Trust Advisor Jobs in Farmingdale, NY

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Champion automation and technology in treasury and finance, enhancing liquidity management, financial strategy, and risk governance while leading transformative projects and delivering insightful repo...

Join a dynamic team of Wealth Advisors to develop personalized strategies, enhance client relationships, and drive growth through client engagement and collaboration with partners, ensuring top client...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Shape the future of compliance in digital assets by developing AML policies and governance. Collaborate across teams to establish best practices ensuring regulatory adherence while managing financial...

Lead the charge in delivering exceptional onboarding for our top strategic accounts while crafting scalable frameworks and playbooks to streamline the process and enhance client satisfaction in wealth...

Elevate fee calculation and performance standards by developing scalable solutions in private markets. Lead a high-performance team to ensure accuracy, drive process excellence, and engage with stakeh...

Transform real estate strategy by advising on land acquisition and development. Collaborate with cross-functional teams to finalize complex negotiations and ensure compliance across jurisdictions, dri...

Advance your career by becoming a trusted advisor to a diverse client base, ensuring retention and growth while leveraging your expertise in investments, financial planning, and client communication w...

Support a dynamic executive team by managing complex schedules, coordinating travel, and ensuring optimal operational efficiency in a fast-paced financial services environment...

Shape the future of financial technology while collaborating with diverse teams to translate business requirements into innovative technical solutions and drive high-quality product delivery in a dyna...

Pioneer efficiency in Asset Protection by leading strategies to mitigate inventory loss, enhance safety, and ensure compliance in a dynamic retail environment while empowering a diverse team to achiev...

Optimize your career by managing a diverse portfolio while ensuring compliance, performance, and risk mitigation. Collaborate with teams and stakeholders to deliver effective loan administration and a...

Shape your career by providing legal support for commercial contracts in life insurance. Collaborate with teams to mitigate risks, ensuring alignment with business objectives while managing multiple p...

Champion client financial success by developing tailored wealth management plans. Collaborate with business partners to drive opportunities and enhance relationships, ensuring top-notch service in a d...

Drive the resolution of non-complex Enforcement matters with effective legal strategy and advocacy. Collaborate with teams to support settlements, litigation preparation, and achieve transparent outco...

Contribute to resolution of non-complex Enforcement matters while supporting complex cases. Develop legal strategies, negotiate settlements, and prepare for litigation, ensuring timely and effective o...

Join a team that's driving transformative projects to enhance operational excellence, delivering results that optimize client outcomes and scalability while ensuring seamless communication across team...

Accelerate business growth by generating new opportunities with home builders, fostering relationships, and positioning innovative CX solutions to enhance customer experiences and reputation managemen...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Engage clients as you provide tailored investment management solutions, guiding their financial strategies while managing complex relationships and navigating sensitive issues with expertise in a dyna...

Join a team that's dedicated to providing investment management solutions. Leverage your expertise to cultivate client relationships, educate on market trends, and implement tailored investment strate...

Shape our talent strategy by recruiting legal specialists to drive AI innovation in legal tech. Own hiring for critical roles while enhancing candidate experience and building strong partnerships with...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Grow your career with a dynamic team, driving client acquisition and retention. Oversee comprehensive wealth management strategies for high net worth clients while ensuring ethical standards and sales...