Trust Advisor Jobs in New York, NY

Contribute to financial reporting and analysis by leading quarterly close activities, enhancing accuracy, and driving process improvements across diverse operations while leveraging technology and str...

Transform the AI experience by leading the design and development of a real-time agent platform, seamlessly integrating AI in financial conversations while ensuring compliance and data integrity in a...

Join a team that's enhancing financial reporting and analysis by leading balance sheet accounting and providing insights into key trends. Collaborate across divisions to ensure accurate, timely close...

Advance your career by driving financial accuracy and reporting efficiency as a Senior Accountant. Play a key role in balance sheet management, strengthen internal controls, and leverage analytics to...

Join our dynamic team to enhance customer relations and deliver top-notch service. Engage directly with clients, ensuring clear communication and follow-ups while collaborating with technical staff to...

Engineer scalable, secure data solutions across diverse programs, collaborating with cross-functional teams to turn strategies into actionable architecture and delivery roadmaps while mentoring engine...

Advance client relationships by delivering tailored financial strategies, focusing on comprehensive wealth planning and investment solutions that align with clients' life goals and legacy planning nee...

Drive your career forward by ensuring investment compliance and integrity. As an integral part of a dynamic team, you’ll manage guidelines, support portfolio adherence, and enhance controls in asset m...

Manage a dynamic team in alternative investments, enhancing operations and ensuring top-tier client servicing through process optimization and automation initiatives. Drive excellence, quality control...

Join us in shaping the future of wealth management by driving sales, nurturing client relationships, and collaborating with internal teams to achieve revenue targets while delivering a world-class ser...

Lead the charge in defining and executing a transformative technology strategy that enhances client services and drives modernization across back-office operations with a focus on resilience, stabilit...

Provide field sales leadership in an influential territory, cultivating broker-dealer and advisor relationships to expand market presence and enhance client services for investment products while ensu...

Drive client success by leveraging your banking knowledge to enhance financial solutions and foster relationships that achieve sales targets and portfolio growth. Engage in a development plan that pre...

Transform your career by leading the development and execution of a unified CRM strategy that enhances member engagement and drives revenue growth. Collaborate across teams, consolidate efforts, and o...

Join a dynamic team to support and scale Legal Engineering initiatives, enhancing AI implementations for premier law firms. Collaborate, drive execution, and establish project hygiene in a fast-paced...

Join a team that's dedicated to optimizing private debt operations and supporting diverse alternative investments. Contribute to portfolio management and enhance fund administration processes for oper...

Lead the charge in scaling our implementation and onboarding processes by defining workflows and supporting a dynamic team while ensuring client success through tailored, efficient solutions that enha...

Lead the execution of client implementation projects, ensuring alignment across cross-functional teams to enhance operational efficiency and exceed client expectations while driving process improvemen...

Join a team that champions cloud infrastructure excellence and operational efficiency. Oversee the reliability of hosted solutions, mentor engineers, and drive compliance efforts to enhance service qu...

Unlock new business opportunities by leveraging your expertise in securities services sales, driving growth through strategic client relationships within the Asset Owner segment across the US, and col...

Champion the underwriting process by analyzing submissions, building broker relationships, and driving marketing initiatives to exceed production and business mix goals in a dynamic environment...

Empower client relationships through strategic account management, ensuring seamless service delivery. Collaborate across internal teams to foster client satisfaction, drive retention, and identify gr...

Accelerate progress at the forefront of information security architecture by designing and implementing robust security frameworks. Collaborate with cross-functional teams to safeguard critical data a...

Lead the charge in maintaining and enhancing client accounts, ensuring compliance and technical excellence. Collaborate effectively with clients and team members while providing mentorship and guidanc...

Unlock potential by leading legal negotiations for complex securitization and structured finance transactions. Collaborate with senior stakeholders while ensuring compliance with U.S. laws in a fast-p...