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.

Assistant Vice President - Client Service Advisor

Company: Bank of America

Location: Bonifacio Global City, Philippines

Posted Dec 19, 2024

Bank of America is seeking Treasury Service Advisors with at least 7-10 years of experience in client services, focusing on treasury and cash management solutions for corporate and financial institutional clients. The role involves working closely with various internal teams to provide seamless delivery and build relationships with clients. Responsibilities include managing client enquiries, conducting service reviews, and ensuring compliance with laws and regulations. The position offers opportunities for career growth, exposure to financial products, and working with a variety of stakeholders.

Vice President, Control Room

Company: TD Bank

Location: New York, NY

Posted Dec 19, 2024

TD Securities is seeking a Compliance professional for a hybrid in-office/work from home opportunity in New York. The role involves maintaining the Firm's watch and restricted list, monitoring interactions, handling regulatory inquiries, and providing advice to business partners. The ideal candidate should have a Bachelor's degree, 5-7+ years of relevant experience, and a working knowledge of FINRA and SEC rules. The VP Compliance TDS oversees a team, managing specialized compliance areas and leading a team of specialists. TD Securities offers competitive compensation, growth opportunities, and a supportive work environment.

.Net Core Developer P6764

Company: Nisum

Location: Salt Lake City, UT

Posted Dec 17, 2024

Nisum is a leading global digital commerce firm with a customer-centric approach. They have over 1800 professionals across the US, Chile, Colombia, India, Pakistan, and Canada. They are a preferred advisor to leading Fortune 500 brands and help clients achieve direct business growth by building advanced technology for immersive and seamless experiences across digital and physical channels.

U.S. Private Bank - Lending Solutions Professional - Analyst

Company: JPMorganChase

Location: New York City, NY

Posted Dec 18, 2024

The job posting is for an exceptionally talented individual to provide a first-class experience to clients within JP Morgan's US Private Bank. The role involves working alongside a team of talented colleagues, managing a loan portfolio, and providing sales management. The individual should have an entrepreneurial mindset, be confident, and motivated to take their career to the next level.

Associate District Manager

Company: ADP

Location: Poughkeepsie, NY

Posted Dec 19, 2024

ADP is seeking a Sales Representative for Small Business Services. The role involves working within a defined territory to identify and sign new clients for various services, including payroll, tax, human resources, and benefits. The company offers uncapped commissions, incentive trips, and career advancement opportunities. ADP is known for its high-quality sales training and the latest sales technology. The ideal candidate should be a positive self-starter, agile solution seeker, and continuous learner. No prior sales experience is required, but a college degree or relevant work experience is preferred. ADP values diversity, equity, and inclusion, and offers a range of benefits including medical, dental, vision, life insurance, retirement savings, and more.

Lead Software Engineer -AIML MLCOE

Company: JPMorgan Chase

Location: Jersey City, NJ

Posted Dec 19, 2024

JPMorgan Chase is offering a Lead Software Engineer position in the AIML Technology Team within the Corporate Sector. The role involves working with the Machine Learning Center of Excellence (MLCOE) to create and share Machine Learning solutions for complex business problems. The successful candidate will be part of an agile team, responsible for enhancing, building, and delivering trusted technology products. Key responsibilities include executing creative software solutions, developing secure high-quality production code, and leading evaluation sessions with external vendors. Required qualifications include formal training in software engineering, hands-on experience in system design and application development, and advanced understanding of agile methodologies. Preferred skills include AWS cloud native application development and robust understanding of AWS infrastructure tools.

Software Engineer Generative AI

Company: Spring Venture Group

Location: Kansas City, MO

Posted Dec 18, 2024

Spring Venture Group is a leader in Medicare health insurance distribution, offering incredible culture benefits, fantastic income potential, and a stable work environment. They are looking for highly motivated Software Engineers to design, develop, and test large complex systems. The role involves mentoring, code reviews, leading projects, and using knowledge of the business to guide product direction. The company offers competitive compensation, medical benefits, 401k matching, and generous PTO. They operate in alignment with policies and standards, and are an Equal Opportunity Employer.

Senior Revenue Operations Analyst

Company: Coveo

Location: New York City, NY

Posted Dec 17, 2024

Coveo is seeking an experienced Revenue Operations Analyst to contribute to their GTM teams success. The role involves driving business decisions, optimizing revenue processes, and collaborating with leadership across various departments. The successful candidate will have 4+ years of experience in Revenue Operations, Sales Operations, or a related analytical role within the SaaS industry. They should have excellent business acumen, strong Excel skills, and proficiency with Salesforce CRM. The role requires defining and enforcing data management standards and leading revenue forecasting initiatives.

Vendor Solutions Consultant, Google Cloud (English, Spanish)

Company: Google

Location: Mexico City, Mexico

Posted Dec 19, 2024

The role of Vendor Solutions Consultant involves developing strategies for sourcing, selecting, and contracting vendors for Google Cloud business functions. This includes analyzing existing vendor agreements, proposing new solutions, and collaborating with various teams to minimize operational risks and enhance KPIs. The position requires a bachelor's degree, 8 years of relevant experience, and fluency in English and Spanish. Preferred qualifications include experience in strategy sourcing, contract roles in professional services, and global collaboration.

Executive Assistant to CRO

Company: Zuora

Location: Redwood City, CA

Posted Dec 19, 2024

Zuora is seeking an Executive Assistant for the CRO to enhance efficiency and organization, enabling the CRO to focus on high-impact priorities. The role involves strategic calendar management, coordinating meetings, arranging travel, and maintaining a shared corporate calendar. The ideal candidate should have 10-15+ years of C-level administrative experience, strong communication skills, and technical proficiency. Zuora offers a competitive compensation package, flexible time off, and a commitment to an inclusive workplace.

CRM Manager

Company: Catbird NYC

Location: New York City, NY

Posted Dec 17, 2024

Catbird is seeking a CRM manager to develop retention strategies, increase customer loyalty, and lifetime value, and mitigate churn across their ecommerce and store customer cohorts. The ideal candidate is data-driven with a deep understanding of the full customer lifecycle and its drivers. The company values being an antiracist organization, making and selling durable products, and treating everyone with respect, kindness, and honesty.

Senior Director, Enterprise & Client Strategy

Company: Northwestern Mutual

Location: New York City, NY

Posted Dec 18, 2024

Northwestern Mutual is seeking an energetic strategist to join their team of high-powered aspirational leaders. The ideal candidate will have concrete strategy experience and a passion for imagining the future. The role involves defining industry-leading strategies to drive client acquisition and deepen relationships with clients. The position requires strong industry insights, data analysis, and the ability to build relationships with top executives and colleagues.

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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