Trust Advisor Jobs in Forest Hills, NY

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

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...

Shape the future of institutional credit relationships through sourcing, structuring, and maintaining partnerships. Drive strategic initiatives across collateralized lending and structured credit whil...

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...

Architect innovative cloud-based solutions that align technology with business strategy. Collaborate with senior leaders to drive architecture for mission-critical systems, enhancing resilience, scala...

Elevate engineering standards through leadership in CAD management, ensuring the quality, consistency, and efficiency of project production while supporting teams with technical expertise and continuo...

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...

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...

Drive impactful legal support in fiduciary and investment services, advising on compliance and risk management while collaborating across teams to enhance product offerings and align with regulatory s...

Join a dynamic team to expand partnerships with independent financial advisors and enhance client investment services while driving asset acquisition through consultative sales and strategic relations...

Champion strategic legal support for structured investments and annuities. Collaborate with business teams to negotiate agreements, manage risk, and ensure compliance within the financial services sec...

Lead the charge in providing legal counsel on structured investments and annuities, collaborating closely with business teams to ensure compliance and mitigate risks while negotiating complex agreemen...

Drive your career forward by overseeing tax compliance in innovative real assets and digital infrastructure. Collaborate with diverse teams while managing complex projects to support growth and enhanc...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Shape the future of Transfer Agency by driving innovative digital asset solutions, partnering with clients, and collaborating across teams to create products that redefine the asset management landsca...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

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...

Shape your cybersecurity career by leading and innovating on complex security incidents while establishing and auditing security practices. Collaborate across teams to strengthen defenses and mentor a...

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...