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.

Financial Solutions Advisor - Registered Candidate - Consumer Investments - Oklahoma City - Spanish required

Company: Bank of America

Location: Oklahoma City, OK

Posted Dec 20, 2024

Bank of America is seeking a Financial Solutions Advisor Stage I - Registration Candidate. The role involves acquiring necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Key responsibilities include providing comprehensive financial advice, conducting client reviews, engaging with customers, and participating in ongoing training. Required skills include obtaining Series 7 & 66 licenses, strong communication, computer skills, and adaptability. The position requires SAFE Act registration and a high school diploma. It's a full-time role with 40 hours per week.

Senior Associate, Network Operations

Company: Maven Clinic

Location: New York, NY

Posted Dec 20, 2024

Maven Clinic, a leading virtual healthcare provider for women and families, is seeking a Senior Associate, Network Operations. This role involves managing day-to-day operations of the Maven Performance Network, supporting fertility clinics and partners, and overseeing strategic initiatives. The ideal candidate should have 3+ years of experience in provider operations, provider/customer success, or account management, preferably with fertility industry experience. Key responsibilities include managing partner onboarding, maintaining documentation, and leading onboarding sessions with clinic partners. Maven offers a competitive benefits package, including access to its full platform, wellness partnerships, hybrid work, and comprehensive parental leave.

Workplace Manager

Company: BlackLine

Location: New York, NY

Posted Dec 20, 2024

BlackLine promotes a positive work environment with opportunities for growth, emphasizing innovation and employee well-being. The role involves managing workplace operations and fostering a collaborative culture.

Assistant Vice President, Corp. & Institutional Solutions

Company: Morgan Stanley

Location: New York, NY

Posted Dec 20, 2024

Morgan Stanley Smith Barney, LLC is looking for an Assistant Vice President, Corp. & Institutional Solutions in New York. The role involves assisting in technology platform development, particularly enhancing the LeadIQ application for lead distribution, management, and oversight. The candidate will also coordinate communications, support training, and develop partnerships with Financial Advisor teams. They will work with data & analytics partners to create a monitoring and measurement framework. The role requires a Bachelor's degree in Finance or related field and 3 years of experience in product management, strategy analysis, and Fintech industry. Proficiency in tools like JIRA, MS Excel, PowerPoint, SQL, Dataiku, Snowflake, Tableau, and Thinkcell is necessary. The expected base pay is between $135,000 and $135,000 per year.

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Stateline Station Financial Center

Company: Merrill

Location: Kansas City, MO

Posted Dec 20, 2024

Bank of America is a company that values responsible growth and creating meaningful relationships with clients. They offer a diverse and inclusive workplace, competitive benefits, and flexibility to employees. The company is currently seeking Financial Advisors through their Advisor Development Program. As a Financial Solutions Advisor Stage I (FSA I), individuals will receive training, obtain necessary licenses, and learn foundational skills to build and manage client relationships. The role offers opportunities for career growth, robust marketing support, and ongoing professional development. Bank of America is committed to advancing tools, technology, and ways of working, always putting clients first.

Hazardous Area Communications - India Sales Leader

Company: Eaton

Location: New Delhi, India

Posted Dec 20, 2024

The role is for a Sales Leader - Hazardous Area Communications at Eaton, focusing on expanding the market for explosion-proof CCTV systems, notification products, telephones, and signal annunciators. The individual will lead sales initiatives, develop sales strategies, identify market trends, and build key relationships to drive revenue growth. They will engage with customers, collaborate with cross-functional teams, and monitor performance. Qualifications include a technical background, extensive sales experience, and strong leadership skills.

Associate, Enterprise Risk Management

Company: Morgan Stanley

Location: New York, NY

Posted Dec 20, 2024

Morgan Stanley, a leading global financial services firm, is seeking an experienced professional for a role in its Wealth Management and U.S. Banks Risk Department. The role involves reviewing and executing risk management processes, ensuring robust risk governance, and compliance with regulatory requirements. Key responsibilities include aggregating and monitoring risk limits, reviewing risk-related processes, preparing reports for senior management, and supporting the new product approval process. The ideal candidate should have 4+ years of experience in the financial services industry, preferably in enterprise risk management, regulatory agencies, consulting, or internal audit. They should possess strong analytical skills, understanding of risk management frameworks, and excellent communication abilities. The role is hybrid, requiring in-office attendance 3 days a week, and offers a base pay range of $85,000 to $140,000 per year.

Regional Sales Manager, Mid-Size Law Firms

Company: Thomson Reuters

Location: New York, NY

Posted Dec 20, 2024

The Regional Sales Manager for the MLF Channel is tasked with leading a team to drive revenue growth through customer acquisition, upselling, and retention. Key responsibilities include achieving sales quotas, hiring qualified staff, coaching and training Senior Sales Executives, and maintaining positive customer relationships. The ideal candidate should have a four-year degree, 5-7 years of B2B sales experience, and strong leadership and coaching skills. Thomson Reuters offers a comprehensive benefits package, including wellbeing, culture, learning & development, social impact, and purpose-driven work.

Financial Solutions Advisor Registration Candidate - Consumer Investments - Medford Financial Center

Company: Merrill

Location: Shirley, NY

Posted Dec 20, 2024

Bank of America is seeking passionate individuals to join their Advisor Development Program as Financial Solutions Advisors. The role involves obtaining necessary licenses, receiving comprehensive training from the Academy, and progressing through stages to become an investment specialist. The bank offers world-class training, on-boarding programs, and continuous professional development. The position is subject to SAFE Act registration requirements. Benefits include pay transparency, industry-leading benefits, and access to paid time off.

Cloud Technical Solutions Engineer, Data Analytics II (English)

Company: Google

Location: Mexico City, Mexico

Posted Dec 20, 2024

Google Cloud Platform is seeking a tech-savvy professional with a Bachelor's degree in Science, Technology, Engineering, Mathematics, or equivalent experience. The ideal candidate should have 4 years of experience in reading code, troubleshooting technical issues, and advocating for customer needs. Preferred qualifications include experience in technical consulting for large enterprise customers and cloud computing. The role involves providing support to customers transitioning to Google Cloud, troubleshooting technical problems, and suggesting code-level resolutions for complex product bugs. The successful candidate will play a key role in understanding customer needs and helping shape the future of businesses using technology.

Outside Sales Professional

Company: Rentokil Terminix

Location: New Port Richey, FL

Posted Dec 20, 2024

Terminix Nation offers a full-time position with benefits starting on the first day, no waiting period. The role involves inspecting and identifying pest infestations, proposing solutions, and building customer relationships. The company provides training, competitive salary, and opportunities for career growth. Physical demands include lifting up to 20 lbs, moving around, and operating equipment. Terminix is part of the Rentokil family, a global leader in pest control with a commitment to protecting people, enhancing lives, and preserving the planet.

IAM Engineer (Monterrey)

Company: IBM

Location: Mexico City, Mexico

Posted Dec 20, 2024

The role is for a Security Consultant at IBM, responsible for designing and implementing security solutions for clients. The consultant will use technical skills to balance enabling and securing client organizations with IBM's cognitive solutions. Required expertise includes hands-on experience in IAM security, scripting languages, identity tools, and operating systems. Familiarity with cybersecurity frameworks and preferred solutions like CyberArk and SailPoint is a plus. The role involves managing project obligations, ensuring customer satisfaction, and enforcing compliance with operational standards.

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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