Trust Advisor Jobs in Farmingdale, NY

Lead the charge in cultivating and expanding institutional client relationships within the private credit space, ensuring optimal retention and growth through strategic engagement and data-driven insi...

Engage with executive leadership to drive enterprise risk management, compliance, and strategic guidance. Oversee contract risk, insurance, and cross-functional initiatives, fostering a proactive cult...

Unlock potential by owning the demo platform and tooling, crafting impactful workflows, and collaborating with teams to deliver compelling product demonstrations for prospects...

Join our dynamic legal team to support commercial operations and compliance in a high-growth technology environment. Collaborate with cross-functional teams to manage legal risks across US and interna...

Advance financial integrity by managing fund accounting functions, ensuring accuracy in reporting and compliance, and fostering collaboration across departments to support investment activities and me...

Champion strategic initiatives and partnerships to foster sustainable growth and operational efficiency within the health system. Collaborate with stakeholders to drive financial planning and innovati...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Collaborate with Investment Advisors to optimize client engagements and support financial goals. Contribute to portfolio recommendations while fostering client relationships and adhering to regulatory...

Lead the transformation of user experiences in financial services through innovative design approaches, workshops, and cross-functional collaboration, enhancing client satisfaction and driving engagem...

Manage client relationships by delivering tailored financial planning solutions while driving investment strategy to meet clients' unique goals. Collaborate with partners to optimize their wealth mana...

Pioneer a high-performance sales culture by leading and developing a B2B sales team focused on Commercial Real Estate products, driving pipeline creation, and enhancing outbound sales strategies for o...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Drive impactful client relationships in the financial sector by providing analytical support, transaction structuring, and market analysis. Collaborate with diverse teams to craft tailored investment...

Champion legal strategy by managing commercial contracts, IP rights, and governance systems. Build a robust legal function, ensuring a scalable and efficient handling of all legal inquiries while coll...

Join a team that's transforming market demand into growth opportunities through expert advisory support. Leverage your technical expertise to enhance customer loyalty and drive strategic project selli...

Trustpair is seeking a Senior Account Executive to drive and close high-value sales opportunities in the U.S. market. The role involves building a sales pipeline, managing client relationships, and ex...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Lead the execution of direct credit investments while ensuring compliance with governance standards. Collaborate across teams to enhance transaction management processes and drive continuous improveme...

Drive accounting excellence by managing financial records and controls for key business entities. Prepare and analyze financial statements while ensuring SOX compliance and continuous process improvem...

Engage and lead the strategy for individual giving, building robust donor relationships and a high-performing fundraising team. Own revenue growth and engage with HNW donors to scale impact and drive...

Inspire progress at a leading public housing authority by driving the Comprehensive Modernization Program, collaborating across departments to enhance property management and delivering quality housin...

Join us in optimizing patient care through effective resource management and leadership. Collaborate with medical staff to enhance utilization strategies, ensuring quality care while driving results a...

Shape the future of fiduciary risk management through data-driven insights, independent oversight, and collaboration with key stakeholders in the Trusts and Estates sector, ensuring robust governance...

Join a team that's redefining commercial contracts in a dynamic legal space. You'll drive deal flow, support Sales and RevOps, and build crucial vendor relationships within a collaborative environment...

Provide personalized risk management solutions while enhancing client relationships. Engage with clients to assess their needs and offer tailored insurance products, ensuring exceptional service and c...