Trust Advisor Jobs in New York, NY

Champion complex healthcare implementations, ensuring seamless EHR integrations and stakeholder alignment. Collaborate closely with diverse teams to drive customer success and optimize deployment stra...

Join a team that's dedicated to delivering exceptional mortgage solutions. This role focuses on engaging affluent clients, building strong relationships, and producing high-quality loans while maintai...

Drive exceptional customer experiences by ensuring accurate and compliant commercial loan closings while collaborating with internal teams to enhance operational efficiency and support high-quality se...

Manage onboarding projects to ensure a seamless client experience while collaborating with vendors and internal teams. This role requires problem-solving, effective communication, and the ability to m...

Lead strategic initiatives for not-for-profit healthcare issuers, developing relationships and managing complex finance transactions while collaborating with regional Public Finance teams to achieve b...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Lead the charge in architectural strategy and innovation across multiple platforms while guiding a team of architects and collaborating with C-suite leaders to align technology solutions with business...

Join a team that's dedicated to driving investment solutions, nurturing client relationships, and maximizing revenue growth in a consultative capacity within the North American distribution channel...

Champion customer relationships, enhance retention strategies, and support business development efforts for a large market portfolio while mentoring staff and ensuring high client satisfaction...

Take ownership of Infra One's fund accounting architecture, developing a strategic in-house operating system that scales with fund management complexities, establishing robust controls, and optimizing...

Join our finance team to lead accounting initiatives, drive strategic governance, and enhance financial reporting. Your leadership will shape our financial operations while partnering with executives...

Support complex corporate trust and commercial lending transactions through expert negotiation, documentation, and collaboration. Engage with stakeholders for regulatory compliance and project managem...

Champion significant investment banking initiatives, guiding M&A and advisory activities, and mentoring junior bankers while providing client-focused support in a dynamic, collaborative environment...

Join us to provide strategic legal support on complex transactional matters in a dynamic environment, collaborating with business teams and external stakeholders in the energy sector, especially focus...

Champion healthcare solutions by guiding clients in optimizing their clinically integrated supply chains. Leverage expertise in medical device analysis to enhance decision-making and drive value acros...

Unlock potential by leading Private Client strategy, driving growth and client-focused financial solutions for high-net-worth individuals. Collaborate with cross-segment teams to optimize services, pe...

Champion profound insights in nonprofit investing and governance while leading our research initiatives. Shape strategic partnerships, drive thought leadership, and enhance the financial sustainabilit...

Partner with us to elevate our self-serve experience, driving product-led growth by optimizing activation, retention, and expansion through user insights and data collaboration across product, enginee...

Unlock potential by leveraging advanced analytics across Operations to drive strategic business decisions. Collaborate with stakeholders, transform data into actionable insights, and enhance process i...

Deliver impactful legal guidance for strategic partnerships in banking. Lead a skilled team in drafting and negotiating key agreements, fostering collaboration across functional areas to enhance consu...

Lead the end-to-end onboarding for enterprise customers to ensure successful deployments. Collaborate cross-functionally to design scalable processes and enhance user adoption while establishing effec...

Lead the charge in transforming alternative investments strategies, driving product lifecycle from market insight to growth, while shaping AI product strategies and cultivating team excellence for imp...

Transform client partnerships by leading high-impact teams, driving integrated experiential programs while ensuring financial performance and operational excellence for sustained growth and success ac...

Unlock potential by leading product strategy for innovative digital assets solutions. Drive cross-functional collaboration to deliver scalable, compliant products while navigating market trends and re...

Transform the legal landscape of retail leasing by providing expert counsel, leading a dedicated team, and driving strategic initiatives. Your expertise will safeguard interests while enhancing operat...