Trust Advisor Jobs in Matawan, NJ

The Trust Advisor III is responsible for managing a book of business by providing insights into trust documents and overseeing estate planning. This role involves direct collaboration with Financial A...

The Director of Investment Services will lead the full sales cycle, focusing on business development and maintaining relationships with institutional investors in New York. This role involves client e...

The Trust & Estate Advisor at Rockefeller Capital Management is responsible for reviewing trusts, wills, and other documents related to the inter-generational transfer of wealth. This role involves ma...

The Trust Officer - Vice President at Deutsche Bank's Wealth Management is responsible for managing and overseeing a variety of trust and estate accounts, including testamentary, revocable, and irrevo...

The Senior Portfolio Advisor manages client relationship teams and oversees investment programs for foundations and institutions, providing guidance on long-term investment strategies and portfolio co...

The Associate Trust Officer supports Senior Trust Officers in managing and administering trusts, focusing on client relationships and compliance with regulations. This role requires collaboration with...

The Trust and Estate Administration Paralegal will manage all aspects of estate and trust administration, including probate processes and client interactions. The role requires strong organizational s...

The Founding Wealth Advisor will lead Titan's wealth advisory team and strategy, focusing on building and managing high-value client relationships to drive asset under management (AUM) growth. This ro...

The Trust Specialist at Morgan Stanley is a business development role focused on providing corporate trustee solutions to clients through collaboration with Financial Advisors. This position involves...

The Trust Administration Senior Business Analyst will develop business requirements documents and provide solutions to meet the needs of existing and incoming clients. This role involves engaging with...

The Wealth Advisor at Chilton Trust is responsible for delivering tailored advice and solutions to Ultra High Net Worth clients, focusing on wealth preservation, investment management, and estate plan...

The Transaction Manager will oversee a diverse portfolio of loans and bonds, managing queries from transaction participants and assisting in closing new deals. This role involves reviewing transaction...

The Fiduciary Administrator is responsible for managing estate and trust administration, including the preparation of legal documents and tax returns. This role requires strong communication skills an...

The Financial Advisor at the Center for Wealth Preservation will build and nurture a network of clients seeking tailored financial planning services. This role involves providing a wide range of finan...

The Senior Advisor will manage interactions with federal legislative and regulatory bodies, strategizing policy proposals and maintaining relationships with key stakeholders in the insurance industry...

LPL Financial is seeking an experienced attorney to serve as Vice President, Assistant General Counsel, focusing on single advisor contract drafting and implementation. This role involves providing st...

The Institutional Fiduciary Officer is responsible for managing client relationships and ensuring high levels of service for Collective Investment Trusts (CIT) and Outsourced Chief Investment Officer...

The Associate, Advisor in Wealth Management supports Advisors in meeting the wealth management and financial planning needs of clients. Responsibilities include data gathering, financial plan developm...

The Senior Trust Officer at Bank of America is responsible for managing fiduciary and investment management accounts for high-net-worth clients, focusing on multi-generational families. This role invo...

The Sr Account Manager, WM Advisory is responsible for managing complex client relationships by coordinating the administration of fiduciary, investment management, and custody accounts. This role inv...

The Head of Enterprise Data Governance and Management at Northern Trust is responsible for leading the governance and management of data across the organization. This role involves developing strategi...

The Head of Integrated Campaign Strategy for Asset Management at Northern Trust will lead the development and execution of global omni-channel marketing campaigns to drive business objectives. This st...

The Financial Advisor Relationship Manager at CAPTRUST is responsible for delivering high-level service to clients by supporting Financial Advisors in providing quality advice and services. This role...

The Advisor Success Manager at Vestwell will advocate for investment advisor partners, ensuring a positive experience while driving growth and retention. This role involves managing relationships, pro...

The Client Advocate is responsible for building and maintaining positive relationships with clients, serving as the primary point of contact for support and issue resolution. This hybrid role combines...