Trust Advisor Jobs in New York, NY

Unlock potential by building strong relationships with advisors, analyzing performance data, and championing their success. Drive continuous improvement through effective communication and strategic o...

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Drive growth by managing high net worth client portfolios, leveraging expertise in Wealth Management. Build a collaborative team to deliver exceptional financial solutions and exceed client expectatio...

Lead the development of robust client relationships by leveraging deep expertise in wealth management strategies, investment solutions, and personalized service, aimed at exceeding the financial goals...

Support the North America Cat modelling team by delivering timely analyses using AIR/RMS. Collaborate with underwriters to enhance risk assessments, research new vendor models, and facilitate platform...

Lead the charge in providing expert ERISA compliance testing and reporting services. Collaborate with clients and teams to ensure regulatory adherence and elevate service quality in retirement plan ad...

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...

Unlock potential by managing a comprehensive privacy program, ensuring compliance with regulations, and embedding privacy principles across all operations while serving as an internal expert and colla...

Lead the charge in advancing institutional partnerships and driving revenue growth in the tokenized asset ecosystem. Collaborate cross-functionally to implement a successful go-to-market strategy and...

Empower the Trusts & Estates Center of Excellence by coordinating trainings, maintaining procedural knowledge, and enhancing oversight to ensure quality and risk management across administration proce...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Join a dynamic team to drive software development initiatives, aligning technical execution with business objectives, enhancing stakeholder collaboration, and ensuring smooth project deliveries across...

Transform the future of banking by driving strategic institutional tokenization projects across divisions. Collaborate with diverse teams to convert opportunities into executable solutions that incorp...

Shape the future of investment analytics by delivering precise performance attribution and insights across asset classes. Collaborate with investment teams and stakeholders to optimize strategies and...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Join a team that's empowering capital markets by providing legal expertise across diverse investment banking transactions while collaborating with management and compliance to meet dynamic business ne...

Shape the future of investor services by supervising a dedicated team, ensuring efficiency in transaction processing, and fostering client relationships while maintaining regulatory compliance and sup...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Support legal initiatives for U.S. registered funds and retail products. Collaborate with senior management and cross-functional teams to ensure compliance and handle regulatory matters while enhancin...

Lead operational excellence for a high-performing team, enhancing client experience and driving compliance in a fast-paced wealth management environment. Manage daily operations and innovatively imple...

Join us to empower financial decision-making by overseeing complex credit-risk assessments, ensuring compliance with global standards, and mentoring junior teams in risk management within Trade & Comm...

Advance your career by driving investment conversations and building strategic relationships with professional buyers. Collaborate with teams to secure product placements and enhance client engagement...

Empower our corporate governance initiatives by managing records, ensuring compliance, and collaborating across teams to enhance governance policies. Support regulatory activities and participate in g...