Trust Advisor Jobs in New York, NY

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Join a team that's enhancing renewable energy performance by managing battery storage and solar assets. Collaborate with stakeholders to optimize operations and ensure compliance, driving operational...

Optimize asset performance and compliance for a portfolio of renewable energy solutions, collaborating with stakeholders to enhance operational and financial performance in a dynamic environment focus...

Unlock potential by driving strategic consultant engagement and relationships within the investment management sector. Collaborate with cross-functional teams to enhance client retention and fuel busi...

Transform investment operations by leading a dynamic team to optimize trading, analysis, and reporting for a multi-asset-class portfolio, while driving strategic initiatives and market insights within...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Innovate compelling digital content using AI tools to engage consumers across platforms while ensuring brand alignment and regulatory compliance. Manage projects in a dynamic environment and boost per...

Lead the charge in underwriting tailored loans for high net worth clients, collaborating with financial advisors to assess credit risk, ensure compliance, and handle loan administration while driving...

Champion the evolution of legal operations by enhancing invoice management processes and tools, collaborating with internal teams and outside counsel, and driving innovation while providing functional...

Lead the charge in driving new business sales through strategic partnerships with major benefit distributors. Engage in comprehensive market analysis, effective relationship management, and proactive...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Lead the charge in enhancing compliance processes and policies, managing marketing material approvals, and driving initiatives that uphold regulatory standards across business units in a dynamic compl...

Join our team to optimize investment operations and enhance our trading infrastructure. Shape financial advisor experiences by managing daily trading tasks and driving adoption of our innovative platf...

Innovate your career by leading underwriting for tailored loans in high net worth wealth management, collaborating closely with financial advisors, performing risk assessments, and ensuring compliance...

Grow your career with an impactful role focused on driving new business and fostering client relationships within the enterprise sector, leveraging your fintech expertise to enhance client engagement...

Join a team that's redefining customer success in healthcare. In this role, you'll manage end-to-end relationships, drive onboarding, and ensure customer satisfaction while collaborating with stakehol...

Lead the charge in enhancing our U.S. Wealth servicing model, focusing on seamless investor experiences and operational excellence across financial advisors and partners, while driving metrics-driven...

Lead the charge in scaling a high-performance SDR team. Drive coaching, develop talent, and execute strategic outbound initiatives to penetrate untapped markets, enhancing pipeline generation and sale...

Engage in high-impact business development, fostering relationships with institutional clients across alternatives. Drive regional growth strategies and collaborate with teams to deliver tailored solu...

Unlock your potential as a financial advisor, guiding clients through tailored investment strategies. Engage with a diverse clientele, manage relationships, and deliver exceptional personalized servic...

Champion client data governance by centralizing permissions management, enhancing data privacy, and driving operational efficiency while ensuring compliance across all systems and workflows...

Champion the administration and continuous improvement of employee benefits programs, ensuring compliance and competitiveness while enhancing participant satisfaction and operational efficiency in a c...

Join a dynamic team to shape portfolio management and compliance strategies within a Captive Insurance Banking division, focusing on risk monitoring, underwriting, and strategic development...

The Senior Relationship Manager will serve as the primary contact for high-net-worth clients, focusing on business development, exceptional client service, and portfolio management. This role involves...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...