Trust Advisor Jobs in Farmingdale, NY

Lead a dynamic BDR team, focusing on onboarding and coaching new hires to drive success and improve sales performance in a fast-paced SaaS environment. Own ramp processes and enhance strategies throug...

Join a team that's dedicated to ensuring compliance excellence in a member-focused insurance exchange. Lead operations that safeguard regulatory adherence while supporting risk management and strategi...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Empower individuals as you build a financial advising practice, helping clients achieve their goals through personalized strategies. Enjoy the flexibility of entrepreneurship while receiving comprehen...

Champion high-stakes financial, operational, and international matters with autonomy and deep expertise. Drive strategic corporate initiatives while managing diverse portfolios in finance, real estate...

Transform your career by leading the design and implementation of IAM strategies for AI workloads, integrating security practices while collaborating with engineering teams to ensure robust identity s...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Elevate customer success by delivering organized project management across complex adoption programs. Oversee multi-workstream execution while ensuring timely delivery and stakeholder alignment from k...

Join a team that's driving successful ERP integrations, guiding customers from kickoff to go-live. Leverage your expertise in accounting systems and project management to ensure clients are set up for...

Drive the creation and scaling of a comprehensive direct mail acquisition program, overseeing strategy, execution, performance, and cross-team collaboration to enhance user acquisition and business gr...

Join a dynamic team as an experienced individual life underwriter, ensuring effective risk selection and collaborating with various departments to facilitate exceptional service and decision-making wi...

Join a team that's leading US SCIB Transaction Management, ensuring controlled lending processes across functions. Drive execution quality and compliance while mentoring a high-performing team within...

Engage as a senior Investment Specialist driving client satisfaction and strategic oversight across Institutional Multi-Asset Solutions. Lead a collaborative team to enhance client service and develop...

Drive operational excellence as a Revenue Cycle Performance Analyst, auditing quality, guiding engagement teams, training staff, and preparing performance reports to enhance client success in the heal...

Champion transformative fundraising strategies to support sustainable growth and mission success. Lead high-level donor engagement, manage capital campaigns, and foster collaborative relationships. Dr...

Join a dynamic team of Loan Originators to drive revenue growth in the investment real estate sector. Leverage your sales skills and industry knowledge to build strategic relationships and exceed fund...

Join a team that's dedicated to enhancing enterprise customer success as a technical expert and strategic advisor, driving adoption and expansion while ensuring top-notch account management and operat...

Shape the future of real estate investments by driving growth and client solutions. Partner with teams across investments and sales to engage institutional clients and enhance Nuveen's portfolio in a...

Develop strategic relationships with financial advisors to drive sales and enhance engagement through insightful product knowledge and industry analysis, while effectively collaborating with external...

Contribute to financial excellence in a dynamic role overseeing project accounting, revenue recognition, and financial reporting, while collaborating with leadership to enhance project performance and...

Create a comprehensive compliance strategy, manage regulatory filings, and ensure client adherence to SEC/CFTC standards while leading annual reviews and client training sessions. Collaborate with exe...

Empower your career by managing and expanding client relationships for national accounts. Leverage strategic insights to enhance client satisfaction and retention, advocating for client needs while dr...

Lead the Risk and Intelligence divisions to enhance regulatory effectiveness, oversee risk monitoring, intelligence operations, and emerging risk identification. Drive strategic vision, foster innovat...

Analyze client needs and collaborate with cross-functional teams to design tailored insurance programs while maintaining compliance and fostering long-term relationships to maximize profitability and...

Optimize client implementation processes while leading cross-functional teams to enhance investment accounting services. Drive project execution and ensure alignment of capabilities to meet business o...