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.

Workplace Experience Manager

Company: CBRE

Location: New York, NY

Posted Oct 09, 2024

CBRE, the global leader in commercial real estate services, is seeking a Workplace Experience Manager. The role involves managing employees who deliver workplace experience services, including Concierge, Reception, Meeting & Event Management, and administrative office duties. The manager will provide formal supervision, monitor training and development, conduct performance evaluations, and oversee recruitment and hiring. They will also build and maintain client relationships, ensure efficient and consistent support, and suggest process improvements. The ideal candidate will have a Bachelor's Degree, 3-5 years of relevant experience, and strong leadership and organizational skills. CBRE offers a competitive compensation package and a commitment to diversity and equal employment opportunity.

Senior Representative, Client Processing

Company: BNY Mellon

Location: New York, NY

Posted Oct 09, 2024

BNY Mellon, a leading global financial firm with a 238-year history, is seeking a Senior Representative for Client Processing in its Clearance and Collateral Management team. The role, based in New York, NY, involves providing quality client service, handling complex tasks, and serving as the primary point of contact for clients. BNY Mellon is recognized for its inclusive culture and has received numerous awards for diversity, equality, and innovation. The company offers competitive compensation, benefits, and wellbeing programs.

Product Head, Digital and Market Infrastructure

Company: BNY Mellon

Location: New York, NY

Posted Oct 09, 2024

BNY Mellon, a leading global asset management and banking firm, is seeking a Product Head, Digital and Market Infrastructure for its Corporate Trust team. The role involves setting product strategies, managing staff, and collaborating with various teams to ensure product alignment with business objectives. The ideal candidate should have extensive senior management experience, a business or related degree, and a proven track record in digital efforts in financial services. BNY Mellon offers competitive compensation, benefits, and a culture of excellence, inclusivity, and innovation.

Sales Advisor, Retail Stores

Company: Spectrum

Location: Albany, NY

Posted Oct 09, 2024

Spectrum is seeking a Sales Advisor with 5+ years of sales/customer service experience to work in a retail environment. The role involves driving customer engagement, promoting Spectrum's products and services, and hitting sales targets. The company offers supportive teams, competitive pay, and career development opportunities. The base pay is between $18.00 and $30.50, with a commission earnings target starting at $12,412.

Specialist, External Reporting

Company: BNY Mellon

Location: New York, NY

Posted Oct 09, 2024

BNY Mellon is seeking a candidate with a strong accounting background and understanding of data processing principles. The role involves gaining expertise in banking or markets products, developing data processes, enhancing internal controls, and performing supporting analytics. The candidate will be recognized as an external reporting point of contact, gathering and reporting financial information to various external parties. They will liaise with internal and external regulators, coordinate process documentation, and act as a coach to less experienced team members. BNY Mellon offers a competitive compensation package, with a base salary between $64,000 and $120,000 per year. The company is committed to diversity, wellbeing, and a balanced life, offering inclusive employment policies and employee forums.

Digital Product Manager, Client Onboarding

Company: BNY Mellon

Location: New York, NY

Posted Oct 09, 2024

BNY Mellon, a leading global financial firm, is seeking a Digital Product Manager for Client Onboarding in Treasury Services. The role involves designing and delivering efficient onboarding journeys across Files and API digital channels, partnering with various teams, and incorporating fintech solutions. The ideal candidate should have a Bachelor's degree, 7-10 years of experience in Product Management and Digital Transformation, and a strategic problem-solving mindset. BNY Mellon offers competitive compensation, benefits, and a diverse, inclusive culture.

Senior Specialist, Technology Control Management

Company: BNY Mellon

Location: New York, NY

Posted Oct 09, 2024

BNY Mellon, a leading global asset management and banking firm, is seeking a Senior Specialist in Technology Control and Issue Management for their Enterprise Control Services team in New York. The role involves executing enterprise-wide issue management, control framework requirements, and leading or contributing to the development of control management processes. The ideal candidate should have a Bachelor's degree, 7-10 years of experience in IT, risk, and control frameworks, and strong communication skills. CISA, CISSP, CRISC, or ISACA certifications are preferred. BNY Mellon offers competitive compensation, benefits, and a culture that values diversity and inclusion.

American Girl NYC - Sales Department Clerk (part time under/permanent)

Company: Mattel

Location: New York, NY

Posted Oct 09, 2024

Mattel, the parent company of American Girl, is seeking a Part-Time Sales Department Clerk for its New York City retail store. The role involves providing exceptional sales assistance, sharing product knowledge, and resolving customer issues. The ideal candidate should have sales experience, basic computer skills, and a willingness to work flexible retail hours. Mattel values creativity, inclusivity, and innovation, aiming to empower the next generation through play.

Branch Office Administrator

Company: Edward Jones

Location: Jefferson City, MO

Posted Oct 09, 2024

Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Jefferson City, MO. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. BOAs are valued members of the client team, with a wide support network and comprehensive training. Key responsibilities include delivering exceptional service, participating in annual business planning, and identifying opportunities for additional services. The company offers a competitive compensation package, benefits, and a culture of continuous improvement and professional development.

Regulatory Reporting Policy Senior Specialist

Company: BNY Mellon

Location: New York, NY

Posted Oct 09, 2024

BNY Mellon is seeking a Regulatory Reporting Policy Senior Specialist for a hybrid role in Pittsburgh, PA or New York, NY. The role involves managing the production and quality of external reporting processes, focusing on quarterly reports for U.S. Capital Rules (Basel III). The ideal candidate should have 7-10 years of experience in external reporting and/or regulatory policy, with knowledge of U.S. Capital Rules (Basel III) and bank financial products. Preferred skills include C.P.A., knowledge of GAAP, SQL, and Python. BNY Mellon offers competitive compensation, benefits, and wellbeing programs, and is committed to diversity and inclusion.

Client Human Resources Business Partner III

Company: ADP

Location: Culver City, CA

Posted Oct 09, 2024

ADP is seeking a Human Resources Consultant with 5-8 years of professional consulting experience or equivalent experience in a systems-related organization. The role involves being a trusted advisor to clients, using HR experience and ADP product expertise to solve business challenges. The candidate must be comfortable building relationships with clients and internal partners, and have strong communication skills. ADP offers career advancement opportunities, award-winning training, and a culture of collaboration and belonging. The position is based in the Culver City/Los Angeles/Monterey Park down to Bellflower area and offers a salary range of $57,100.00 - $116,100.00 / Year.

Consultant Lead Management

Company: Empower

Location: New York, NY

Posted Oct 09, 2024

The Empower Personal Wealth (EPW) Lead Coordinator position is a highly detailed role responsible for managing lead lifecycle processes, working closely with leadership, and maintaining current documentation. The role involves problem-solving, utilizing tools like Excel, and collaborating with cross-functional teams. The ideal candidate should have a Bachelor's Degree, 1-3 years of relevant experience, and proficiency in Salesforce Dataloader and SQL. The company offers diverse benefits, including health insurance, retirement savings, tuition reimbursement, and flexible work arrangements.

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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