Trust Advisor Jobs in Mahwah, NJ

Transform the FPRS client and advisor experiences by leading a strategic initiative that brings cohesion and innovation to financial protection and retirement solutions. Engage cross-functional partne...

Transform the client and advisor journey through strategic leadership, enhancing experiences across all touchpoints and driving cohesive, impactful change in financial services via innovative solution...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Champion strategic treasury operations by optimizing cash flow management, developing automated workflows, and mitigating financial risk, all while enhancing operational efficiency across multiple cur...

Advance client engagement by managing teams, delivering high-quality services, and leading financial due diligence for M&A and other transactions in a collaborative environment focused on growth and c...

Take ownership of US benefits strategy and vendor management. Design comprehensive health plans, oversee compliance, and enhance employee wellbeing initiatives. Drive operational efficiency and ensure...

Unlock potential by leading the development and execution of comprehensive benefits strategies, managing vendor relationships, ensuring compliance, and enhancing employee wellbeing while collaborating...

Shape the future of employee benefits by leading strategic initiatives for health plan design, vendor management, and compliance. Drive holistic wellbeing strategies and ensure operational efficiency...

Unlock potential by delivering exceptional support to Private Banking clients, managing trades, and collaborating across teams to enhance investor relationships while ensuring a secure, confidential b...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Architect innovative quantitative investment strategies using derivatives and alternative data. Collaborate across teams to customize solutions, ensuring efficient execution and driving positive clien...

Advance your career as a Tax Manager specializing in Real Estate. Collaborate closely with clients and lead a talented team, providing expert advisory services while driving client success and enhanci...

Take ownership of client relationships in the Real Estate sector, providing expert tax and advisory services while mentoring a talented team. Drive firm growth with innovative solutions and maintain c...

Shape the future of institutional client engagements by driving growth in the Central and Western US. Leverage your expertise in relationship management and asset strategy to secure and expand key cli...

Join a team that's redefining data governance by developing strategies that ensure data accuracy and accessibility across the organization, enhancing decision-making and operational efficiency through...

Explore opportunities in operational oversight, empowering teams to deliver exceptional client service while enhancing branch productivity and compliance with firm policies. Engage stakeholders and le...

Join a team that's at the forefront of M&A intelligence, building a proprietary dataset through high-level conversations with market participants, transforming insights into structured data that empow...

Manage independent oversight of private asset investment strategies, focusing on private credit and CLOs. Utilize data analytics to provide insights, enhance reports, and support risk assessment to en...

Elevate investment strategies within the Consumer Health portfolio, driving sourcing, execution, and value creation. Leverage your experience to lead transactions, support portfolio growth, and mentor...

Contribute to our dynamic sales team, building lasting relationships in the commercial design space while driving revenue growth with innovative furniture solutions for various industries...

Champion strategic origination of private real estate debt investments across sectors, leveraging extensive relationships to drive underwrite success and enhance Oaktree's investment pipeline in a col...

Drive excellence in Private Markets by managing client relations, supervising staff, and ensuring accurate financial reporting. Lead operational workflow for accounting, compliance, and audits, foster...

Discover your potential as you provide legal guidance in contracts and compliance for a dynamic nonprofit. Collaborate with leadership to enhance governance and foster a culture of excellence in a rap...

Lead the charge in shaping the financial strategy and governance of the organization, ensuring compliance, and driving cost management initiatives for sustainable growth in a dynamic healthcare enviro...

Champion product innovation by leading the adoption roadmap to drive value realization for customers. Collaborate cross-functionally to ensure successful product launches and maximize usage across dig...