Trust Advisor Jobs in Lakewood, NJ

The Wealth Advisor serves as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through comprehensive wealt...

The Trust Officer will be responsible for organizing documents, crafting meeting minutes, and managing documentation related to changes and new company formations. The role requires a comprehensive kn...

The Senior Advisor will manage interactions with federal legislative and regulatory bodies, strategizing policy proposals and maintaining relationships with key stakeholders in the insurance industry...

The ARG CIG Asset Manager is responsible for managing and maximizing returns on a portfolio of CIG Classified loans, focusing on complex credit structures and capital market opportunities. This role i...

The Trust Officer / Senior Trust Officer role involves managing diverse portfolios and providing exceptional service within the trust sector. Candidates will oversee trust administration, manage clien...

The Senior Trust Administrator will manage a complex portfolio of client entities and provide high-quality administration services. This role involves ensuring accurate record-keeping, compliance with...

The Financial Advisor position involves providing financial guidance and investment strategies to affluent and high net worth clients. Candidates must hold Series 7 and 66 licenses and have experience...

The Senior Wealth Advisor at Schwab Wealth Advisory provides personalized investment advice and services to clients, focusing on their complex portfolios and financial goals. This role involves workin...

The Counsel, Registered Funds will support FS Investments' Registered Funds operation by addressing a variety of legal and business issues, particularly in the realm of registered funds. The role invo...

As a Financial Advisor on the Legacy Transition Team at UBS, you will assist beneficiaries in navigating the estate settlement and asset transfer process, ensuring a smooth distribution of wealth acco...

The Associate General Counsel will provide comprehensive legal support to Turtle, an electrical distribution company, ensuring compliance with laws and regulations across multiple states. This role in...

The Senior Vice President, Fiduciary is responsible for administering and advising the Wealth Management team on fiduciary duties and managing client relationships with a focus on risk management. Thi...

The Underwriting Counsel position involves drafting policy wordings and related documents for various lines of business in the insurance sector. The role requires collaboration with legal and underwri...

Dynamic tax practice with significant growth potential, offering excellent opportunities for client expansion and professional advancement.

Hamilton Lane is seeking a Private Markets Attorney to support the company's closed end and evergreen comingled funds, as well as separate account clients. The role involves drafting, reviewing, and n...

The Senior Wealth Planner at Brown Brothers Harriman will collaborate with the Private Banking team to provide integrated trust, estate, philanthropic, and tax guidance to high-net-worth clients. This...

The Financial Advisor (Partner Programs) at Wealth Enhancement is responsible for managing client relationships and facilitating the financial planning process for new clients referred through custodi...

Serve as a subject matter expert who is available to address questions or concerns regarding compliance policies and processes, including engaging other department members as appropriate...

The Financial Advisor Team Manager will lead teams within the UBS Wealth Advice Center, focusing on driving revenue and enhancing client experiences for affluent clients. This role involves coaching F...

The Institutional Operations Officer at Glenmede will play a crucial role in enhancing institutional client performance and analytical reporting while providing support to both clients and internal te...

The Owners Advisor for Collaborative Delivery will work within the design-build Owner Advisor group to implement collaborative delivery processes for clients. This role involves guiding clients throug...

The Director of Compliance - Broker Dealer at Horace Mann is responsible for managing strategic compliance functions and ensuring alignment with regulatory expectations for Horace Mann Investors, Inc...

The Director of Philanthropy will be responsible for building relationships and securing major gifts from high net-worth individuals in New Jersey to support various programs and initiatives. This rol...

The Senior Investment Consultant at Orion is responsible for fostering and managing relationships with financial advisors to promote Orion's Custom Indexing and OCIO investment solutions. This role in...

The Claim Director-TPA Oversight is responsible for investigating and settling high exposure claims while ensuring excellent customer service and claim file quality. This role involves providing overs...