Top 967 Advisor consultant Jobs in New York, Ny

Trust Advisor
City National Bank —New York, NY
- $148,266 - $252,544 a year
- Microsoft Excel
- Research
- Business development
- Health insurance
- Dental insurance
11d
Event Coordinator
NFP Corp —New York, NY
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Marketing
- Research
- Mid-level
- Paid holidays
- Paid time off
Customer Success Manager
Whatnot —New York, NY
- $113,000 - $155,000 a year
- Full-time
- Hybrid work
- Mid-level
- Paid parental leave
- Health insurance
Senior Talent Acquisition Consultant
Capital Group Companies —New York, NY
- $108,048 - $213,554 a year
- Full-time
- Recruiting
- Senior level
- Communication skills
- Benefits from day one
- Retirement plan
10d
Executive Assistant
NFP Corp —New York, NY
- $100,000 - $140,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Paid time off
Talent & Engagement Lead
NBA —New York, NY
- $150,000 - $170,000 a year
- Full-time
- Office
- Master's degree
- Bachelor's degree
- AD&D insurance
- Disability insurance
SVP, Wealth Strategy
NFP Corp —New York, NY
- $210,000 - $280,000 a year
- Full-time
- Senior level
- Communication skills
- Paid holidays
- Paid time off
Office Manager - Parametric
Morgan Stanley —New York, NY
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Office
- Administrative experience
- Bachelor's degree
10d
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Lifestyle Services Analyst - New York
Goldman Sachs —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Chief of Staff
NYC KIDS RISE —Long Island City, NY
- $170,000 - $225,000 a year
- Weekends as needed
- Hybrid work
- Google Workspace
- Writing skills
- Research
Client Account Manager II, E-Commerce
Pinterest —New York, NY
- $88,520 - $154,911 a year
- Hybrid work
- Office
- Project management
- Bachelor's degree
Associate
Incandescent —New York, NY
- $110,000 - $160,000 a year
- Full-time
- 3 years
- Senior level
- Health insurance
- Dental insurance
Facilities Team Member
Ares Management —New York, NY
- $75,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Sanitation
- Commuter assistance
- Health savings account
Wealth Management Associate
Morgan Stanley —New York, NY
- $90,000 - $130,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Client Analyst
Neuberger Berman —New York, NY
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Finance
- Health insurance
- Dental insurance
2027 Asset Management Client Full-Time Analyst Program
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Office
- Business development
- Math
- Health insurance
- Tuition reimbursement
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Manager, Leadership Development
Cornerstone Research —New York, NY
- $102,600 - $157,200 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Management
- Office
- Paid time off
- Parental leave
Manager, Customer Strategy & Operations
Duet —New York, NY
- $130,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- SQL
- Analysis skills

I want to receive the latest job alert for advisor consultant in new york, ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

advisor consultant jobs near new york, ny

Trust Advisor

City National Bank -
New York, NY

Apply Now

Job Details

$148,266 - $252,544 a year
11 days ago

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Accounting systems
Research

Full Job Description

TRUST ADVISOR

WHAT IS THE OPPORTUNITY?

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 personal trust accounts (testamentary and intervivos trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue.

WHAT WILL YOU DO?

Perform a legal and administrative review of all potential new business.
Meet sales goals around sales expectation.
Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather the necessary information and documentation to ensure we understand the risk and other issues associated with new opportunity (e.g., agreements, fee schedules, transfer directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.).
Build strong relationships with key COI’s, Bankers, and Financial Advisors.
Work with external advisors and attorneys to expand trust’s brand and garner larger market share within region.
Set proper expectations with all internal and external partners around timing and progress of new opportunity.
Serve as a point of escalation for problem resolution.
Manage risk to ensure all relationships are within CNB’s risk appetite.
Provide regular tracking for review of new business activities.
Meet regularly with existing income beneficiaries and remaindermen to profile clients and eventual retention of distributing trusts.
Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred.
Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.
Oversee annual administrative review of Trust accounts. Check files for correct forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance.
Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
Obtain missing documents from clients.
Produce and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax payments between principal and income, and maintain tax calendars. Communicate with Tax Vendor and external accountants.
Gather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries.
Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate. Review and submit proposals for consideration, direction and approval.
Work with appropriate colleagues to develop investment strategies.
Oversee distribution of client’s assets upon termination of accounts.
Respond to clients, advisors, and intermediaries regarding the administration and maintenance of accounts
Maintain a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Follow appropriate Regulation 9 process.
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent
10+ years of experience in a financial or legal services organization
10 years of experience in trust administration

Additional Qualifications

12 years of experience in trust administration
12 years of experience in a financial or legal services organization
Strong verbal and written communication skills are required.
Specifically, excellent interpersonal skills with the ability to interact effectively with all levels of CNB personnel, clients and outside contacts
The ability to profile clients with an emphasis on retaining business
Familiarity with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code
Demonstrated strategic team player
Strong organizational skills
Anticipate needs and proactively seek solutions
The ability to work on multiple tasks/projects simultaneously is crucial in this position
Must be PC literate and be familiar with trust accounting systems
Microsoft Office (Word, Excel & PowerPoint)
JD, LLM or other legal designation/degree preferred
Completion of Trust Certificate and/or CTFA preferred

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $148,266 - $252,544 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

#LI-DN1

#CA-DN1

Apply Now

Refine Your Search

advisor consultant jobs in new york, ny

Trust Advisor

Event Coordinator

Customer Success Manager

Senior Talent Acquisition Consultant

Executive Assistant

Talent & Engagement Lead

SVP, Wealth Strategy

Office Manager - Parametric

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Lifestyle Services Analyst - New York

Chief of Staff

Client Account Manager II, E-Commerce

Associate

Facilities Team Member

Wealth Management Associate

Client Analyst

2027 Asset Management Client Full-Time Analyst Program

Wealth Management Analyst

Private Wealth Management Associate

Manager, Leadership Development

Manager, Customer Strategy & Operations

I want to receive the latest job alert for advisor consultant in new york, ny

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected