Trust Advisor Jobs in Farmingdale, NY

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Take ownership of compliance for trust companies, ensuring adherence to regulatory standards and laws. Lead the development, implementation, and monitoring of compliance programs while collaborating w...

Transform client financial futures by managing and servicing complex trust accounts. Build strong relationships, develop tailored financial strategies, and achieve sales goals while ensuring complianc...

Lead the charge in establishing a robust compliance framework for broker-dealer operations across North America. Collaborate with cross-functional teams to ensure regulatory adherence, operational rea...

Transform engagement by facilitating corporate management meetings and investor research trips. Collaborate with investment teams and external stakeholders to enhance communication, streamline process...

Support the North America Cat modelling team by delivering timely analyses using AIR/RMS. Collaborate with underwriters to enhance risk assessments, research new vendor models, and facilitate platform...

Lead client relationships by providing personalized financial planning and investment guidance. Collaborate with a dedicated advisory team to help clients navigate complex financial decisions and achi...

Empower clients through expert financial planning and tailored investment guidance. As a senior leader, you'll drive relationship-building and strategic decision-making, ensuring client goals are met...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Unlock potential by managing a comprehensive privacy program, ensuring compliance with regulations, and embedding privacy principles across all operations while serving as an internal expert and colla...

Empower the Trusts & Estates Center of Excellence by coordinating trainings, maintaining procedural knowledge, and enhancing oversight to ensure quality and risk management across administration proce...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Join a dynamic team to drive software development initiatives, aligning technical execution with business objectives, enhancing stakeholder collaboration, and ensuring smooth project deliveries across...

Champion excellence in client service and tax management for charitable organizations by leading a specialized team. Drive successful planned giving strategies while ensuring compliance and enhancing...

Shape the future of investor services by supervising a dedicated team, ensuring efficiency in transaction processing, and fostering client relationships while maintaining regulatory compliance and sup...

Support legal initiatives for U.S. registered funds and retail products. Collaborate with senior management and cross-functional teams to ensure compliance and handle regulatory matters while enhancin...

Lead operational excellence for a high-performing team, enhancing client experience and driving compliance in a fast-paced wealth management environment. Manage daily operations and innovatively imple...

Shape equity compensation strategies as you oversee end-to-end administration, ensuring accuracy and compliance. Collaborate with cross-functional teams in a fast-paced environment to enhance stock-re...

Engage in transformative branch leadership, guiding teams to deliver integrated financial services and exceptional member experiences while driving performance and fostering a collaborative culture...

Join a team that's pivotal in enabling executive leaders to focus on strategic priorities. Provide comprehensive administrative, logistical, and operational support to enhance efficiency and collabora...

Contribute to organizational excellence by providing high-level administrative support to senior executives. Manage logistics, prioritize tasks, and ensure seamless operations, while coordinating proj...

Lead the Legal Entity Management function, ensuring compliance and governance across the entity lifecycle while collaborating with senior leaders to enhance internal processes and frameworks...

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...