Trust Advisor Jobs in New York, NY

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Shape clients' financial futures by offering tailored investment strategies and guidance, while collaborating within a team to drive business growth and exceed sales targets through strategic planning...

Drive client success by crafting tailored financial strategies, leveraging extensive resources. Collaborate with a dedicated team to grow your client base and exceed sales targets while providing expe...

Reimagine fiduciary solutions and trust administration while building strong relationships. Oversee compliance, manage risks, and collaborate with internal teams to ensure optimal client service in es...

Elevate client engagement by connecting with UHNW individuals at gallery events, driving follow-up activities, and supporting Senior Advisors in building long-term relationships while contributing to...

Partner with us to deliver exceptional trustee services, enhance advisor relationships, and drive new business opportunities. Leverage your trust expertise to ensure client satisfaction and support LP...

Shape the future of security compliance by leading a global team of experts, ensuring timely, high-quality responses to client questionnaires in a fast-paced, remote-first environment while enhancing...

Engage clients with tailored financial strategies to enhance their wealth management experience. Leverage extensive expertise in investment solutions, foster strong relationships, and proactively grow...

Engage high-net-worth clients by delivering tailored financial strategies and fostering long-lasting relationships. Lead comprehensive wealth management efforts while anticipating client needs and gro...

Elevate your career by leading guided museum tours for prospective investors, focusing on art market trends and opportunities, and fostering relationships to encourage deeper engagement with investmen...

Discover innovative strategies in Treasury and Liquidity Management. Lead change initiatives, enhance value-engineering tools, and train teams to improve client outcomes in a collaborative environment...

Join a dynamic team to deliver personalized financial solutions, managing client relationships with a focus on comprehensive planning and investment strategies. Collaborate to enhance client confidenc...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with an advisory team to support clients' long-term goals, ensuring effective communication...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Manage and grow a portfolio of multi-generational trusts, providing industry-leading service while collaborating closely with advisors on complex estate planning and trust administration matters in a...

Shape the future of asset management legal practices by supporting fund formation, management, and compliance efforts. Collaborate with internal teams and external counsel to drive high-quality outcom...

Champion a team of advisors to enhance client experiences through innovative engagement models and growth strategies across diverse client segments, ensuring alignment with fiduciary standards and a c...

Join a team that's committed to excellence in guiding FedRAMP compliance and cloud security. Leverage your expertise to manage projects, mentor team members, and drive technical discussions while ensu...

Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...

Build strong client relationships as a trusted financial advisor, crafting personalized financial plans and guiding clients through all life stages, while fostering a robust referral network and ensur...

Transform complex estate settlements into successful outcomes by managing fiduciary responsibilities and resolving family conflicts. Leverage your expertise to guide clients through intricate estate a...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

Empower your career by optimizing advisor onboarding processes, enhancing operational efficiency, and driving revenue growth in a dynamic fintech environment. Collaborate across teams to foster custom...

Serve as a valued member of the wealth management team, developing tailored financial strategies for high net worth clients, while fostering lasting relationships and pursuing continued growth and edu...