Trust Advisor Jobs in Montclair, NJ

Unlock potential by providing tailored wealth management strategies. Collaborate with clients to develop financial plans and guide them through an exceptional service experience while supporting Wealt...

Champion client success by providing tailored wealth management strategies, collaborating closely with Wealth Advisors to develop individualized financial plans and deliver exceptional client experien...

Shape the future of private funds by advising on compliance, negotiating agreements, and drafting legal documents, while collaborating with various stakeholders to achieve successful fund formation an...

Empower growth by underwrite and pricing property treaties; assess risks, provide insights, and build client relationships. Leverage technical expertise and market understanding to enhance profitabili...

Transform your career by overseeing daily KYC operations in post-trade securities, ensuring compliance and accuracy while collaborating with front office teams and outsourced support for streamlined s...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Take ownership of compliance for trust companies, ensuring adherence to regulatory standards and laws. Lead the development, implementation, and monitoring of compliance programs while collaborating w...

Transform client financial futures by managing and servicing complex trust accounts. Build strong relationships, develop tailored financial strategies, and achieve sales goals while ensuring complianc...

Join a team that's shaping investment strategies by providing legal counsel on asset management, ensuring compliance with federal regulations, and advising on fund operations and real estate initiativ...

Lead the charge in establishing a robust compliance framework for broker-dealer operations across North America. Collaborate with cross-functional teams to ensure regulatory adherence, operational rea...

Transform engagement by facilitating corporate management meetings and investor research trips. Collaborate with investment teams and external stakeholders to enhance communication, streamline process...

Lead client relationships by providing personalized financial planning and investment guidance. Collaborate with a dedicated advisory team to help clients navigate complex financial decisions and achi...

Empower clients through expert financial planning and tailored investment guidance. As a senior leader, you'll drive relationship-building and strategic decision-making, ensuring client goals are met...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Unlock potential by managing a comprehensive privacy program, ensuring compliance with regulations, and embedding privacy principles across all operations while serving as an internal expert and colla...

Lead the charge in advancing institutional partnerships and driving revenue growth in the tokenized asset ecosystem. Collaborate cross-functionally to implement a successful go-to-market strategy and...

Empower the Trusts & Estates Center of Excellence by coordinating trainings, maintaining procedural knowledge, and enhancing oversight to ensure quality and risk management across administration proce...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Join a dynamic team to drive software development initiatives, aligning technical execution with business objectives, enhancing stakeholder collaboration, and ensuring smooth project deliveries across...

Transform the financial technology landscape by architecting high-performance React components, driving feature ideation with UX teams, and ensuring robust testing strategies for scalable, accessible...

Champion product innovation by driving the evolution of our Private Credit platform. Collaborate across teams to define and enhance product features, ensuring they align with global client needs and e...

Champion excellence in client service and tax management for charitable organizations by leading a specialized team. Drive successful planned giving strategies while ensuring compliance and enhancing...

Transform the future of banking by driving strategic institutional tokenization projects across divisions. Collaborate with diverse teams to convert opportunities into executable solutions that incorp...

Shape the future of investor services by supervising a dedicated team, ensuring efficiency in transaction processing, and fostering client relationships while maintaining regulatory compliance and sup...