Trust Advisor Jobs in Farmingdale, NY

Engage in a leadership role by mentoring a high-performing finance team, overseeing complex financial reporting and analysis, ensuring compliance with standards, and driving strategic initiatives with...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Join a team that's pioneering AI solutions to enhance operations. Design, implement, and scale AI workflows in a dynamic environment, collaborating with cross-functional teams to transform innovative...

Transform the Regulatory Intelligence function, ensuring seamless regulatory compliance, strategic insights, and operational excellence across diverse programs and markets. Guide stakeholders by devel...

Lead transformative projects in agent technology, focusing on architecture, orchestration, and improving core platform capabilities while working collaboratively and innovatively to push boundaries in...

Lead the charge in managing customer relationships, ensuring seamless onboarding, training, and ongoing support. Build proactive engagement, fostering strong bonds while translating customer needs int...

Manage ETF portfolios by overseeing implementation, trading, and performance across global asset classes. Collaborate with teams to ensure alignment with investment objectives and operational excellen...

Unlock potential by leading commercial contract negotiations and strategic transactions within the U.S. insurance sector, driving collaboration across functions to support underwriting, claims, and fi...

Empower the U.S. Corporate Legal team by leading contract negotiations and strategic transactions, collaborating effectively with various stakeholders in the insurance domain for impactful contributio...

Transform client financial futures by providing expert advice on investment options, pension plans, and personalized financial strategies. Engage with participants through in-person and virtual consul...

Support corporate governance compliance and SEC reporting by developing board materials, filing documents, tracking insider trading, and liaising with cross-functional teams to streamline processes an...

Lead strategic capital market initiatives, integrating investment banking and equity solutions. Drive engagement with clients, manage complex financing transactions, and mentor junior team members whi...

Lead capital markets services and financing transactions while collaborating with clients to develop sophisticated solutions. Drive strategic initiatives across sectors and integrate industry expertis...

Play a key role in fund accounting, managing diverse credit strategies and investor relations. Collaborate with cross-functional teams to ensure operational excellence and deliver high-quality results...

Transform large-scale initiatives in property insurance by driving innovation, operational excellence, and enhanced customer experiences. Engage with cross-function teams to develop strategies and lea...

Join a dynamic team to develop customized fixed income strategies for high net worth clients. Utilize your expertise in municipal and corporate bonds to provide insightful market analysis and build st...

Transform the landscape of healthcare sales by driving growth through strategic community relationships, increasing referral volumes, and ensuring adherence to sales action plans for enhanced service...

Engage as a key team leader managing fund accounting functions, overseeing staff, and cultivating client relationships while ensuring timely financial deliverables and compliance in a fast-paced envir...

Drive engagement with ultra-high-net-worth donors to secure substantial funding. Manage a portfolio of key relationships, employing tailored strategies for cultivation and stewardship, while collabora...

Champion real-time risk insights and drive market-moving decisions by shaping frameworks and enhancing risk methodologies while collaborating with stakeholders in a fast-paced Prime Services environme...

Architect a dynamic pipeline for renewable real estate transactions by supporting origination and closing efforts, engaging with key stakeholders, and collaborating across departments to manage and mi...

Elevate client engagement as a senior leader, building meaningful relationships and managing a diverse portfolio across nonprofit sectors. Drive revenue growth while fostering client satisfaction thro...

Unlock the potential of account operations by ensuring accurate reviews, approvals, and maintenance of client accounts, while driving efficiencies through automation and delivering exceptional service...

Drive financial strategy by overseeing treasury operations, managing risk, and optimizing cash flow. Lead a team to ensure effective banking relations and compliance while enhancing internal controls...

Develop and implement strategic sales plans to drive revenue growth in mid-market to enterprise segments. Collaborate with cross-functional teams, manage a robust sales pipeline, and engage with key c...