Trust Advisor Jobs in Forest Hills, NY

Help us empower high-net-worth clients with expert underwriting solutions in alternative investments. Drive innovative credit strategies, collaborating with teams to deliver customized financial servi...

Unlock potential by driving strategic HCM initiatives within Private Equity firms, building key relationships to generate leads, and collaborating with internal partners for client success while achie...

Engage with leading Private Equity Firms to uncover new business opportunities while driving strategic HCM initiatives. Leverage sales expertise to build strong client relationships, collaborate for s...

Unlock potential by leading enterprise AI product strategy and execution. Collaborate with cross-functional teams to identify and prioritize high-value AI initiatives, ensuring they align with busines...

Grow your career with a strategic sales role focused on expanding business within Private Equity firms. Build strong client relationships while driving HCM initiatives and achieving sales excellence i...

Lead the charge in ensuring compliance and risk management at branch locations. Oversee supervisory functions, promote ethics, and maintain a controlled environment while collaborating with legal and...

Elevate client relationships by acquiring and deepening connections within a personal and small business portfolio. As an advisor, ensure exemplary service and drive growth through strategic sales pra...

Lead the charge in enhancing financial processes and reporting accuracy. As a key player in the accounting team, you will drive month-end closing, analyze financial metrics, and collaborate across dep...

Drive business growth by managing broking responsibilities for Construction accounts, developing client relationships, and negotiating coverage terms. Utilize industry expertise to ensure effective ri...

Unlock potential by ensuring accurate and compliant commercial loan closings, supporting pre-closing activities and enhancing operational efficiency through collaboration with lending teams and operat...

Join a team that's pivotal in driving investor relations and fundraising initiatives. Collaborate with senior professionals to create impactful marketing materials, leverage AI tools, and enhance oper...

Empower individuals by building personalized financial strategies and client relationships. Take ownership of your growth and success in a collaborative environment while adapting to market trends and...

Lead the legal function for a growing portfolio, optimizing structures and managing transactions. Engage with senior leadership to design governance and compliance frameworks while leveraging AI tools...

Transform the roadshow experience by organizing and managing equity presentations. Collaborate with diverse teams, while executing logistics for both in-person and virtual events that connect clients...

Engage in impactful transaction management within Private Equity fundraising, collaborating with senior bankers to enhance client relations and drive investor commitments for North American clients in...

Champion data governance and quality initiatives, ensuring proper management of critical data assets and collaboration with stakeholders to meet enterprise-wide data standards and compliance in the Pr...

Optimize client services by leading due diligence teams, analyzing financial data, and creating tailored reports. Enhance client relationships and mentor team members, while delivering superior transa...

Drive your career forward as you coordinate SCIB lending transactions, ensuring accuracy and compliance from pre-approval to post-close. Engage cross-functional teams to streamline processes, enhance...

Shape the future of pharmacy services by providing strategic advice and innovative solutions that enhance profitability and operational efficiency. Collaborate with leaders to drive initiatives that e...

Grow your career with a strategic role in managing institutional client relationships, driving retention, and expanding value through tailored research services in a dynamic investment environment. Em...

Empower the future of venture capital by sourcing innovative startups and evaluating groundbreaking business ideas in a dynamic investment team that champions entrepreneurial spirit and strategic insi...

Join a team that's deploying AI agents to transform enterprise client workflows. Engage in hands-on integration, performance tuning, and expansion efforts to ensure agents resolve tickets reliably and...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Pioneer a robust network security environment by defining standards and leading zero-trust strategies while ensuring compliance and protecting sensitive data throughout cloud and on-premises infrastru...