Trust Advisor Jobs in Lowell, MA

Deliver expert tax preparation and planning services, building lasting client relationships through effective communication and virtual tools, while supporting diverse business needs in a fast-paced e...

Pioneer methods to enhance trust services, guiding high-net-worth clients and associates through onboarding processes while ensuring compliance and facilitating seamless transitions for existing trust...

Drive impactful client relationships and lead a skilled team in delivering precise tax planning and compliance services. Leverage your expertise in fiduciary tax matters to support charitable organiza...

Lead the charge in overseeing charitable asset management services, nurturing client relationships and mentoring your team. Drive performance, deliver timely tax solutions, and contribute to business...

Inspire community resilience by overseeing asset management of affordable housing, ensuring financial performance, regulatory compliance, and sustainability efforts, while collaborating with cross-fun...

Analyze, manage, and enhance the performance of affordable housing properties while collaborating with key teams to optimize operations and compliance. Drive sustainable practices and financial stabil...

Lead the charge in establishing a robust transfer agency oversight function, shaping operational models and governance for global fund activities, and driving excellence across investor onboarding, re...

Join a team that analyzes and underwrites credit requests, manages loan processes, and monitors risk within the portfolio, ensuring compliance and providing excellent customer interaction for optimal...

Help us support clients through the estate planning process by establishing wills, trusts, and powers of attorney. We seek a licensed attorney with strong analytical and communication skills to join o...

Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...

Optimize legal frameworks for financing transactions, guiding investment teams on cross-border negotiations, documenting asset-backed and private placement agreements to mitigate risks and ensure comp...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

Join a team that drives compliance and operational readiness in Asset Management by assessing impacts of products and regulations, while fostering collaboration across functional areas and maintaining...

Empower clients by managing complex trust relationships and providing fiduciary guidance. Utilize your expertise in trust law, taxation, and relationship management to deliver exceptional trust admini...

Shape client acquisition and market growth through CPA partnerships. Drive relationship-building and convert opportunities into long-lasting client engagements while enhancing local brand visibility a...

Join a team that's shaping the future of banking by analyzing and underwriting credit requests, managing portfolios, and collaborating closely with clients and professionals to ensure optimal financia...

Empower transformation by leading AI-driven initiatives that enhance business operations and strategic execution within Group Benefits, ensuring innovation aligns with regulatory standards and operati...

Champion operational excellence by overseeing Fidelity Funds Transfer Agent functions, ensuring compliance with policies, and driving process improvements while influencing connections with senior lea...

Join a dynamic team as you support Loan Officers through the loan life cycle, evaluating creditworthiness and ensuring smooth loan processing and closing while analyzing market trends and borrower per...

Empower families by creating tailored estate plans. Collaborate with clients to navigate complexities, ensuring their children are secure and protected. Enjoy a work-life balance while delivering exce...

Drive impactful data governance initiatives, enhancing process efficiency and quality. Collaborate across functions to design solutions that support investment decisions and reporting transparency whi...

Engage with Fidelity's Transfer Agents to ensure compliance and operational integrity while shaping policies and processes. Collaborate with senior management to enhance oversight and be a key influen...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Join a dynamic investment team to evaluate managers, enhance strategies, and drive portfolio success. Your insights will shape investment decisions and contribute to essential healthcare and philanthr...