Trust Advisor Jobs in Newburgh, NY

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Join a dynamic team where you'll lead enterprise data protection deployments and shape governance practices, driving significant influence in customer success while developing a robust framework for s...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

Join us to lead the creation of a comprehensive data governance framework, ensuring quality and compliance while collaborating with teams to empower data-driven initiatives across the organization...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...

Join a dynamic team to expand partnerships with independent financial advisors and enhance client investment services while driving asset acquisition through consultative sales and strategic relations...

Lead the charge in providing legal counsel on structured investments and annuities, collaborating closely with business teams to ensure compliance and mitigate risks while negotiating complex agreemen...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Champion automation and technology in treasury and finance, enhancing liquidity management, financial strategy, and risk governance while leading transformative projects and delivering insightful repo...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Transform real estate strategy by advising on land acquisition and development. Collaborate with cross-functional teams to finalize complex negotiations and ensure compliance across jurisdictions, dri...

Join a team that's driving transformative projects to enhance operational excellence, delivering results that optimize client outcomes and scalability while ensuring seamless communication across team...

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...

Join a team that's dedicated to providing investment management solutions. Leverage your expertise to cultivate client relationships, educate on market trends, and implement tailored investment strate...

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...

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...

Play a key role in shaping legal strategies across commercial, compliance, and IP domains. Collaborate with teams to navigate complex contracts and ensure regulatory compliance while supporting innova...

Partner with us to engage taxable investors, enhancing client relationships and providing comprehensive support to our U.S. Wealth team, while fostering collaboration across departments to elevate ser...

Engage with executive leadership to drive enterprise risk management, compliance, and strategic guidance. Oversee contract risk, insurance, and cross-functional initiatives, fostering a proactive cult...

Join our dynamic legal team to support commercial operations and compliance in a high-growth technology environment. Collaborate with cross-functional teams to manage legal risks across US and interna...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...