Trust Advisor Jobs in Montclair, NJ

Engage high-profile clients to drive business development and fundraising efforts. Collaborate with internal teams and manage the sales process while advocating for JefAM’s competitive edge in the inv...

Shape the future of real estate finance by managing complex transactions and providing strategic insights. Collaborate with expert teams to drive impactful deals and enhance client relationships while...

Elevate your career by collaborating with Financial Advisors to enhance retirement plan consulting services. Lead engagements, manage opportunities, and deliver tailored presentations while fostering...

Join a dynamic team as you drive DC Consulting program adoption among Financial Advisors. Your expertise will empower retirement plan sales, enhance client relationships, and ensure exceptional experi...

Tackle complex claims management by efficiently resolving litigated and non-litigated professional claims. Ensure proactive communication and support to clients, mitigating exposures and delivering te...

Accelerate progress at the forefront of data architecture, driving AI readiness and semantic consistency while collaborating with business and tech teams to enhance information governance and analytic...

Lead the charge in driving infrastructure financing success through strategic origination, execution of complex transactions, and cultivation of high-level investor relationships. Shape the future of...

Elevate your career by supporting end-to-end execution of equity transactions in a dynamic environment. Collaborate across diverse teams to ensure precision and compliance throughout the syndicate ope...

Join our team as a Financial Services Expert Witness to provide critical analysis and testimony in legal cases related to banking and finance, leveraging your extensive industry expertise and analytic...

Lead transformative initiatives to modernize enterprise-wide data governance and privacy risk management. Collaborate across teams to execute high-impact programs that underpin AI-ready data capabilit...

Lead strategic transformation initiatives, advancing enterprise-wide data governance and privacy risk management. Collaborate across functions to enhance capabilities and establish standardized progra...

Lead the charge in U.S. Commercial & Esoteric ABS business development to meet revenue goals and expand rating coverage through vital issuer and banker relationships, reporting to senior leadership an...

Drive revenue growth by owning the full sales cycle, from prospecting to contract execution. Leverage a strong pipeline and strategic outreach to acquire new clients and achieve sales targets in a dyn...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Join a dynamic team as you provide expert financial planning and investment solutions, ensuring exceptional service to clients while fostering strong relationships and driving growth in a collaborativ...

Unlock your potential in a dynamic team dedicated to guiding clients through tailored financial strategies. Leverage your expertise to achieve sales goals while enhancing relationships and driving cli...

Drive data governance initiatives to ensure consistency, quality, and compliance across applications and datasets, partnering with stakeholders to establish authoritative sources and enhance data mana...

Unlock your potential by driving strategic initiatives in complex insurance placements for global financial institutions. Collaborate across markets and empower clients with tailored risk management s...

Optimize asset data integrity by managing quality analysis, operations, and governance. Collaborate across investment and technology domains to ensure reliable, accurate data for decision-making and r...

Take ownership of building strategic partnerships to drive innovation and revenue growth. Collaborate with cross-functional teams to operationalize partnerships and influence product strategies, contr...

Transform D&O liability claims management by evaluating coverages, conducting investigations, and negotiating resolutions. Leverage 5+ years of expertise to shape solutions while ensuring compliance w...

Drive impactful retirement investment strategies by leading a dedicated team in managing defined contribution plans, evaluating investment opportunities, and ensuring compliance with regulations to en...

Transform digital asset services by providing expert legal guidance on product development, compliance, and regulatory matters. Collaborate with teams to navigate the evolving landscape of digital ass...

Champion structured finance solutions by leading transactions, analyzing asset pools, and navigating client relationships. Collaborate seamlessly with internal teams and clients to tailor bespoke fina...

Optimize transplant case management by overseeing patient needs, coordinating care, and ensuring compliance with medical policies while collaborating with teams and stakeholders for effective treatmen...