Trust Advisor Jobs in Farmingdale, NY

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...

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

Deliver exceptional financial planning and investment solutions while managing client relationships, driving growth, and ensuring compliance in a dynamic environment. Your expertise will guide clients...

The Account Executive, Enterprise at OneTrust is responsible for generating new client acquisitions and managing relationships with existing customers to drive revenue growth. This role requires a con...

Shape the future of data management in Asset Management Operations by defining and executing strategies for position, transaction, performance, and attribution data to drive operational excellence and...

Develop and oversee innovative content strategies for high net worth audiences. Collaborate with cross-functional teams to create impactful, audience-centric messaging, driving engagement and brand au...

Transform the client experience by facilitating property applications, managing communications, and ensuring efficient closings, all while collaborating closely with diverse stakeholders throughout th...

Optimize client relationships by providing tailored financial advice and investment management solutions that align with unique goals, ensuring exceptional onboarding and comprehensive service to enha...

Drive client success by managing key accounts, renewing subscriptions, and identifying growth opportunities. Collaborate closely with cross-functional teams while enhancing relationships and increasin...

Join a team that's driving innovative solutions in Advisory Sales for Global Markets. Support experienced professionals in client engagement, internal projects, and utilize AI tech to enhance client c...

Build strong client relationships by managing a diverse portfolio in the Healthcare CRE sector. Advance your career in a fast-paced, growth-focused environment while collaborating with teams on lendin...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Join the team driving engagement with ultra-high-net-worth clients, focusing on pipeline development and enhancing client experiences through outreach and gallery events, all while achieving shared pr...