Trust Advisor Jobs in New York, NY

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Oversee and enhance multidisciplinary engineering teams, driving complex structural projects and fostering strategic client relationships to support infrastructure development and ensure technical exc...

Transform the lending lifecycle by leading loan transaction management, ensuring operational efficiency and compliance while developing high-performing teams and enhancing processes to meet business g...

Champion legal support for investment management, addressing asset management and retirement plan complexities. Collaborate with stakeholders to provide strategic advice on ERISA and fiduciary matters...

Elevate team performance by managing a group of Virtual Engagement Associates, ensuring excellence in support services to Financial Advisors while driving client engagement strategies through innovati...

Drive compliance excellence by ensuring adherence to regulations for broker-dealers, fostering collaboration across teams, and enhancing supervisory controls. Your expertise will shape operational suc...

Help us transform claim management by fostering collaboration, overseeing 400 claims, and driving operational excellence within a dynamic team environment focused on achieving strategic business objec...

Transform product governance in Private Wealth by defining operational rules and parameters to ensure compliance, design eligibility criteria, and enhance the client service experience through effecti...

Optimize performance and risk implementations, ensuring tailored solutions meet client needs. Educate customers and support the transition to operational ownership of CRIMS in a collaborative, fast-pa...

Champion the development of innovative Distributed Ledger Technology solutions, leading cross-functional teams to enhance alternative investment data workflows while ensuring efficient project executi...

Lead the charge in enhancing client relationships and driving account growth through strategic marketing execution and exceptional service. Collaborate cross-functionally to ensure client satisfaction...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

The Technical Architect-Salesforce is responsible for designing and building the technical architecture of the Salesforce platform, overseeing development, and ensuring adherence to coding practices...

Manage quantitative research and investment strategies to develop multi-asset solutions. Collaborate with investment teams to enhance portfolio construction and risk management while engaging with cli...

Drive strategic client relationships by analyzing financial goals and industry trends, creating tailored solutions that leverage bank offerings, and ensuring mutual growth and satisfaction through exp...

Unlock your potential by contributing to critical capital-raising transactions and advisory services, driving innovative strategies in M&A and financial markets for consumer and business sectors in a...

Transform the legal landscape of crypto capital markets by supporting complex transactions, partnering with global teams to drive innovative solutions that enhance revenue and mitigate risk in a rapid...

Engineer innovative software solutions to enhance business capabilities, drive collaboration across teams, and support production operations as part of a dynamic agile team committed to delivering hig...

Join a dynamic team as a key legal advisor in pharmacy benefit management, collaborating closely with executives to navigate complex regulations and drive business strategy while ensuring compliance a...

Drive process optimization and transformation within property insurance to enhance operational efficiency and customer satisfaction by collaborating with cross-functional teams and leaders to align co...

Lead the charge in driving sales growth through strategic partnership with key dealer-firms. Forge relationships, develop targeted campaigns, and communicate with industry leaders to enhance Empower’s...

Engage your expertise in portfolio management while supporting client objectives through monitoring, rebalancing, and trade execution. Collaborate on tool enhancements and data processes in a dynamic...

Join a team that's committed to innovative asset-based financing strategies, optimizing treasury functions, and enhancing risk analytics within a collaborative environment. Drive impactful projects th...

Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...

Shape the future of retirement plan onboarding by managing installations, ensuring compliance, and fostering client relationships. Leverage your expertise to lead mid to large plan conversions while m...