Trust Advisor Jobs in Montclair, NJ

Manage ETF portfolios by overseeing implementation, trading, and performance across global asset classes. Collaborate with teams to ensure alignment with investment objectives and operational excellen...

Unlock potential by leading commercial contract negotiations and strategic transactions within the U.S. insurance sector, driving collaboration across functions to support underwriting, claims, and fi...

Empower the U.S. Corporate Legal team by leading contract negotiations and strategic transactions, collaborating effectively with various stakeholders in the insurance domain for impactful contributio...

Transform client financial futures by providing expert advice on investment options, pension plans, and personalized financial strategies. Engage with participants through in-person and virtual consul...

Drive commercial success by building strategic relationships and translating customer needs into actionable business value. Collaborate cross-functionally to meet sales KPIs while fostering an inclusi...

Support corporate governance compliance and SEC reporting by developing board materials, filing documents, tracking insider trading, and liaising with cross-functional teams to streamline processes an...

Lead strategic capital market initiatives, integrating investment banking and equity solutions. Drive engagement with clients, manage complex financing transactions, and mentor junior team members whi...

Lead capital markets services and financing transactions while collaborating with clients to develop sophisticated solutions. Drive strategic initiatives across sectors and integrate industry expertis...

Play a key role in fund accounting, managing diverse credit strategies and investor relations. Collaborate with cross-functional teams to ensure operational excellence and deliver high-quality results...

Transform large-scale initiatives in property insurance by driving innovation, operational excellence, and enhanced customer experiences. Engage with cross-function teams to develop strategies and lea...

Join a dynamic team to develop customized fixed income strategies for high net worth clients. Utilize your expertise in municipal and corporate bonds to provide insightful market analysis and build st...

Engage as a key team leader managing fund accounting functions, overseeing staff, and cultivating client relationships while ensuring timely financial deliverables and compliance in a fast-paced envir...

Drive engagement with ultra-high-net-worth donors to secure substantial funding. Manage a portfolio of key relationships, employing tailored strategies for cultivation and stewardship, while collabora...

Champion real-time risk insights and drive market-moving decisions by shaping frameworks and enhancing risk methodologies while collaborating with stakeholders in a fast-paced Prime Services environme...

Architect a dynamic pipeline for renewable real estate transactions by supporting origination and closing efforts, engaging with key stakeholders, and collaborating across departments to manage and mi...

Champion client relationships through strategic engagement and collaboration. Drive revenue growth and ensure client satisfaction through effective service delivery. Lead cross-functional teams to add...

Elevate client engagement as a senior leader, building meaningful relationships and managing a diverse portfolio across nonprofit sectors. Drive revenue growth while fostering client satisfaction thro...

Unlock the potential of account operations by ensuring accurate reviews, approvals, and maintenance of client accounts, while driving efficiencies through automation and delivering exceptional service...

Drive financial strategy by overseeing treasury operations, managing risk, and optimizing cash flow. Lead a team to ensure effective banking relations and compliance while enhancing internal controls...

Develop and implement strategic sales plans to drive revenue growth in mid-market to enterprise segments. Collaborate with cross-functional teams, manage a robust sales pipeline, and engage with key c...

Lead the administration of Employee Compliance Program focusing on trading, conduct, conflicts of interest, and regulatory adherence, while collaborating with various stakeholders to enhance complianc...

Drive impactful sales success by leveraging your expertise to cultivate relationships, manage full-cycle deals, and exceed targets in a fast-paced environment focused on delivering value to clients wh...

Drive full-cycle sales of Digital Marketing Services to funeral homes across North America. You will generate pipeline, manage deals, and engage in consultative sales to meet client needs while exceed...

Drive strategic legal support by drafting and negotiating corporate and IP contracts, collaborating with teams, and providing advice on legal issues in the entertainment industry, enhancing business o...

Innovate customer success by leading the onboarding team, optimizing their journey to ensure swift adoption, retention, and effective use of the platform across global segments...