Trust Advisor Jobs in Exeter, RI

Lead initiatives to enhance AMC operational readiness for new products and regulatory changes. Collaborate with senior leaders, ensuring compliance and effective implementation across investment capab...

Shape your career with a dynamic role focused on building relationships, enhancing market share, and driving sales across various channels in a thriving advisory services environment. Collaborate with...

Champion compliance and risk management for fintech partners, ensuring adherence to regulatory standards and policies. Lead a team to monitor and assess third-party operations, enhancing operational i...

Engage clients to develop personalized financial plans and strategies. Build a successful practice by leveraging comprehensive training and support, while enjoying the autonomy of business ownership a...

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...

Deliver expert tax preparation and planning services, building lasting client relationships through effective communication and virtual tools, while supporting diverse business needs in a fast-paced e...

Join a dynamic team as you educate and onboard high net worth clients into trust services, coordinating with client-facing associates and fiduciary teams to streamline trust transitions and ensure com...

Transform the Trust Asset and Accounting Management System through strategic technical advisement and program coordination. Lead vendor interactions, budget documentation, and reporting via a fully vi...

Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Drive performance improvement in healthcare by leading advisory teams and 340B services, managing client relationships, and delivering optimal solutions while ensuring project quality and profitabilit...

Champion strategic partnerships and drive innovation in the payments sector by managing a diverse client portfolio, ensuring exceptional service and fostering long-term relationships with key stakehol...

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

Join a dynamic Compliance team to drive regulatory change management and sustain a robust compliance framework, ensuring clear collaboration across multiple teams. Focus on maintaining accurate invent...

Join us to lead the contract execution process, partnering with Sales and cross-functional teams to ensure compliance, accuracy, and streamlined workflow management for all contract-related documentat...

Shape the future of wealth management by leveraging your expertise to deliver comprehensive financial planning and investment solutions. Engage with clients to meet their unique financial goals and en...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...

Engineer innovative agentic frameworks that empower intelligent agents, automate investigations, enhance decision-making, and ensure safe, reliable AI interactions in complex environments through coll...

Empower cross-functional teams with expert legal counsel in the energy sector while managing complex transactions, acquisitions, and compliance issues to enhance growth and innovation in a dynamic env...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...