Trust Advisor Jobs in Montclair, NJ

Lead financial fund operations and client relationships while managing staff and ensuring timely deliverables. Oversee financial statement preparation, audits, and complex fee calculations, contributi...

Manage client relationships while supervising a dynamic team. Oversee financial reporting, audit coordination, and workflow efficiency to enhance fund administration service delivery and client satisf...

Collaborate with a dynamic team to lead fund accounting operations, manage client relations, and ensure timely financial reporting while developing strong interdepartmental communications and enhancin...

Shape the future of fund administration by leading a strong team in managing client relationships, overseeing financial reporting and audits, and ensuring compliance with complex regulations while dri...

Unlock potential as you drive client relationships, manage workflows, and supervise accounting staff. Review financial documents and lead audits, ensuring excellence in fund administration and account...

Oversee critical fund accounting processes while managing teams and client relationships. Ensure timely delivery of financial statements and audits, while guiding staff and fostering strong partnershi...

Drive client relationships and oversee the fund accounting process, managing team workflows and ensuring timely deliverables while maintaining high-quality standards in financial reporting and audits...

Shape the future of fund accounting by leading a dynamic team, managing client relationships, and ensuring the accuracy of financial documents. Utilize your expertise to ensure precise reporting and s...

Transform enterprise risk management by collaborating cross-functionally to enhance risk processes and frameworks, support effective strategies, and drive automation of key operations while analyzing...

Unlock potential by serving as a primary legal advisor in a dynamic fintech environment, providing regulatory guidance on product initiatives while ensuring compliance and supporting the compliance ma...

Lead the charge in driving customer success and engagement by building strategic relationships and delivering heightened value throughout the customer lifecycle, ensuring satisfaction and growth withi...

Lead the development and management of premier business programs for financial advisors and institutions, collaborating closely with teams globally to enhance professional practices and client solutio...

Champion efficiency in legal processes by driving collaboration with AEs, architecting workflow solutions, and leading evaluations to ensure top-quality AI outputs in a dynamic, innovative environment...

Engage in leading comprehensive counterparty credit management for commodities, overseeing underwriting and risk assessment while driving process improvements and collaborating cross-functionally to o...

Transform client relationships by providing tailored financial solutions, anticipating their needs, and driving engagement through exceptional service and holistic planning strategies. Collaborate wit...

Unlock potential by leading CMBS origination strategies and nurturing client relationships to boost revenue and team performance in commercial real estate financing. Serve as a player-coach while driv...

Lead underwriting efforts by managing a team, assessing risks, and enhancing processes. Foster growth while engaging with brokers and monitor portfolio performance in a dynamic, hybrid work environmen...

Help us drive compliance innovation in product development. Leverage AI tools to ensure seamless integration of regulatory standards from ideation to launch while maintaining a risk-aware culture that...

Support fundraising lifecycle for real estate funds by collaborating with stakeholders, developing strategies, and facilitating stakeholder engagement to ensure effective execution of fundraising init...

Lead the strategic direction of IT operations and security, ensuring a robust, scalable technology ecosystem. Drive innovation in AI and automation, while managing IT infrastructure and compliance to...

Advance compliance initiatives across Global Securities Financing by providing expertise on regulatory matters, driving policy development, and collaborating with key stakeholders to ensure adherence...

Champion growth by driving new client acquisition and managing full-cycle sales for real estate solutions. Utilize consultative techniques to deliver value and achieve significant revenue targets in a...

Lead fundraising initiatives for habitat conservation programs across the U.S. Collaborate with program teams to strategize and implement efforts aimed at securing private funds, enhancing donor relat...

Lead enterprise sales efforts by developing strategic relationships, driving new business, and expanding existing accounts with a focus on consultative selling and solution alignment. Be the key playe...

Champion growth by developing and executing strategic account initiatives across healthcare systems and academic institutions, fostering executive relationships, and driving enterprise-wide adoption o...