Trust Advisor Jobs in Lexington, MA

Lead the charge in optimizing ETF operations by managing servicing activities, enhancing workflows, and ensuring accurate execution while collaborating with cross-functional teams to drive process imp...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Help us drive innovative workplace savings solutions, focusing on product strategy, development, and national distribution. Collaborate across teams to engage Fortune 1000 employers while optimizing f...

Architect a pioneering workplace benefits solution, driving product development and strategic partnerships to enhance financial wellness offerings across a diverse national client base while owning P...

Transform workplace-based financial solutions by leading product strategy, developing distribution channels, and driving strategic partnerships. This role requires expertise in financial wellness, inn...

Drive innovation in financial wellness solutions, leading product strategy and distribution for workplace-based 529 and ABLE programs. Engage partners to build a sustainable offering that scales acros...

Unlock your potential as a visionary leader driving innovative workplace benefit solutions. Harness your financial services expertise to shape product strategies, establish strategic partnerships, and...

Lead a global team in ensuring third-party and supply chain resilience, overseeing frameworks, standards, and methodologies to support enterprise objectives and regulatory compliance while driving sta...

Lead the charge in the Payment Integrity space, acting as a critical sales engineer. Support Sales and Client Management teams by providing expertise in Price Optimization solutions, driving new busin...

Pioneer growth by supporting strategic partnerships and communication initiatives. Collaborate with stakeholders to drive business development, enhance relationships, and execute actionable plans that...

Join a team that drives successful Epic implementations, ensuring client satisfaction and high-quality patient care through effective project management and communication. Collaborate with healthcare...

Champion innovative marketing strategies to drive growth for Credit Cards, overseeing budget management and cross-functional collaboration. Leverage creativity and strategic insights to enhance brand...

Transform the credit trading landscape by executing high yield and distressed investments, collaborating closely with Portfolio Managers, and providing analytical insights that drive success and strat...

Transform distressed real estate projects through strategic management and financial analysis. Engage with clients, lead on-site operations, and drive business development in a hybrid role focused on...

Lead the charge in optimizing document management standards across collaboration platforms, ensuring organization, adherence to policies, and providing user support to maintain a consistent, accessibl...

Drive your career with us as you manage global benefit programs, ensuring compliance, enhancing employee understanding, and collaborating with internal stakeholders for optimal service delivery and pr...

Reimagine the risk and control landscape by facilitating stress testing, developing compliance policies, and managing regulatory obligations to enhance financial governance and ensure adherence to ind...

Drive the evolution of the benefits department while leading a talented team, focusing on culture, training, and client revenue enhancement through proactive management and development initiatives acr...

Join a dynamic team as you lead initiatives that shape culture, drive development, and enhance client relations. This role combines account management with leadership responsibilities in a collaborati...

Lead the charge in managing a portfolio of cyber R&D programs, overseeing all phases from development to execution, facilitating operational success, and collaborating with multi-disciplinary teams to...

Drive customer success by delivering strategic guidance and collaborating with teams to enhance product adoption, resolve issues, and ensure high client satisfaction in a dynamic, solution-oriented ro...

Join a team that's delivering tailored administrative services for private equity and hedge funds. Your expertise will facilitate client relationships and workflow management, ensuring timely and accu...

Elevate your career by managing key client relationships and team workflows while delivering comprehensive fund accounting services. You'll ensure accuracy in financial reporting and fee calculations...

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...

Lead the charge in developing strategic relationships to boost occupancy through targeted outreach and brand representation. This role drives community engagement and referral generation, optimizing b...