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.

Associate/VP, Product Manager (Risk Management Solutions) - New York

Company: Galaxy

Location: New York City, NY

Posted Dec 20, 2024

Galaxy is seeking a proactive and skilled Product Manager to join their team focusing on developing their enterprise risk platform. The role requires establishing close working relations with risk trading, lending, and operations teams. The candidate should have experience in defining and maintaining risk measures, working with trading teams to set up and maintain portfolio structures, and conducting comprehensive market research to stay updated with the latest trends and practices in risk management.

Leveraged Finance Director

Company: TD Bank

Location: New York, NY

Posted Dec 20, 2024

TD Securities is offering a Director Investment Banking position in New York, NY with a salary range of $250,000 - $300,000 USD. The role involves developing transaction ideas, maintaining client relationships, and executing transactions. The ideal candidate should have an undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics, along with 10 years of related experience and relevant licenses (Series 7, 79, and 637). TD Securities emphasizes fair compensation, growth opportunities, and skill development, with a comprehensive Total Rewards package including health benefits, savings programs, and career development support.

Director, Business Capability Owner - Risk

Company: TD Bank

Location: New York, NY

Posted Dec 20, 2024

TD Securities is seeking a Business Capability Owner for its Payment and Deposits Solutions team in New York. The role involves leading cross-functional understanding of Payments & Deposits Products, defining Product Vision, and managing product development using Agile/Scrum methodologies. The candidate should have substantial knowledge in product capability ownership, payment & deposits product domains, and Agile delivery experience. The position offers competitive compensation, growth opportunities, and a dynamic work environment focused on innovation and customer service.

Senior Customer Success Manager

Company: Nexthink

Location: New York City, NY

Posted Dec 20, 2024

Nexthink is a leader in digital employee experience management software. They provide IT leaders with unprecedented insight to diagnose and fix issues at scale. The company has a strong focus on customer success and offers a comprehensive customer success plan. The role of a Customer Success Manager at Nexthink involves driving adoption of their solutions, building relationships with key stakeholders, and providing value for customers. The company offers a comprehensive benefits package, including flexible hours, unlimited vacation, and a 401k plan with company matching contributions.

Investment Consultant - Albany, NY

Company: Fidelity Investments

Location: Albany, NY

Posted Dec 20, 2024

Fidelity Investments is seeking an Investment Consultant to join their team in an Investor Center. The role involves developing customized financial plans for clients using Fidelity's tools and services. The consultant will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships. The ideal candidate should have Series 7 & 63 licenses, preferably Series 65 or 66 and appropriate state registrations. A degree and/or professional certifications like CFP are beneficial. Fidelity offers a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for training and career development. The role requires in-person attendance in the assigned Branch location.

Audit Manager II(AIC) Internal Controls over Financial Reporting

Company: TD Bank

Location: New York, NY / Remote

Posted Dec 20, 2024

TD offers a position for an Audit Manager in Mount Laurel, New Jersey, with a salary range of $92,220 - $149,310. The role involves overseeing audit planning and execution, leading a team, and ensuring adherence to standards. Required qualifications include a Bachelor's degree, 8+ years of related experience, and strong communication and analytical skills. Preferred qualifications include advanced degrees, certifications, and banking experience. TD emphasizes colleague development, training, and a comprehensive Total Rewards Package.

HR Coordinator | US

Company: Blank Street

Location: New York City, NY

Posted Dec 20, 2024

About Us - Blank Street is a growing coffee company with locations across the US and UK, focusing on exceptional quality and hospitality. They are looking for an HR Coordinator to support the People Team, with a focus on people operational needs, compliance efforts, and people processes. The role offers opportunities for growth, learning, and hands-on experience in all things People. The ideal candidate is passionate about building a supportive, engaging, and fun workplace. The company values attention to detail, teamwork, and hospitality. The role offers a competitive salary, benefits, and learning opportunities.

Communications Coordinator

Company: Lord Abbett

Location: Jersey City, NJ

Posted Dec 20, 2024

Lord Abbett, an independent investment management firm founded in 1929, is seeking a dynamic Communications Coordinator. The role involves providing administrative support, coordinating meetings, and working on corporate communications projects. The ideal candidate should have a BA/BS degree, 2+ years of administrative experience, and proficiency in Microsoft Office Suite. Lord Abbett values intellectual curiosity, teamwork, and a commitment to active management. The firm offers competitive compensation, benefits, and a respected work environment.

IT/Blockchain Infrastructure Engineer

Company: CertiK

Location: New York City, NY

Posted Dec 20, 2024

CertiK is a leading blockchain security company founded in 2018 by professors of Yale and Columbia Universities. They use AI technology to secure and monitor blockchain protocols and smart contracts, aiming to secure the cyber world. CertiK is known for its innovative solutions and has partnerships with top VCs and industry leaders. They are seeking a skilled IT Blockchain Infrastructure Engineer to join their team.

Commercial Sales Professional

Company: Rentokil Terminix

Location: Salt Lake City, UT

Posted Dec 20, 2024

Terminix Nation offers a competitive role as a Commercial Sales Professional with benefits starting on the first day. The job involves inspecting and identifying pest infestations, proposing solutions, and growing a career with opportunities for training, skill development, and advancement. The company prides itself on being a trusted partner to global brands and prioritizes employee well-being with comprehensive benefits including medical, dental, vision, a 401(k) with company match, and more. The role requires strong customer service, communication, and critical thinking skills, with physical demands including lifting up to 20 lbs and navigating various surfaces.

Advisory Solution Consultant - Insurance

Company: ServiceNow

Location: New York, NY / Remote

Posted Dec 20, 2024

ServiceNow, a global market leader in AI-enhanced technology, is seeking an Advisory Solution Consultant (Core) for Enterprise Insurance customers. The role involves providing consultative pre-sales support, creating tailored solutions, and demonstrating the technical and business value of ServiceNow solutions. The ideal candidate should have 7+ years of pre-sales solution consulting experience, Financial Services experience, proficiency with the ServiceNow platform, and territory management skills. The position offers a competitive base pay, variable/incentive compensation, and benefits. ServiceNow is an equal opportunity employer, committed to inclusivity and accommodating candidates with disabilities.

Head of Sales, Wealth Management - Media & Research (New York Preferred)

Company: Informa

Location: New York City, NY

Posted Dec 20, 2024

The Head of Sales for Informa Connect Wealth Management is a key role responsible for owning a territory and book of business, leading the media sales team, and driving departmental revenue growth. The role includes developing products, proposals, and solutions across various services to meet the needs of clients and sponsors. The Head of Sales will be responsible for identifying new accounts and key partners to drive growth and help leadership in developing sales strategy and process that aligns with the needs of the business. This role is crucial in ensuring the long-term success of the Wealth Management group.

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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