Trust Advisor Jobs in Montclair, NJ

Lead design and execution of diverse architectural projects from concept to completion. Collaborate with cross-functional teams, ensuring design integrity and compliance with local codes while nurturi...

Lead the charge in federal project management, ensuring effective media monitoring and multimedia production while coordinating with clients, managing risks, and delivering high-quality results under...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Champion strategic treasury operations by optimizing cash flow management, developing automated workflows, and mitigating financial risk, all while enhancing operational efficiency across multiple cur...

Pioneer innovative solutions by architecting end-to-end workflows for commercial insurance products. Collaborate with cross-functional teams to define requirements, enhance user experiences, and imple...

Take ownership of US benefits strategy and vendor management. Design comprehensive health plans, oversee compliance, and enhance employee wellbeing initiatives. Drive operational efficiency and ensure...

Unlock potential by leading the development and execution of comprehensive benefits strategies, managing vendor relationships, ensuring compliance, and enhancing employee wellbeing while collaborating...

Shape the future of employee benefits by leading strategic initiatives for health plan design, vendor management, and compliance. Drive holistic wellbeing strategies and ensure operational efficiency...

Drive the development of target strategies for high net worth personal lines clients, collaborating with commercial producers to provide strategic insurance and risk management solutions while managin...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Advance your career as a Tax Manager specializing in Real Estate. Collaborate closely with clients and lead a talented team, providing expert advisory services while driving client success and enhanci...

Take ownership of client relationships in the Real Estate sector, providing expert tax and advisory services while mentoring a talented team. Drive firm growth with innovative solutions and maintain c...

Drive growth and success by managing strategic national relationships with key long-term care and pharmacy organizations. Lead sales initiatives and build partnerships while ensuring customer satisfac...

Shape the future of institutional client engagements by driving growth in the Central and Western US. Leverage your expertise in relationship management and asset strategy to secure and expand key cli...

Join a team that's redefining data governance by developing strategies that ensure data accuracy and accessibility across the organization, enhancing decision-making and operational efficiency through...

Explore opportunities in operational oversight, empowering teams to deliver exceptional client service while enhancing branch productivity and compliance with firm policies. Engage stakeholders and le...

Join a team that's at the forefront of M&A intelligence, building a proprietary dataset through high-level conversations with market participants, transforming insights into structured data that empow...

Manage independent oversight of private asset investment strategies, focusing on private credit and CLOs. Utilize data analytics to provide insights, enhance reports, and support risk assessment to en...

Join as the key architect of operational excellence, overseeing investor onboarding and trade operations. Shape processes, mentor teams, and enhance collaboration across various stakeholders to ensure...

Elevate investment strategies within the Consumer Health portfolio, driving sourcing, execution, and value creation. Leverage your experience to lead transactions, support portfolio growth, and mentor...

Champion strategic origination of private real estate debt investments across sectors, leveraging extensive relationships to drive underwrite success and enhance Oaktree's investment pipeline in a col...

Drive excellence in Private Markets by managing client relations, supervising staff, and ensuring accurate financial reporting. Lead operational workflow for accounting, compliance, and audits, foster...

Discover a dynamic role in lending, leading a team while managing complex loan processes and client relationships, ensuring exceptional service and compliance with credit policies in a fast-paced fina...

Empower client success by establishing strategic relationships with 20-40 accounts. Drive growth through data insights, strategic planning, and collaboration with internal teams to meet revenue target...

Discover your potential as you provide legal guidance in contracts and compliance for a dynamic nonprofit. Collaborate with leadership to enhance governance and foster a culture of excellence in a rap...