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.

Sales Development Representative

Company: FranklinCovey

Location: Salt Lake City, UT

Posted Dec 25, 2024

FranklinCovey is a global leadership company that transforms organizations by building leaders, teams, and cultures for breakthrough results. They offer subscription offerings, primarily the FranklinCovey All Access Pass and the Leader in Me membership, to enterprise and education divisions. The Sales Development Representative role involves establishing relationships with potential customers, identifying and qualifying leads, and generating new business opportunities.

Inside Sales Specialist

Company: The Wonderful Company

Location: Oklahoma City, OK

Posted Dec 25, 2024

Teleflora is a nationwide network of florists offering a wide range of flowers and services. They are looking for enthusiastic sales candidates to conduct telephone sales for various products. The job requires strong communication skills, a positive attitude, and the ability to work extended hours. The company offers competitive benefits, development opportunities, and a focus on wellness and health.

Partner - Accounting Advisory, New York Market Leader

Company: Centri Business Consulting

Location: New York City, NY

Posted Dec 25, 2024

Centri is an accounting and advisory firm that values collaboration, entrepreneurship, and technical responsiveness. They focus on becoming the best professional team and aim to provide excellent client service and career advancement opportunities. The firm requires a Bachelor's degree in Accounting or equivalent, an active CPA, and at least 15 years of relative accounting experience. They provide equal employment opportunities and prohibit discrimination and harassment.

Small-Balance Collector (Bi-Lingual Preferred)

Company: ARMStrong Insurance Services

Location: New Orleans, LA

Posted Dec 25, 2024

ARMStrong Receivable Management is a leading and trusted company in debt recovery and financial solutions. They offer efficient B2B collections and tailored debt recovery solutions. Altus Receivables Management, a powerhouse in its own right, is seeking Small Balance Collectors to collaborate with clients, sales, and peers on delinquent accounts. The primary role involves contacting debtors, examining their financial situation, reviewing documents and contracts, resolving disputes, and working on establishing a resolution. The job requires a minimum of 80 outbound calls, negotiating payment, creating a sense of urgency, working closely with Client Support Representative, maintaining a positive attitude, and more. The compensation package includes $1298 per hour, commission, and bonuses, along with a benefit package and retirement plan options.

Client Partner - Education K12

Company: FranklinCovey

Location: New York City, NY

Posted Dec 25, 2024

The text describes a job posting for a Client Partner position at FranklinCovey Education. The role involves growing the Leader In Me solution in the assigned region, prospecting, diagnosing client needs, aligning solutions with key decision makers, and closing business. The ideal candidate should have experience in corporate or K12 education sales and education leadership. Preferred skills include consultative sales, subscription-based models, and Leader In Me implementation.

Technical Support Analyst, Level 1

Company: PrimeRx.io

Location: New York City, NY

Posted Dec 25, 2024

The text describes a job posting for a Pharmacy Application Tech Support L1 position at PrimeRx, a leading pharmacy management software company. The role involves providing technical support for their line of pharmacy management software services, APP API Interface offerings, and hardware and network support needs. The company values innovation, reliability, and customer service. The benefits include snacks and drinks, medical insurance, dental insurance, vision insurance, 401k company match, HSA/FSA, commuter benefits, paid STD life, employee discount program, employee assistance program, and a mental wellbeing program. The text also mentions that PrimeRx is an award-winning, all-in-one solution for pharmacies of all sizes, automating core functions, streamlining workflows, and empowering pharmacies to provide exceptional patient care.

Senior Account Manager

Company: Coveo

Location: New York City, NY

Posted Dec 25, 2024

The text is a job description for a Senior Account Manager position at Coveo, focusing on introducing cutting-edge AI solutions to customers. The role requires managing the entire sales cycle, developing strategies for revenue growth, and building relationships with C-level executives. The ideal candidate should have experience in growing an existing customer base, navigating global complex accounts, and collaborating with cross-functional teams.

Associate, Consulting Clients - New York (2025 Start Dates)

Company: Third Bridge Group Limited

Location: New York City, NY

Posted Dec 25, 2024

Third Bridge is a market-leading investment research firm that provides integrated solutions for top investors and business leaders to help them make smarter and faster decisions. They offer a holistic investment offering and a global expert network, serving over 1000 investment firms with 24/7 coverage. The Associate in Consulting role involves working with clients, identifying and recommending relevant experts and research content, and delivering high-quality work on a deadline. The role offers opportunities for growth, including managing a team and transitioning to a leadership role. The company offers competitive compensation, benefits, and a positive work environment.

Head of Workplace Strategy

Company: Federal Reserve System

Location: New York City, NY

Posted Dec 25, 2024

The Federal Reserve Bank of New York offers a diverse and challenging work environment with a focus on safety, soundness, and vitality of the economic and financial systems. The Head of Workplace Strategy leads a team to manage the real estate portfolio, including strategic planning, design, project management, and space allocation for a 16 million square foot portfolio housing approximately 3200 staff.

Premium Auditor (No Experience Needed)

Company: ARMStrong Insurance Services

Location: New York City, NY

Posted Dec 25, 2024

ARMStrong Receivable Management is a leading and trusted name in debt recovery and financial solutions. They offer efficient B2B collections and tailored debt recovery solutions. NEIS is seeking Premium Auditors to examine the financial records of insurance companies and ensure they follow laws and regulations. The job involves conducting audits, preparing audit documents, and communicating with insured parties. The compensation package includes a benefit plan, 401k retirement plan, generous paid time off, and a salary of $44700-$55000.

Technical Account Manager

Company: Stripe

Location: New York City, NY

Posted Dec 26, 2024

Stripe is a financial infrastructure platform for businesses, offering a wide range of services to help companies accept payments, grow their revenue, and accelerate new business opportunities. The company's mission is to increase the GDP of the internet, and they are looking for a Technical Account Manager to support their largest and most complex users. The ideal candidate should have 5+ years of enterprise-level client-facing experience, strong product sense, and excellent communication skills.

Marketing Strategist

Company: AllianceBernstein

Location: New York City, NY

Posted Dec 26, 2024

The text describes a Marketing Strategist position at Bernstein Private Wealth Management, focusing on advisor marketing strategies, event planning, and client relationship management. The role requires strategic acumen, project management, and innovative thinking. It involves working with regional leads, advisors, and internal teams to deliver memorable experiences and achieve financial objectives.

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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