Trust Advisor Jobs in New York, NY

Accelerate business growth by generating new opportunities with home builders, fostering relationships, and positioning innovative CX solutions to enhance customer experiences and reputation managemen...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Lead client relationships by providing comprehensive investment management services. Utilize a consultative approach to recommend solutions aligned with clients' financial goals while proactively mana...

Engage clients as you provide tailored investment management solutions, guiding their financial strategies while managing complex relationships and navigating sensitive issues with expertise in a dyna...

Join us to oversee and execute audits while mentoring junior staff and collaborating with compliance teams. You'll shape strategic audit plans to ensure regulatory adherence and risk mitigation across...

Shape our talent strategy by recruiting legal specialists to drive AI innovation in legal tech. Own hiring for critical roles while enhancing candidate experience and building strong partnerships with...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Grow your career with a dynamic team, driving client acquisition and retention. Oversee comprehensive wealth management strategies for high net worth clients while ensuring ethical standards and sales...

Engage as a strategic legal partner, driving innovative solutions in retirement income while managing risks and collaborating with cross-functional teams to support business growth and compliance in a...

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

Provide compliance insights and guidance to management, ensuring adherence to laws and regulations for global asset management. Lead the Marketing Compliance team in monitoring practices and developin...

Join a team that's dedicated to ensuring compliance within a global asset management firm, advising partners on regulatory requirements and leading compliance initiatives while fostering a culture of...

The Account Executive, Enterprise at OneTrust is responsible for generating new client acquisitions and managing relationships with existing customers to drive revenue growth. This role requires a con...

Grow in a dynamic role where you will drive sales, counsel clients, and manage insurance accounts while developing your expertise in a fast-paced environment focused on client success and business exp...

Develop and oversee innovative content strategies for high net worth audiences. Collaborate with cross-functional teams to create impactful, audience-centric messaging, driving engagement and brand au...

Transform the client experience by facilitating property applications, managing communications, and ensuring efficient closings, all while collaborating closely with diverse stakeholders throughout th...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Take ownership of key product initiatives within claims operations, driving system enhancements and process improvements. Collaborate with stakeholders to deliver innovative solutions that enhance bus...

Join a team that's instrumental in shaping compliance strategies across private credit operations, enhancing frameworks to align with evolving regulations, and driving impactful initiatives while repo...

Join a team that's driving enterprise-wide transformation focused on strategic initiatives across Wealth Management. Lead PMO governance, oversee execution excellence, and cultivate strong stakeholder...

Drive exceptional client experiences while leading a team of Wealth Management Advisors. Oversee strategy execution, foster client relationships, and enhance market share in a dynamic wealth managemen...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Lead enterprise-scale transformation initiatives, delivering strategic programs that drive business outcomes across Wealth Management. Collaborate with senior leaders and cross-functional teams for im...

Join the team driving engagement with ultra-high-net-worth clients, focusing on pipeline development and enhancing client experiences through outreach and gallery events, all while achieving shared pr...