Trust Advisor Jobs in New York, NY

Transform client relationships and elevate Wealth Management associates’ skills through comprehensive coaching. Collaborate to implement client-centric strategies, ensuring tailored financial solution...

Lead trade lifecycle management for Total Return Swaps, focusing on asset reconciliation. Collaborate with Trading, Fund Accounting, and Risk to resolve discrepancies, enhance workflows, and support o...

Transform your career by shaping an innovative product in private credit. Collaborate in a startup environment, where you'll drive daily product processes, gain domain expertise, and help redefine fin...

Join a team that's dedicated to managing global equity programs, ensuring accurate administration, compliance, and employee education. Collaborate with cross-functional teams and drive continuous impr...

Lead fund structuring and compliance initiatives as a strategic partner, translating complex US law into actionable frameworks while supporting GPs and optimizing operational efficiency for sustainabl...

Pioneer AI governance and compliance initiatives, translating policies into actionable controls in collaboration with cross-functional teams. Drive innovation while ensuring AI systems meet security...

Engage with high-net-worth clients by delivering estate planning and trust administration services. Take ownership of your client relationships, manage a dynamic practice, and leverage firm resources...

Champion a culture of privacy by advising cross-functional teams on compliance with privacy laws and regulations. Collaborate with engineering, product, and legal teams to ensure effective data protec...

Pioneer innovative benefits strategies that attract, retain, and empower a global workforce. Lead a high-performing team to design and streamline programs across health, retirement, and leave while en...

Transform the landscape of investment solutions, leading the operational, strategic, and innovative aspects of model portfolios and managed accounts to drive growth and client satisfaction across dive...

Champion innovation in managed accounts and model portfolios, leading strategy to integrate alternative investments while driving scalable solutions across wealth management, ensuring regulatory compl...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Unlock potential by engaging in corporate governance strategies that enhance compliance and ensure robust governance frameworks. Collaborate with key stakeholders to shape and support governance initi...

Empower potential by joining a dynamic Associates program focused on the alternative investment sector, where you'll gain invaluable experience from senior sales professionals through hands-on trainin...

Shape the future of wealth management by building tailored portfolios for ultra-high-net-worth clients, ensuring holistic asset allocation and risk management through collaboration and expertise in ad...

Join a team that's optimizing secured funding strategies to enhance liquidity management across multiple entities, guiding financial operations to meet regulatory standards and fostering relationships...

Champion new business development by building relationships with enterprise clients, driving sales across multiple product lines, and leveraging your extensive network to exceed revenue goals and enha...

Join a team that's dedicated to ensuring compliance and performance in structured finance. As an essential contributor, you will monitor transactions, validate reports, and mitigate risks across a div...

Lead the charge in shaping legal strategy and compliance in a dynamic healthcare setting. Collaborate cross-functionally to manage risks and drive business growth while ensuring adherence to regulatio...

Elevate data governance to drive AI product trustworthiness. Lead initiatives to establish ownership, improve data quality, and ensure compliance while collaborating across teams. Influence strategic...

Optimize team performance by leading a group of 20+ Virtual Engagement Associates to drive client engagement and business growth, ensuring adherence to excellence standards and fostering development i...

Join a team that's dedicated to delivering tailored investment solutions for sophisticated fiduciary clients. Leverage your expertise in multi-asset portfolio management, client engagement, and strate...

Shape the future of business development in a leading legal practice, driving growth through strategic BD initiatives, client engagement, and global collaboration. Enhance market strategies and harnes...

Empower regulatory compliance within the 340B Program by interpreting complex regulations, advising internal teams, and ensuring operational readiness. Drive impactful educational initiatives and coll...

Join a team that leads client engagements, applying AI to transform finance workflows. You'll establish relationships and demonstrate Rogo's value in enhancing banking and investing practices, driving...