Trust Advisor Jobs in New York, NY

Contribute to financial excellence in a dynamic role overseeing project accounting, revenue recognition, and financial reporting, while collaborating with leadership to enhance project performance and...

Create a comprehensive compliance strategy, manage regulatory filings, and ensure client adherence to SEC/CFTC standards while leading annual reviews and client training sessions. Collaborate with exe...

Lead the Risk and Intelligence divisions to enhance regulatory effectiveness, oversee risk monitoring, intelligence operations, and emerging risk identification. Drive strategic vision, foster innovat...

Analyze client needs and collaborate with cross-functional teams to design tailored insurance programs while maintaining compliance and fostering long-term relationships to maximize profitability and...

Take ownership of the transaction management process, coordinating between teams and external partners to ensure seamless execution across multiple complex commercial real estate transactions with a f...

Help us empower clients as a FINRA Licensed Advisor, guiding them through retirement solutions with ongoing warm leads. Enjoy a supportive remote environment with competitive compensation, bonuses, an...

Lead the charge in delivering transformative IT projects across the enterprise, ensuring alignment between technology execution and governance while partnering with stakeholders to enhance business ca...

Take ownership of tax compliance and consulting services for diverse clients, providing leadership and expertise in U.S. partnership taxation while mentoring a skilled team of professionals to ensure...

Innovate in business development by fostering critical relationships in healthcare. Drive lead generation and expand partnerships by managing pipelines, mentoring peers, and executing strategic outrea...

Transform account management by owning high-value client relationships, guiding strategies for growth, and optimizing customer health insights across segments. Engage collaboratively with cross-functi...

Optimize financial operations by establishing robust processes and systems. In this hands-on leadership role, drive end-to-end financial management from regulatory filings to strategic planning, ensur...

Unlock your potential by leading tax compliance services, overseeing projects, and mentoring a skilled team. Engage clients and collaborate with authorities while ensuring adherence to tax regulations...

Execute strategic financial planning while building scalable finance systems. Own the end-to-end financial process from monthly close to regulatory reporting. Partner with leadership to inform capital...

Empower legal innovation by partnering with the General Counsel to navigate diverse matters, enhance templates, and leverage AI tools while supporting a dynamic legal framework in the fast-paced FinTe...

Join a team that's redefining capital markets by leveraging analytics and collaboration to enhance lending operations. Shape strategic financial decisions and engage with cross-functional partners to...

Lead the charge in transforming our Capital Markets team’s lending operations. Leverage your expertise to perform analytics, foster stakeholder relationships, and drive operational efficiencies to enh...

Explore your potential as a financial strategist, guiding clients through comprehensive planning. Leverage your analytical skills and industry knowledge to craft personalized investment strategies and...

Empower client experience through process improvement and operational excellence. Drive strategic initiatives by analyzing current models, enhancing workflows, and implementing innovative solutions to...

Lead the charge in managing on-site construction operations, ensuring compliance with project specifications and safety standards, while monitoring contractor performance and fostering collaboration w...

Join a team that optimizes trading agreements in financial markets. Leverage your expertise in derivatives documentation and negotiation to enhance compliance and stakeholder collaboration, ensuring e...

Play a key role in the administration of trust accounts, ensuring compliance with regulations and procedures, while developing strong relationships with clients and beneficiaries to meet their needs e...

Champion compliance excellence in investment management by overseeing regulatory adherence, executing compliance programs, and collaborating with stakeholders to ensure all investment restrictions and...

Shape the future of compliance in investment management by overseeing regulatory adherence, monitoring guidelines, and implementing solutions. Collaborate with key stakeholders to enhance compliance f...

Engage in critical compliance analysis, guiding clients in the investment sectors to develop robust compliance programs, lead trainings, manage regulatory filings, and ensure accurate deliverables whi...

Manage real estate transactions for a leading authority. Provide legal counsel on real estate and transactional matters, ensuring compliance and mitigating risks while coordinating with various stakeh...