Trust Advisor Jobs in New York, NY

Empower transactions by managing acquisition, disposition, and financing logistics. Ensure seamless execution by tracking deadlines, coordinating parties, and mitigating issues, enabling leadership to...

Collaborate with Wealth Advisors to deliver personalized financial plans and strategies. Engage clients through effective relationship management while enhancing your expertise in investment, tax, and...

Advance client relationships by crafting personalized financial strategies. Collaborate with Wealth Advisors to provide comprehensive wealth management solutions, ensuring excellence in financial plan...

Transform the legal landscape as the first in-house counsel, building a robust function while managing legal risks across multiple jurisdictions for a high-growth parent company and its subsidiaries...

Tackle complex impact-focused client engagements by providing strategic advisory, designing philanthropic strategies, and fostering relationships with ultra-high-net-worth individuals, ultimately enha...

Lead the charge in transforming label royalty accounting processes while managing a team of analysts. Ensure accuracy in royalty calculations and reporting for independent label clients, driving effic...

Shape the future of data governance by designing and implementing comprehensive frameworks and strategies to ensure data integrity, security, and compliance across all functions, enabling cutting-edge...

Shape the future of financial advisory by leading insightful due diligence engagements, analyzing key performance metrics, and fostering client relationships to drive informed business transactions an...

Explore a key role in financial due diligence, leading transactions with impactful insights. Manage concurrent engagements and client relationships, delivering quality analyses to support informed bus...

Empower your career by leading financial due diligence activities, managing client relationships, and providing strategic insights that drive informed business decisions and enhance transaction outcom...

Help us drive innovation in financial services by owning the tech narrative for enterprise clients. You'll engage directly with stakeholders, lead product demos, and shape the customer journey to enha...

Analyze market opportunities to drive sales growth by developing relationships with financial advisors. Collaborate with a team to enhance client engagement and implement effective strategies that max...

Drive sales and develop relationships with financial advisors across various channels to enhance market share and revenue for investment products, while collaborating with team members to leverage dat...

Transform client trust experiences by overseeing settlements, risk management, and cross-functional collaboration. Engage in diverse problem-solving initiatives within a dynamic team, ensuring complia...

Transform your career by driving project success and enhancing application development. Collaborate with cross-functional teams, analyze data, and contribute to innovative solutions while ensuring top...

Transform the retirement investment landscape by driving defined contribution strategies. Leverage relationships and industry insights to foster growth, educate partners, and promote private markets w...

Optimize strategic initiatives and performance across functions, serving as a trusted advisor to executive leadership. Drive alignment, facilitate collaboration, and deliver executive communications t...

Contribute to transformative initiatives as a strategic partner in driving growth and operational excellence. Collaborate across teams to oversee executive communications and lead critical business st...

Champion estate planning strategies for high net worth clients, collaborating independently with advisors and managers nationwide. Provide legal insights while leading a service specialist, staying cu...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Serve clients by managing relationships and providing comprehensive financial planning. Collaborate with advisors to deliver superior service and drive growth while enhancing client experiences and ac...

Lead the compliance and reporting strategy for a dynamic public company, ensuring SEC filings are accurate and timely. Collaborate cross-functionally to guide governance standards and navigate regulat...

Lead the charge in building and managing a commercial transfer agent network to support scalable private market operations, driving partnerships and overseeing relationship management while collaborat...

Unlock potential by leading commercial partnerships for transfer agents, driving scalable operations for private markets within wealth management. Forge relationships and oversee the onboarding and ma...

Unlock potential by collaborating with investment teams to offer high-net-worth clients comprehensive estate, gift, and income tax planning guidance, ensuring clarity in complex financial matters whil...