Trust Advisor Jobs in Newtown, PA

Join us to elevate your career as you develop account plans for corporate clients, drive new business opportunities, and manage the entire sales cycle with a focus on solution selling. Collaborate acr...

Drive success by cultivating strong relationships and delivering tailored solutions to corporate clients. Leverage your sales expertise to identify opportunities, manage accounts, and exceed revenue t...

Transform tax compliance by leading the preparation and review of complex fiduciary tax returns, collaborating with internal teams, and enhancing operational efficiencies to support client needs and o...

Empower our legal strategy by owning the litigation portfolio, managing disputes and regulatory inquiries. Collaborate cross-functionally to translate legal risks into actionable guidance while buildi...

Lead design and execution of diverse architectural projects from concept to completion. Collaborate with cross-functional teams, ensuring design integrity and compliance with local codes while nurturi...

Advance your career by driving tax compliance and enhancing operational efficiency in a collaborative trust tax team. Serve as a technical resource, addressing complex tax matters while delivering exc...

Pioneer transformative compliance strategies within financial services, leading large-scale programs on KYC, AML, and fraud. Collaborate with executive teams to enhance operational excellence and driv...

Develop and implement a robust cybersecurity strategy while leading a high-performing team. This role requires both hands-on technical execution and team development to drive security initiatives in a...

Lead the charge in defining and advancing human-centric experiences for clients, advisors, and internal teams. Collaborate to enhance journeys across financial products, ensuring cohesion and differen...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Drive engagement management and client relationships while leading a new practice. Cultivate high-quality services, provide mentorship, and analyze intricate business transactions for mergers and acqu...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Lead the charge in shaping the financial strategy and governance of the organization, ensuring compliance, and driving cost management initiatives for sustainable growth in a dynamic healthcare enviro...

Lead critical clinical strategies and ensure regulatory compliance while collaborating across teams to uphold data integrity and support product development initiatives in a dynamic environment...

Partner with us to enhance client relationships and provide personalized financial guidance. In this role, you'll engage with clients to assess their needs, implement investment solutions, and ensure...

Drive impactful audit processes by overseeing and executing audits, coaching colleagues, and managing complex projects while ensuring compliance with established standards and enhancing operational ef...

Support business systems by analyzing user needs, evaluating application suitability, and enhancing operational efficiency through effective solutions and documentation. Collaborate with teams to impl...

Drive the financial strategy and operations, ensuring accuracy and compliance while leading a dynamic team to enhance organizational growth and decision-making support through comprehensive analysis a...

Help us define and drive the enterprise data architecture to support operational systems, analytics, and AI initiatives. You'll work closely with cross-functional teams to establish effective data gov...

Contribute to the accuracy and integrity of financial results globally. Lead financial reporting and accounting operations, ensuring compliance while fostering a collaborative team culture in a dynami...

Advance your career with a dynamic role in real estate lending, where you'll originate, underwrite, and manage loans while building lasting relationships with borrowers and industry professionals. Joi...

Optimize risk and litigation support by managing claims, collaborating with stakeholders, and enhancing compliance initiatives, all while driving continuous improvement across claims and risk manageme...

Lead and manage tenant fit-out and capital improvement projects, ensuring successful execution from design to construction. Collaborate with various teams while overseeing budget, schedule, and compli...

Lead the charge in transforming life and annuities technology to enhance customer experience, operational efficiency, and scalability, while managing a large team and driving modernization through clo...

Strategize with us to support our Personal Wealth business by advising on trading activities, investment product governance, and regulatory compliance, driving innovation, and fostering team growth in...