Trust Advisor Jobs in Farmingdale, NY

Lead seamless client onboarding and operational support for retirement plan services, ensuring efficient coordination and engagement across all client-related activities in a dynamic financial environ...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...

Accelerate your career by managing key investment transactions, sourcing deals, and driving value creation. Utilize your financial expertise to build relationships and deliver results in a fast-paced...

Engage with a high-impact team overseeing legal entity financial analysis, forecasting, and regulatory reporting, ensuring robust governance and safety of bank charters across multiple business lines...

Analyze financial data to drive decision-making and strategic growth. Lead budgeting and expense management while building scalable infrastructure that supports operations. Collaborate with leadership...

Advance your career by leading enterprise risk management and compliance assurance initiatives. Guide strategic oversight on risk identification, audits, and corrective actions while collaborating wit...

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

Deliver exceptional program trading execution and oversight, ensuring best practices in institutional equity transactions across the Americas while adhering to risk and compliance frameworks...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Pioneer revenue growth by owning full-cycle sales and shaping strategies in the U.S. market. Collaborate with leadership to build pipeline and close high-value accounts, establishing market presence w...

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Lead the charge in providing strategic legal guidance for U.S. A&H operations, translating complex regulations into actionable business insights while collaborating with cross-functional teams to supp...

Empower customer trust through expert responses to security inquiries, ensuring compliance and confidence in data handling. Collaborate with teams to build processes and drive improvements that enhanc...

Accelerate progress at Wilshire by enhancing compliance for registered funds, ensuring strict adherence to regulations, coordinating board materials, and serving as a key resource in a dynamic, fast-p...

Elevate your career by supporting investment strategies, evaluating acquisitions, and managing diligence in a fast-paced environment, contributing to meaningful deal execution while collaborating with...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Unlock potential by guiding individuals to financial security through retirement planning. Engage with participants via presentations and meetings, while building relationships and achieving strategic...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Take ownership of data governance initiatives to ensure data quality and integrity. Collaborate with cross-functional teams to develop policies and manage risks, fostering a culture of data stewardshi...

Lead the transformation of our data governance by establishing robust frameworks ensuring data accuracy, integrity, and compliance, while driving data quality initiatives and fostering a culture of st...

Lead financial planning and investment solutions for clients, ensuring comprehensive service and relationship development to meet wealth management objectives. Drive sales goals while delivering excep...

Join us to lead the creation of a comprehensive data governance framework, ensuring quality and compliance while collaborating with teams to empower data-driven initiatives across the organization...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...