Trust Advisor Jobs in New York, NY

Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...

Engage in comprehensive ERISA Compliance testing and reporting, collaborating with clients and internal teams to address complex issues, ensure timely deliverables, and support project leadership in t...

Join a team that's leading data governance initiatives, ensuring de-identified patient datasets meet compliance, privacy standards, and quality benchmarks while fostering collaboration across analytic...

Drive client solutions by shaping bespoke investment deals in private markets, collaborating with engineering and sales teams to design innovative, customized offerings that enhance competitive win ra...

Transform client relationships and drive strategic initiatives to enhance brand presence and market share within major national firms. Utilize analytical, sales, and marketing expertise in this high-i...

Shape the future of tax management by leading operational excellence and strategic tax advisory to support growth in the US financial services sector while driving compliance and enhancing operational...

Lead the expansion of key client accounts while driving revenue growth through strategic planning and relationship-building. Foster and mentor junior colleagues to enhance account management capabilit...

Drive excellence in wealth management by coaching client-facing associates. Empower teams to deliver comprehensive financial solutions, enhancing client relationships and promoting client-centric stra...

Join a dynamic team to empower Wealth Management associates through effective coaching, collaboration, and client engagement strategies, driving successful financial solutions tailored to unique clien...

Transform your career by coaching Wealth Management associates to optimize client financial outcomes, enhance skills, and drive results through personalized and group training, making a significant im...

Elevate your career by coaching client-facing Wealth Management associates to provide tailored financial solutions, driving impactful results through collaborative engagement and effective practice ma...

Champion the end-to-end implementation of Archibus modules, driving project success through collaboration, defined requirements, and strategic management within a dynamic team to meet critical milesto...

Join a team that's shaping corporate governance and public compliance. This role collaborates closely with senior leaders and the Board, managing governance processes, legal entity operations, and pub...

Join a dynamic team driving customer trust through security and compliance enhancements. Lead a high-performing group, influence cross-functional initiatives, and shape enterprise strategies that elev...

Transform institutional onboarding by leading the process from initial outreach to first trade. Collaborate with legal, compliance, and operations to speed up client activation while ensuring adherenc...

Innovate secure and scalable backend solutions supporting an advanced trading platform. Collaborate cross-functionally to ensure seamless integration, code evaluation, and optimal production operation...

Champion compliance and regulatory standards by reviewing investor subscription materials for private funds, ensuring completeness and adherence to key financial regulations while maintaining project...

Shape the future of investment performance reporting by building a world-class analytics function. Drive comprehensive reporting across diverse asset classes while collaborating with senior leadership...

Join our team to manage and execute complex lending transactions from approval to closing. You'll coordinate efforts across functional teams, ensure compliance, and help build out a high-performing tr...

Join our innovative estate department to provide exceptional legal services. Attend will signing events and collaborate with clients without a case load. Enjoy flexible hours and a supportive work env...

Join a dynamic estate department to draft wills and facilitate signing events. Enjoy flexible hours, no billable requirements, and a supportive work environment while leveraging your estate law expert...

Drive the enterprise endpoint security strategy, leading a talented team to enhance and embed security capabilities across the organization while collaborating with critical partners to achieve shared...

Lead the charge in shaping and enhancing enterprise endpoint security capabilities by driving strategy, product roadmaps, and building collaboration between Cyber Security and technology teams to ensu...

Shape the future of enterprise endpoint security by leading a high-impact team, defining strategic goals, and embedding security across platforms, ensuring robust protection against threats while driv...

Support a dynamic Principal by managing complex travel logistics, personal operations, and executive communications. Collaborate with families and teams to ensure seamless organization while maintaini...