Trust Advisor Jobs in New York, NY

Manage and optimize Special Needs Trusts by providing expert fiduciary guidance, ensuring compliance, and building strong client relationships to meet their unique financial goals and objectives...

Lead and manage fiduciary matters to enhance client satisfaction and ensure compliance, while growing Trust and Investment Agency accounts to meet high-net-worth client needs. Drive relationship-build...

Lead the charge in financial strategy development, collaborating with clients to achieve tailored investment solutions and navigate market dynamics while optimizing team performance and driving busine...

Elevate client satisfaction by delivering tailored financial strategies and leveraging team collaboration. Drive business growth through effective relationship management and investment insights to ac...

Lead client financial journeys by creating tailored investment strategies and optimizing growth opportunities within a collaborative wealth advisory team, ensuring clients achieve their financial obje...

Elevate client investment strategies through expert portfolio management, driving relationship growth and new business opportunities while ensuring compliance and leveraging technology for optimal per...

Elevate the practice of trust and estate law by advising on complex fiduciary matters, negotiating critical agreements, and collaborating with senior stakeholders to navigate regulatory requirements a...

Reimagine fiduciary solutions and trust administration while building strong relationships. Oversee compliance, manage risks, and collaborate with internal teams to ensure optimal client service in es...

Transform client advisory services by driving the adoption of innovative solutions, enhancing client experiences, and supporting strategic initiatives across investment management and wealth planning...

Empower transformation through innovative AI strategies and execution. Lead cross-functional teams in the insurance sector, shaping efficient operations and enhancing capabilities for Group Benefits i...

Shape the future of fiduciary governance by overseeing compliance, managing conflicts, and leading program administration. Collaborate closely with executives to ensure adherence to fiduciary standard...

Manage and administer personal trust accounts, leading projects and resolving complex issues while collaborating with senior management and financial advisors to meet client objectives and ensure comp...

Join a dynamic team dedicated to service ultra-high net worth clients. You'll develop client relationships, manage accounts, and collaborate across services, ensuring comprehensive, proactive support...

Join a team that's dedicated to helping clients achieve their financial goals. As a Financial Consultant, you'll build lasting relationships, create tailored wealth management plans, and collaborate w...

Lead the charge in guiding investors through art and alternative asset investments. Engage both prospective and established clients to grow and nurture a thriving investment community, leveraging fina...

Transform client financial strategies by managing complex trusts and estates. Cultivate relationships to understand goals and develop tailored solutions while achieving revenue targets through excepti...

Help us elevate client financial well-being by delivering expert advisory services, guiding investment management, and crafting personalized retirement solutions in a dynamic and supportive wealth man...

Drive growth in HNW sales by leading advisor engagement, crafting compelling narratives, managing campaigns, and executing large-case governance to enhance production and retention across diverse plat...

Elevate client engagement by guiding High Net Worth families in strategic estate and tax planning. Collaborate with internal teams to ensure timely delivery of exceptional service, addressing their un...

Empower high-net-worth individuals by leading a sophisticated trusts and estates practice, delivering comprehensive wealth planning and estate strategies while collaborating with a network of experts...

Unlock potential by leading a premier trusts and estates practice, advising high-net-worth clients with intricate wealth planning needs while collaborating across disciplines in a supportive national...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Elevate your career by leveraging your accounting expertise to analyze and report on financial data, collaborating with a dedicated team to support ultra-high-net-worth clients in fulfilling their uni...

Join a dynamic team to optimize institutional equity trading across the Americas. Utilize your expertise in market structure and execution strategies to deliver high-quality outcomes while ensuring co...

Join a team that's dedicated to delivering customized wealth management solutions to affluent clients, leveraging deep knowledge and strategic partnerships to navigate complex financial situations and...