Trust Advisor Jobs in Exeter, RI

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...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Execute comprehensive reviews of loan portfolios, ensuring adherence to credit policies and regulatory standards while identifying risks and providing insights to senior management for informed decisi...

Join a team that's driving transformative projects to enhance operational excellence, delivering results that optimize client outcomes and scalability while ensuring seamless communication across team...

Engage with cross-functional leaders and manage complex legal matters, from commercial contracts and corporate governance to capital markets and employment issues, while driving operational efficiency...

Drive the design and rollout of a wealth planning platform for corporate executives, transforming complex client needs into scalable solutions that enhance revenue and client satisfaction, while leadi...

Grow your career with a role that leverages your RIA operations expertise to enhance advisor and client experiences, engage with market prospects, and build lasting relationships in the financial serv...

Join a team that's driving strategic initiatives across departments to enhance organizational growth and execute high-impact programs effectively. Collaborate with executive leadership and ensure seam...

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...

Transform client relationships and enhance satisfaction by leading retirement plan services, expert consulting, and proactive management for diverse clients while collaborating cross-functionally to a...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

Join a team that's transforming market demand into growth opportunities through expert advisory support. Leverage your technical expertise to enhance customer loyalty and drive strategic project selli...

Elevate customer engagement by partnering with sales and AI teams to identify and develop AI opportunities. Contribute to discovery processes and support pipeline management for AI-native solutions th...

Strategize and lead comprehensive legal strategies, ensuring regulatory compliance and governance while providing counsel to executives and the Board, fostering risk management and supporting organiza...

Innovate the blockchain landscape by designing, deploying, and managing robust validator infrastructure to ensure high availability and security across decentralized networks, collaborating closely wi...

Unlock potential by leading legal efforts in strategic partnerships and vendor contracts. Drive negotiations from inception to execution while ensuring compliance and managing risks across healthcare...

Drive effective real estate transaction strategies within a dynamic portfolio, liaising with clients to align goals and execute leasing processes efficiently, while fostering teamwork across service l...

Lead the charge in optimizing real estate transactions for a diverse portfolio, executing strategies to achieve client objectives while collaborating closely with brokerage teams to ensure successful...

Shape the future of digital estate planning by driving growth through strategic sales to financial advisory firms. Collaborate cross-functionally, deliver insightful demos, and educate clients to enha...

Engage with clients to enhance retirement readiness through tailored presentations and strategic partnerships, while leveraging analytical skills to achieve participant and business goals in a dynamic...

Transform individuals' retirement futures by leading dynamic presentations and consultations, leveraging strategic partnerships and data-driven insights. Collaborate effectively to meet client goals a...

Lead the charge in drafting and reviewing contracts, ensuring compliance and strategic alignment with stakeholders. Drive enhancements and support negotiations while managing a diverse workload in a f...

Champion the security framework by guiding customer interactions, supporting sales, and showcasing the technical benefits of cloud infrastructure. Leverage expertise in security architecture to influe...