Trust Advisor Jobs in Lexington, MA

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base...

Join a dynamic team as you support healthcare consulting projects through research, data analysis, and deliverable preparation, impacting biotech and pharmaceutical industries while developing your pr...

Contribute to dynamic healthcare consulting projects by conducting research and analysis, supporting client decision-making, and gaining insights into the biotech and pharmaceutical sectors. Develop e...

Transform your career with hands-on consulting experience in biotechnology and pharmaceuticals. Conduct research, support financial modeling, and help clients make informed decisions in a dynamic heal...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Drive treasury operations and cash management initiatives across multiple entities, focusing on loan administration, ABL, and efficient cash movement. Collaborate with Finance and Accounting leaders t...

Advance the asset-based loan origination portfolio while managing client relationships and supporting Senior Originators in acquiring new business. Collaborate across teams to develop effective pitch...

Unlock potential by driving innovative investment strategies and thorough market analysis. Collaborate with teams to ensure adherence to policies, perform due diligence, and elevate the quality of inv...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...

Drive your career forward as a Senior Business Analyst, leading initiatives that transform business solutions. Collaborate with cross-functional teams to analyze data, enhance processes, and deliver i...

Manage cash flow, corporate investing, and banking relationships. Optimize electronic payments and enhance forecasting processes while ensuring compliance and operational efficiency across financial o...

Elevate the Digital Assets operating model by providing deep expertise in blockchain and cryptocurrencies, acting as a key liaison among business practitioners, customers, and product teams, and ensur...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Join a team that's dedicated to preserving local historic districts by overseeing renovation requests, providing guidance, and engaging the community through education initiatives and collaborative pr...

Drive operational excellence as a Technical Director, overseeing a distributed team of experts. Lead quality assurance, continuous improvement initiatives, and ensure compliance in a dynamic aerospace...

Transform your legal career by driving crucial litigation and compliance initiatives, collaborating across teams, and building robust processes in a fast-paced, dynamic environment that values innovat...

Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...

Shape the future of fund structure and compliance while partnering closely with GPs. As a strategic advisor, you'll craft essential legal documents, guide operational processes, and ensure regulatory...

Shape the future of investment fund law by architecting regulatory and operational frameworks. Collaborate with GPs to streamline fund structuring, compliance, and strategic market positioning, all wh...

Lead the charge in managing complex shareholder litigation and securities class actions. Drive strategy, oversee legal processes, and collaborate cross-functionally to mitigate risks while navigating...

Shape the future of alternative investments by collaborating with cross-functional teams to create, implement, and optimize technology solutions. Drive projects to enhance internal operations while en...

Unlock potential by designing and implementing innovative platform solutions. Collaborate across teams to enhance architecture for scalability and integration, driving automation and continuous improv...

Develop your career by managing a global RFP team and leading content initiatives. Enhance proposal automation, improve quality and efficiency, and use analytics to drive strategic content decisions f...