Trust Advisor Jobs in New York, NY

Pioneer innovative investment strategies; collaborate with cross-functional teams to structure, implement, and enhance credit products while driving investor engagement and capital raising initiatives...

Lead the charge in onboarding new financial intermediaries and launching private market funds. Collaborate with teams to support operational processes and client service excellence across our client’s...

Pioneer the management of information security in mergers and acquisitions. Lead cross-functional teams, streamline processes, and align security activities with business milestones throughout the com...

Shape the future of custom credit solutions by leading complex underwriting for alternative investments. Leverage your expertise to deliver tailored financing strategies, ensuring optimal risk managem...

Lead the editorial development of innovative family office coverage, breaking news and exploring wealth management, operations, and investment strategies for the ultra-high-net-worth sector, while bui...

Join our team to develop expertise in privacy, AML, and cybersecurity law while partnering with various departments. Contribute to navigating regulatory landscapes and crafting solutions that impact m...

Drive industry-leading treasury strategies by providing expert advisory services to clients across diverse sectors. Collaborate with internal teams to address complex treasury challenges and enhance o...

Champion efficient legal operations by streamlining workflows and processes. Collaborate cross-functionally to manage requests, enhance contract management, and improve system performance. Elevate tea...

Lead client engagement through tax preparation and planning. Collaborate with financial advisors on estate and financial planning while expanding service offerings to enhance client satisfaction and b...

Elevate proposal quality by managing and organizing content for RFPs, ensuring clarity and compliance. Collaborate with experts to enhance responses and drive business growth through effective content...

Drive tax management and advisory for high-net-worth clients by reviewing returns, developing strategies, and collaborating with Trust Officers and Relationship Managers to enhance tax planning effort...

Join a team that's committed to ensuring compliance with ERISA and DOL regulations. In this role, you will lead strategic compliance initiatives and work closely with various departments to uphold fid...

Champion enterprise-wide ERISA compliance, collaborating across teams to ensure adherence to regulations, develop policies, and manage risk frameworks while driving strategic initiatives and overseein...

Unlock potential by expertly managing substantial environmental claims and ensuring effective communication with stakeholders while strategizing resolutions and overseeing complex litigation processes...

Contribute to operational execution and investor servicing for fundraising efforts, supporting senior team members in managing processes, communications, and relationship management while gaining expo...

Unlock growth by driving deposit and fee income, developing strategies, and fostering client relationships in a dynamic treasury management environment...

Join a team that's driving the performance of multifamily assets, leading strategic initiatives and ensuring operational excellence across a diverse portfolio for maximum value and investor returns...

Pioneer a transformative compliance framework with a key focus on integrating technology and oversight, ensuring investor protection while enhancing operational efficiency across a dynamic financial l...

Manage and enhance technology governance, ensuring risk mitigation and compliance. Partner across teams to embed robust controls into processes. Drive risk assessments and reporting for a strong techn...

Join us to provide expert guidance in managing high net worth personal insurance, ensuring clients' assets are protected through tailored coverage and proactive service, while also fostering strong, l...

Drive client relationships as a trusted advisor to ensure high net worth individuals receive tailored insurance coverage and proactive service, leveraging strong analytical skills to assess risks and...

Champions investment strategies by collaborating with CIO and teams to optimize portfolio construction, compliance, and performance reporting, driving innovative asset management solutions for a regul...

Join a team that's dedicated to delivering exceptional transaction advisory services. Collaborate with leaders and clients to drive growth, deliver insights, and enhance your career while impacting th...

Unlock potential by designing a robust regulatory framework for a complex financial landscape. Lead compliance efforts and influence strategic decisions to support multiple general partners in an evol...

Engage with high net worth clients to deliver tailored insurance solutions, ensure comprehensive coverage through thorough risk assessments, and build sustainable relationships while addressing client...