Trust Advisor Jobs in Mahwah, NJ

Drive client success by analyzing investment needs, recommending products, and monitoring performance. Collaborate with regional teams to enhance customer experiences, ensuring sales targets are met i...

Pioneer a seamless onboarding experience for Plan Sponsors and Financial Advisors. This role involves managing project timelines, collaborating with stakeholders, and providing expertise in plan desig...

Transform your career by leading risk management and recovery strategies for distressed credit portfolios, collaborating with diverse stakeholders to navigate complex financial challenges and drive su...

Optimize your legal and investment expertise as you analyze and support litigation finance portfolios. Collaborate with cross-functional teams to track and evaluate investments, offering insights in a...

Transform high-net-worth client relationships through strategic investment management and business development while mentoring junior team members to drive growth and ensure exceptional service delive...

Deliver impactful paralegal support in regulatory filings and governance for US registered funds. Collaborate with legal teams and train junior paralegals to ensure compliance and efficiency in a fast...

Join a team that's dedicated to providing personalized financial guidance, enhancing client relationships, and developing tailored wealth management strategies to help clients achieve their financial...

Drive compliance excellence by leading the securities and ethics oversight program, designing effective processes across departments, and ensuring robust governance as the subject-matter expert in a h...

Support strategic business initiatives by analyzing data, implementing improvements, and coordinating executive projects. Act as a subject matter expert while driving policy adherence and enhancing ov...

Pioneer effective product strategies as a Product Owner, collaborating across teams to ensure seamless delivery of innovative solutions. Focus on tactical execution and backlog management to enhance u...

Pioneer the origination, structuring, and closing of FHA-insured multifamily and healthcare loans while providing exceptional service and insights throughout the loan process, ensuring compliance and...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Empower a high-performing sales team to drive $2.5M+ in annual revenue through strategic leadership, data-driven decisions, and effective coaching, ensuring a robust sales pipeline while positioning o...

Unlock potential by driving investment and insurance strategies, enhancing client relationships, and delivering exceptional financial solutions. This role involves business development, effective comm...

Drive client investment and insurance strategies while enhancing relationships. Utilize your expertise to manage market opportunities, deliver tailored financial plans, and foster collaboration among...

Empower clients to achieve their financial goals by leveraging investment strategies and delivering personalized financial planning solutions. Build strong relationships and provide exceptional servic...

Champion high-impact initiatives by driving execution and strategy; partner with senior leaders to enhance internal transformations while ensuring alignment across complex cross-functional programs. E...

Partner with us to support construction clients by assessing risks, delivering tailored solutions, and enhancing client relationships. This is a pivotal role for early-career professionals aiming to e...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Join a team that's transforming credit operations by leading underwriting, origination, and credit review for innovative healthcare financing, ensuring robust asset management and supporting strategic...

Lead client engagement and relationship management, ensuring satisfaction and retention across public and private markets, while collaborating internally to deliver customized investment solutions and...

Join a high-performing team as you lead client account management, driving revenue growth and operational excellence while overseeing contract negotiations and ensuring strong client relationships...

Join our Legal Department as a Corporate Paralegal, supporting fund compliance, corporate governance, and legal operations, while enhancing processes and managing documentation to ensure regulatory ad...

Join a team that's redefining global tax strategy, providing expert legal counsel on federal, state, and international tax matters. Collaborate with senior leadership to mitigate risks and support bus...

Join a team that's driving complex legal strategies for nuanced M&A transactions. As a VP, Transaction Counsel, you'll provide expert guidance on acquisitions and reinsurance deals while fostering col...