Senior Trust Advisor — Fiduciary Strategy & Administration
City National Bank
City National Bank seeks a Trust Advisor to manage fiduciary relationships, review new trust opportunities, and ensure compliance with regulatory requirements. You will work with bankers, portfolio managers, and trust counsel to assess risk and manage distributions while maintaining high service standards for clients and beneficiaries. Requires extensive trust administration experience, strong communication skills, and the ability to multitask across complex account structures and regulatory #J-18808-Ljbffr City National Bank
$165k - $180k
...Job Type: Officer of Administration Bargaining Unit... ...The Senior Philanthropic Advisor is responsible for providing... ...planning expertise and strategy for top donors and prospects... ...gifts, charitable trusts, closely held... ...Certified Trust and Fiduciary Advisor (CTFA), Chartered...SeniorTemporary workWork experience placementWork at officeLocal areaWeekend workAfternoon shift- MRINetwork is seeking a Trust Officer in New York City to manage a significant portfolio... ...trusts. You will oversee onboarding, administration of complex structures, discretionary... ...personal trust administration, strong fiduciary knowledge, and a CTFA or advanced degree...Senior
$134.79k - $229.59k
...Trust Advisor Focus is to avail COIs, bank clients, and prospects of CNB/RBC fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and... ...colleagues to develop investment strategies. Oversee distribution of client’s...SuggestedWork at officeLocal areaRemote work$220k - $250k
...recognized firm is seeking a mid-senior Trusts & Estates Associate (4+... ...planning and estate/trust administration experience to work with... ...individuals, families, and fiduciaries on complex wealth transfer... ...-efficient wealth transfer strategies Must be barred in New York...SeniorWork at office- ...undertake the day-to-day administration of a portfolio of Client Company and trust structures. From time... ...with the rest of the Fiduciary management team to... ...Liaison with investment advisors, asset managers and other... ...both in developing strategies for clients and in the...SeniorLocal area
- Fifth Third in New York, NY is seeking a Trust Advisor for its Special Needs Trust team. The... ...Special Needs Trusts and providing fiduciary expertise to clients. You will work closely... ...of experience in trust and estate administration, and excellent interpersonal skills to...
$177.7k - $202.8k
...Senior Manager, Risk Management - Policy Analyst Capital One is one of the fastest growing... .... The ~200 professionals in TDRM are trusted experts who oversee ~14,000 developers at... ...risk, and data management risk. We shape strategy and decisions, challenge activities to ensure...SeniorFull timePart timeLocal area- Ernst & Young Oman is seeking a professional in Fiduciary/Trust Tax Services to perform tax research, prepare complex tax returns, and analyze tax issues. This role requires a bachelor’s degree and a minimum of 2 years of experience in a tax services organization. The ideal...Senior
- ...seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates will have over 7 years of experience in...Senior
$219k - $306k
Google is looking for a Senior Manager in Trust and Safety Ads to lead teams and develop end-to-end strategies that ensure safety across its products. This critical role involves managing cross-functional initiatives and influencing policies to combat online abuse effectively...SeniorFull time$91k - $145.6k
...Client Services (PCS) Trust Advisor II administers and... ...comprehensive financial strategies and plans. Explains... ...limited supervision from senior staff members... ...experienced staff including administrative staff, as assigned;... ...Certified Trust and Fiduciary Advisor (CTFA) Physical...Work experience placementWork at officeLocal areaFlexible hours$96.5k - $207.5k
...Third Bank. GENERAL FUNCTION The Trust Advisor will provide fiduciary expertise and deliver high-quality... ...Solutions team to support regional growth strategies and deepen client relationships by... ...best practice advice. Oversee the administration of trust accounts, ensuring...Work at office$98.1k - $210k
Bank of America in New York seeks a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves providing fiduciary administration support, ensuring compliance, and identifying new business opportunities. The ideal...Senior$170.5k - $284.1k
...comprehensive wealth management strategy for individuals, business... ...Custom Credit, Investment Advisors and Trust Officers to assess client's... ...and adhering to our fiduciary culture. Accountable for revenue... ...Master's degree in Business Administration) or JD (Juris Doctor) #LI...SeniorTemporary workWork experience placement- ...leading technology consultancy is seeking a Product Management Lead Consultant to provide expertise at the intersection of product strategy and AI. This role involves assessing product strategies for investment firms, evaluating AI competencies, and synthesizing complex...SeniorRemote job
- ...banking services including trusts and estates, loans, mortgages... ...across trust and estate administration activities. Description The Senior Product Associate – Administration... ...provides individuals, advisors and institutions with strategies and expertise that span the...SeniorWorldwideFlexible hours
- Wealthspire is hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead complex financial plans and collaborate with external experts to deliver comprehensive wealth solutions. The ideal candidate will...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, delivering tailored investment... ...interactions and the ability to provide holistic financial strategies. Ideal candidates will possess strong communication skills, a...SeniorWork at office
$113.7k - $177.65k
...5 years of experience in account management or sales within the software/SaaS sector and a Bachelor's degree. You will develop trusted advisor relationships and collaborate cross-functionally. This position offers a competitive base pay of $113,700 - $177,650 plus benefits...Senior- Framework Ventures is looking for a Senior Professional Services Resident Consultant to join our Professional Services team. This is an... ...enterprise clients, ensuring successful transformations on our Zero Trust platform. The ideal candidate has 8+ years in customer-facing...Senior
$180k - $350k
A leading global financial services firm is seeking a senior investment professional to manage multi-asset solutions for Family Office... ...in New York. The role involves developing tailored investment strategies, advising on asset allocation, and delivering insights to enhance...SeniorWork at office- ...portfolios, particularly focusing on liquidity and market exposures. You will collaborate closely with senior portfolio managers and play a key role in optimizing risk strategies. The ideal candidate has extensive investment risk experience, familiarity with tools like Python...Senior
- ...Senior Executive Assistant To The President And Vice President For Strategy / Board Liaison The Senior Executive Assistant to the... .../ Board Liaison serves as a trusted strategic partner, reporting... ...'s office budget and manage administrative functions such as maintaining...SeniorFull timeWork at officeShift workAfternoon shift
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorWork at office$96.5k - $207.5k
## Trust Advisor - Special Needs TrustApplylocations: New York, NY:... ...Trust Advisor will provide fiduciary expertise and deliver high-... ...the team to support growth strategies and deepen client relationships... ...advice.* Oversee the administration of trust accounts, ensuring...Work at office$96.5k - $207.5k
...Third Bank, N.A. in New York, New York, seeks a dedicated SNT Trust Advisor to manage Special Needs Trusts and develop client... ...Bachelor’s degree and extensive experience in trust and estate administration. Offering a competitive salary range of $96,500 to $207,500,...$132k - $173k
...position requires 8-12 years of experience and a strong background in AI and financial analytics. The successful candidate will drive strategy, manage client relationships, and lead analytics projects, contributing to innovative solutions in the banking sector. Attractive...SeniorFlexible hours$120k - $150k
...goal is to bring clarity, discipline, and insight to every dollar that moves through Findigs. The Role We're looking for a Senior Finance & Strategy Associate to drive forward‑looking financial insights and strategic decision‑making across the organization. You'll sit at...SeniorFull timeWork at officeImmediate startRemote workFlexible hours1 day per week$130k - $185k
...York Overview EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real‑world value -... ..., mentoring and formal learning. Responsibilities As a Senior Associate‑Consultant in EY-Parthenon’s Strategy and Execution -...SeniorWork experience placementWork at officeFlexible hours- About the Team The New Verticals Finance & Strategy team supports DoorDash's expansion into categories beyond restaurants, which is a critical... ...company as we expand beyond restaurants. We are looking for a Senior Associate who can model the future, and collaborate to help...SeniorHourly payWork at officeLocal areaRemote workFlexible hours
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