement plan consulting services. Lead engagements, manage opportunities, and deliver tailored presentations while fostering...

Join a dynamic team as you drive DC Consulting program adoption among Financial Advisors. Your expertise will empower retirement plan sales, enhance client relationships, and ensure exceptional experi...

Lead the charge in driving infrastructure financing success through strategic origination, execution of complex transactions, and cultivation of high-level investor relationships. Shape the future of...

Elevate your career by supporting end-to-end execution of equity transactions in a dynamic environment. Collaborate across diverse teams to ensure precision and compliance throughout the syndicate ope...

Join our team as a Financial Services Expert Witness to provide critical analysis and testimony in legal cases related to banking and finance, leveraging your extensive industry expertise and analytic...

Lead transformative initiatives to modernize enterprise-wide data governance and privacy risk management. Collaborate across teams to execute high-impact programs that underpin AI-ready data capabilit...