Trusted Advisor Jobs in New York City, NY

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Looking for Trusted Advisor jobs in New York City, NY? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the New York City, NY area.

Audit Manager II - Consumer Banking

Company: TD Bank

Location: New York, NY

Posted Jan 21, 2025

TD Bank is offering a competitive salary range of $92,220 - $149,310 USD for the Audit Manager position in Charlotte, North Carolina. The role involves overseeing the planning and execution of audits, managing a team, and ensuring adherence to established standards. The job requires a Bachelor's degree, 8+ years of related experience, and advanced skills in areas like critical thinking, risk management, and project management. TD Bank emphasizes growth opportunities, skill development, and a supportive work environment, with a focus on customer experience and innovation.

Cataloguer, Watches

Company: Sotheby's

Location: New York, NY

Posted Jan 21, 2025

Sotheby's, a renowned global marketplace for art and luxury, is seeking a Watches Cataloguer. The role involves cataloging watches, clocks, and related property, supporting all sales channels, and assisting with various responsibilities including catalogue production, condition reports, and client services. The ideal candidate should have a Bachelor's Degree, 3+ years of experience in the watches industry, strong research and writing skills, excellent communication, and organizational abilities. The company values inclusivity, sustainability, and collaboration.

Merrill Team Financial Advisor

Company: Merrill

Location: Buffalo, NY

Posted Jan 21, 2025

Merrill Wealth Management offers a Team Financial Advisor (TFA) program for career transitioners aiming to become Financial Advisors. The role involves developing a client base, recommending suitable investment products, and meeting performance hurdles. Successful candidates should have at least three years of sales experience and financial acumen. The TFA receives comprehensive training, access to resources, and mentorship. The position is subject to SAFE Act registration requirements.

Pharmacy Technician

Company: CVS Health

Location: Manhasset, NY

Posted Jan 21, 2025

CVS Health emphasizes a mission-driven approach to healthcare, highlighting Pharmacy Technicians' critical role in patient care, operational efficiency, and a supportive work environment. The job description underscores commitment to transforming healthcare through innovation, empathy, and a culture of empowerment.

Senior AI Customer Success Manager

Company: Thomson Reuters

Location: New York, NY

Posted Jan 21, 2025

Thomson Reuters is seeking a Senior AI Customer Success Manager to manage a portfolio of strategic accounts, foster deep partnerships, and drive business growth. The role involves crafting success plans, identifying expansion opportunities, and collaborating with sales teams. Ideal candidates have 4+ years of experience in customer success or related fields, public accounting experience is preferred, and a strong understanding of AI tools is required.

Design Manager II, Design Systems

Company: Datadog

Location: New York, NY

Posted Jan 21, 2025

Datadog is seeking a seasoned Manager to lead their Design Systems team. The role involves maintaining, growing, and scaling a best-in-class design system for efficiency and accessibility. The Manager will collaborate with cross-functional teams, including product managers, engineers, and designers, to deliver user-centric solutions. Key responsibilities include leading a team, driving design system excellence, communicating across the organization, and staying an expert in the field. The ideal candidate has at least 8 years in digital product design, with 3 years in a leadership role focused on design systems. They should possess positive energy, technical proficiency, strong leadership and communication skills, and experience working in cross-functional teams.

Mgr, Operations

Company: Rentokil Terminix

Location: York, PA

Posted Jan 21, 2025

Rentokil offers a full-time position with benefits starting on day 1, including professional growth opportunities, health and wellness benefits, savings and retirement plans, and a work-life balance. The Operations Manager role involves managing daily operations, training and leading a team, achieving sales goals, and ensuring client satisfaction. The company values excellence, promotes from within, and is committed to a drug-free workplace.

Merrill Financial Solutions Advisor - SD Financial Center

Company: Bank of America

Location: New York, NY

Posted Jan 21, 2025

Merrill Wealth Management offers a job opportunity for a Financial Solutions Advisor (FSA) to work with high-net-worth clients, providing personalized investment advice and building a sustainable book of business. The role involves leveraging technology, understanding clients' financial needs, and partnering with Financial Advisor teams. The FSA will undergo the Advisor Development Program (ADP) to become a successful and independent financial advisor. Key responsibilities include assessing financial goals, recommending investment strategies, and growing a book of business to meet financial targets. The role requires SAFE Act registration and Series 7 & 66 licenses, along with two years of relevant experience.

Payments Planning and Analysis, Digital & Design - Associate

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 21, 2025

JPMorgan Chase is seeking an Associate in Financial Planning & Analysis for their Global Finance & Business Management team. The role involves leading budgeting and forecasting processes, delivering impactful reporting, and strategic analyses. The successful candidate will develop comprehensive financial analyses, maintain advanced financial models, and investigate key business issues. They will collaborate with diverse teams, ensuring timely and accurate delivery of initiatives. As a Payments Planning & Analysis, Digital & Design associate, the role involves supporting day-to-day business objectives and shaping the strategic vision of the business. Key responsibilities include managing financial planning activities, reporting on key metrics, and developing performance metrics. Required qualifications include 2+ years of experience in Financial Services, strong analytical skills, and proficiency in Excel and PowerPoint.

Pharmacy Technician

Company: CVS Health

Location: Bossier City, LA

Posted Jan 21, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.

Software Engineer III (Python)

Company: JPMorgan Chase

Location: Jersey City, NJ

Posted Jan 21, 2025

JPMorgan Chase is offering an exciting opportunity for a Software Engineer III to join their Corporate Data & Analytics, Platform Engineering team. The role involves designing and delivering trusted technology products, developing data platform solutions primarily using Python, and optimizing data processing workflows. The ideal candidate should have formal training or certification in software engineering, strong programming skills in Python and Java/Scala, and experience with development tools like Jenkins, Jira, and Git. Strategic thinking, excellent communication skills, and attention to detail are also required. Preferred qualifications include experience with AWS, Databricks, and Apache Spark. JPMorgan Chase offers a competitive total rewards package, comprehensive benefits, and a diverse and inclusive work environment.

Regional Market Leader, Business Cards & Payments (NYC)

Company: Capital One

Location: New York, NY

Posted Jan 21, 2025

Capital One is seeking a Local Market Leader (LML) for the Business Cards & Payments group in NYC. The role involves leading a team of sellers, achieving revenue and financial objectives, and building strong relationships with small and mid-sized business owners. The LML will be responsible for recruiting, onboarding, and training new sellers, and supporting Relationship Managers. Key responsibilities include delivering superior growth and profitability, providing sales leadership, and participating in strategic planning. The ideal candidate should have at least 5 years of outside B2B sales experience and 3 years of sales management or peer coaching experience. A Bachelor's Degree in Sales, Marketing, or Business Management is preferred, along with proficiency in Microsoft Office and Salesforce.com.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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