Trust Advisor Jobs in Lexington, MA

Lead our Private Equity FOF division by managing client relationships, supervising staff, and ensuring compliance with fund agreements while delivering exceptional accounting services and reporting...

Elevate client service in Private Equity FOF by supervising teams, managing relationships, and ensuring compliance. Lead financial reporting and operational efficiency to drive client success and sati...

Own and optimize the Gainsight platform to enhance customer experience through health scoring, playbooks, and actionable insights, collaborating across teams to ensure data-driven customer engagement...

Optimize compliance strategies across affiliated SEC Registered Investment Advisers. Collaborate with leaders to enhance policies and ensure adherence to regulations, driving a robust compliance cultu...

Champion innovative reporting solutions that enhance client insights and investment analytics. Lead critical projects in performance reporting while developing relationships with key stakeholders to d...

Accelerate progress at client retention and growth through strategic leadership. Drive results by fostering a high-performing team, aligning account strategies, and cultivating strong client relations...

Join as an eDiscovery Associate Project Manager to support client projects by managing electronic information, collaborating with teams, and ensuring efficient execution, all while enhancing client sa...

Lead business development initiatives as a key expert in commercial lending, originating and managing loans that align with bank policies, while fostering relationships with clients to drive quality s...

Engage enterprise customers by owning the full sales cycle and driving new business. Leverage strong relationships with technical leaders and utilize strategic insights to navigate complex deals in a...

Lead the charge in developing and managing a portfolio of large business clients, focusing on relationship building, financial advisory, and strategic growth to enhance client satisfaction and drive b...

Empower financial wellness by delivering tailored retirement plans and expert advice for large clients. Collaborate with participants to navigate financial goals, providing support throughout their jo...

Empower the growth of our in-house legal team by providing strategic counsel on complex legal issues, ensuring compliance and mitigating risks across various business operations in a fast-paced, remot...

Champion innovative investment strategies that align with client goals, managing complex portfolios and collaborating with teams to optimize performance. Drive growth through superior service, client...

Join a team that's shaping change risk management capabilities by developing governance programs and enhancing oversight across strategic initiatives while collaborating with cross-functional teams to...

Champion compensation strategies to attract, retain, and reward top talent. Collaborate with HR and leadership to design data-driven programs that enhance equity and competitiveness, leveraging AI and...

Engage clients and manage daily operations for investment fund administration. You will maintain relationships and enhance client satisfaction while overseeing accurate reporting and efficient interna...

Transform your career by providing critical support to real estate transactions. Leverage your analytical skills to manage data and deliver insightful reports, driving success within a national portfo...

Shape the future of federal partnerships by driving channel growth and leveraging your network within compliance and cybersecurity. Collaborate closely with sales and marketing teams to enhance lead g...

Accelerate your career by driving client onboarding and integration initiatives across multiple asset classes, collaborating with stakeholders to deliver customized solutions and ensuring seamless pro...

Unlock potential by leading customer relationships and driving sales for auto lending products, ensuring high satisfaction and achieving production goals in a designated territory. Utilize strategic i...

Join us to lead accounting advisory engagements, assist clients in refining financial reporting, and mentor a dynamic team within a supportive, growth-focused culture...

Lead the charge in overseeing non-US evergreen operations, enhancing fund management, and driving operational efficiencies. Collaborate with cross-functional teams to deliver scalable solutions for pr...

Optimize client relationships and service for high net worth personal insurance accounts. Develop new business while ensuring all client needs are comprehensively met, contributing to departmental goa...

Reimagine the future of design with innovative technology and leadership expertise. This role integrates strategy, collaboration, and advanced digital tools to enhance visualization, project delivery...

Join a team that’s redefining implementation in fintech. Lead enterprise software projects, collaborating with clients and teams to deliver successful solutions. Ensure client satisfaction and drive p...