Trust Advisor Jobs in Exeter, RI

Lead the charge in comprehensive BPA portfolio integration, synthesizing complex data from multiple federal IT task orders to provide senior leadership with clear, actionable insights for informed dec...

Lead the charge in enhancing risk adjustment operations, ensuring accuracy in data submissions and chart reviews while optimizing processes through advanced technology and metrics-driven performance m...

Elevate efficiency by designing and implementing advanced quote-to-cash systems, overseeing integration across platforms like Salesforce and NetSuite, and leading a cross-functional team to enhance da...

Champion compliance and oversight for dual-registered representatives, ensuring optimal financial recommendations and service levels across entities. Collaborate with various teams to mentor members a...

Transform lives as you provide personalized care management supporting caregivers. Engage directly with clients through home visits, developing tailored care plans while enjoying a flexible schedule w...

Serve as the key liaison for clients, ensuring their project needs are met through effective solutions and strong relationship-building. Collaborate cross-functionally to drive results and enhance cli...

Drive the strategic optimization and integration of our financial tech stack, providing essential support for application administration. Collaborate across teams to enhance internal controls, process...

Lead the development and execution of an EMR data strategy, fostering partnerships with EHR vendors and health systems to enhance access to structured clinical data while navigating complex contractua...

Champion project success by coordinating teams, ensuring quality, and delivering timely results in a remote construction management role that requires extensive travel and constant communication with...

Elevate client experiences by managing complex relationships with premium Registered Investment Advisors. Oversee operational needs, resolve issues, and collaborate with teams to ensure seamless servi...

Explore opportunities to drive growth in enterprise solutions, leveraging your expertise in telecom and data-driven analytics. Build executive relationships, manage long sales cycles, and deliver cust...

Transform the technology landscape of a defense organization by leading strategic initiatives in cybersecurity, AI, data architecture, and systems integration, driving scalable and compliant solutions...

Lead the charge in transforming the Lease Accounting landscape, overseeing the compliance and accuracy of lease entries and financial reporting to optimize processes and engage cross-departmental coll...

Elevate your career as a Tax Manager for our Not for Profit team, where you'll deliver tailored tax and advisory services, cultivate client relationships, and empower junior staff in a collaborative e...

Join our team to lead pre-sales technical efforts, ensuring seamless integration between IT and scientific teams. You'll manage RFP processes, scoping, and compliance reviews, while shaping a unified...

Elevate your career by managing FP&A functions, driving insights, and enhancing financial performance through collaboration with leaders across multiple divisions...

Lead the charge in the successful rollout of credit union card program implementations, ensuring seamless migration, compliance with industry standards, and effective cross-team collaboration for opti...

Oversee a diverse portfolio of retirement plans, ensuring compliance, effective administration, and superior client satisfaction through proactive relationship management and regulatory adherence. Tak...

Drive client satisfaction and revenue growth by managing relationships and sales for a diverse client base, ensuring effective communication and resource navigation for optimal service delivery and re...

Pioneer a high-impact Technical Account Management team, defining and strategizing key partner engagements while fostering trust and driving measurable outcomes for strategic partnerships across multi...

Drive innovation and strategic legal support in a dynamic healthcare environment. Collaborate with leadership to navigate complex regulations and enable sustainable growth while managing risk. Influen...

Innovate billing operations by redefining processes, enhancing efficiency, and supporting scalable solutions while collaborating with teams to drive clarity and accountability in client transactions a...

Drive successful sales strategies, coaching and mentoring a team to enhance customer retention and achieve targeted growth, while effectively managing client relationships and team performance in a dy...

Join a dynamic team specializing in customized liability solutions for design professionals. Leverage your underwriting expertise to assess risks, provide excellent service, and foster profitable busi...

Join a team that's driving successful real estate transactions by managing complex negotiations and optimizing market opportunities, while ensuring exceptional client service and collaboration across...