Trust Advisor Jobs in New York, NY

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

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...

Elevate client engagement by connecting with UHNW individuals at gallery events, driving follow-up activities, and supporting Senior Advisors in building long-term relationships while contributing to...

Elevate your career by managing complex investment portfolios for high net worth clients. Collaborate with teams to drive business growth while implementing tailored investment strategies that align w...

Partner with us to deliver exceptional trustee services, enhance advisor relationships, and drive new business opportunities. Leverage your trust expertise to ensure client satisfaction and support LP...

Lead client engagement and strategy in estate planning for UHNW families, enhancing team capabilities while delivering tailored solutions, internal training, and maintaining industry relationships to...

Drive client-focused service by managing relationships and integrating financial strategies. Collaborate across teams to deliver tailored investment solutions and ensure seamless account administratio...

Champion the governance framework for strategic portfolio oversight, ensuring disciplined executive decision-making, transparency, and robust financial planning. Collaborate across teams to enhance ac...

Engage clients with tailored financial strategies to enhance their wealth management experience. Leverage extensive expertise in investment solutions, foster strong relationships, and proactively grow...

Engage high-net-worth clients by delivering tailored financial strategies and fostering long-lasting relationships. Lead comprehensive wealth management efforts while anticipating client needs and gro...

Drive development and performance of a Wealth Advisor team, overseeing client relations and advising on integrated wealth management solutions. Empower team through coaching and leadership to achieve...

Lead and develop a team of Wealth Advisors to achieve sales goals and enhance client relationships, providing integrated wealth management solutions while ensuring compliance with regulatory standards...

Elevate your career by leading guided museum tours for prospective investors, focusing on art market trends and opportunities, and fostering relationships to encourage deeper engagement with investmen...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with an advisory team to support clients' long-term goals, ensuring effective communication...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Manage and grow a portfolio of multi-generational trusts, providing industry-leading service while collaborating closely with advisors on complex estate planning and trust administration matters in a...

Engineer innovative liquidity solutions as a senior leader in Private Share Lending. Coordinate multi-party transactions, enhance business development, and foster strategic relations with issuers and...

Accelerate your wealth management career by supporting clients in achieving financial goals while delivering exceptional service and building lasting relationships in a collaborative advisory team set...

Shape the future of asset management legal practices by supporting fund formation, management, and compliance efforts. Collaborate with internal teams and external counsel to drive high-quality outcom...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...

Build strong client relationships as a trusted financial advisor, crafting personalized financial plans and guiding clients through all life stages, while fostering a robust referral network and ensur...

Take ownership of private equity operations management, overseeing capital processes and financial reporting while supervising a dynamic team, enhancing client relations, and adapting workflows to mee...

Lead the charge in handling complex Trusts & Estates Litigation matters, manage cases from start to finish, and collaborate with a dedicated team to drive practice growth while making a significant im...