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.

Data Management Sales, Enterprise Data Sales - Bloomberg Financial Solutions

Company: Bloomberg

Location: New York City, NY

Posted May 09, 2024

Bloomberg, a global leader in business and financial information, is seeking a Data Management Services Sales professional for the Americas. The role involves driving annual sales and revenue targets, understanding client needs, and providing consultative solutions. The ideal candidate should have 5+ years of enterprise solutions selling experience, preferably in the financial market sector, and a strong track record in consultative selling. Bloomberg values diversity and offers a fast-paced, collaborative work environment with opportunities for business travel.

Brand Partner Specialist (BPS) Automation

Company: IBM

Location: PH Taguig City

Posted May 10, 2024

The IBM Data & AI brand is seeking a Technology Sales Specialist, or 'Brand Partner Specialist', to accelerate enterprises' success by improving their data understanding and actionable insights. The role involves selling multi-award winning software, providing solutions for various organizational roles, and collaborating with a team of bright minds. Key responsibilities include managing a BP sales team, developing co-marketing activities, tracking BP performance, and ensuring high customer satisfaction. The ideal candidate should have relevant sales experience in Malaysian major banks, a deep understanding of technology trends, and strong communication skills.

Sr. Product Designer, Growth

Company: HoneyBook

Location: New York City, NY

Posted May 10, 2024

HoneyBook, a leading clientflow management platform, is seeking a Senior Product Designer for its Growth design team in New York. The ideal candidate will have 3+ years of experience in designing and shipping exceptional products, with a focus on growth-focused products. The role involves working with cross-functional teams, advocating for users, and leading the design strategy and execution on features contributing to HoneyBook's growth. The company offers a competitive salary, meaningful equity grants, and a mission-driven, innovative work environment.

Enterprise account executive

Company: Writer

Location: New York City, NY

Posted May 09, 2024

The company is seeking an experienced enterprise sales representative to help convert prospects into customers. The role involves understanding users, educating them on the product, and guiding them through trials. The ideal candidate should have a strong background in B2B SaaS sales, experience with value-based selling, and knowledge of editorial processes. The company offers competitive compensation, benefits, and a commitment to diversity.

Systems Engineer

Company: Galaxy

Location: New York City, NY

Posted May 10, 2024

Galaxy Digital is seeking a Systems Engineer to manage and maintain Linux systems for various operations such as staking, mining, custody, and trading. The role requires extensive experience in Linux system management, proficiency in configuration management tools, and basic scripting skills. The company offers a competitive base salary, flexible time off, company-paid holidays, health benefits, a 401(k) contribution, parental leave, and opportunities to learn about the crypto industry. Galaxy values diversity and provides equal employment opportunities.

Head of NA Customer Success

Company: Pigment

Location: New York City, NY

Posted May 09, 2024

Pigment, a rapidly growing SaaS company founded in 2019, offers an Enterprise Performance Management platform. The company has expanded to over 380 employees across multiple global offices and has secured $393M in investments. Pigment serves notable clients like Unilever, Deliveroo, Gong, and Brex. The role involves leading a team of Customer Success Managers, mentoring team members, and developing trusted relationships with customer executive sponsors. The ideal candidate is an empathetic leader with significant experience in account management, sales, or professional services at a software/SaaS company. They should have a proven track record of building strong C-level executive relationships and experience deploying SaaS platforms across enterprise organizations.

Lead Software Engineer - Mobile

Company: Personio

Location: New York City, NY

Posted May 10, 2024

Personio is seeking a Lead Software Engineer to join their Mobile team. The role involves driving technical excellence and innovation, delivering an outstanding mobile experience for customers, and mentoring team members. The company offers a range of benefits, including a robust reward package, paid vacation, and comprehensive medical coverage.

Recruiting Coordinator

Company: firsthand Health Inc

Location: New York City, NY

Posted May 09, 2024

firsthand is a company that supports individuals with serious mental illness (SMI) through a holistic approach involving peer recovery specialists, benefits specialists, and clinicians. They focus on building trust and providing socio-economic assistance, as well as reconnecting individuals with primary and behavioral care. This approach results in substantial savings for managed care organizations and taxpayers. firsthand is seeking a Recruiting Coordinator to join their People team, responsible for managing interview scheduling, maintaining the Applicant Tracking System, and ensuring an excellent candidate experience. The role offers a supportive and inclusive culture, competitive compensation, and benefits including health, dental, vision, 401(k), and 16 weeks of parental leave. Vaccination is required for employment.

401(k) Client Success Manager

Company: Betterment

Location: New York City, NY

Posted May 09, 2024

Betterment is seeking a Client Success Manager for its award-winning 401(k) solution, Betterment at Work. The role involves servicing and driving success for advisor clients and plan sponsors, ensuring a seamless experience for operating and growing their 401(k) plans. The ideal candidate should have 4+ years of experience in Client Success or Account Management, proven ability to retain clients, grow client relationships, and manage stakeholders at various levels. The position offers a competitive salary, equity package, and comprehensive benefits. Betterment values diversity, inclusivity, and professional development, providing opportunities for growth and community building.

Sr. Sales Operations Analyst

Company: BILL

Location: Salt Lake City, UT

Posted May 10, 2024

BILL is a leading financial automation software company for small and mid-size businesses. The company is dedicated to automating finance for SMBs' success, with solutions for payables, receivables, and spend management. BILL is a trusted partner of financial institutions and accounting firms, with operations in multiple locations and plans for expansion. The company is seeking a Sr. Revenue Operations Analyst to collaborate cross-functionally, drive efficiency in post-sales processes, and support the growth of the revenue organization. The ideal candidate will have 3+ years of experience in sales/customer operations or an analytical role, strong data analysis skills, and a passion for data-backed decision making. BILL offers a competitive salary, benefits package, and a positive, inclusive work culture.

Enterprise sales leader

Company: Writer

Location: New York City, NY

Posted May 09, 2024

Writer is seeking an experienced Enterprise Sales Manager to lead a high-performing team targeting CIOs and CMOs at Fortune 500/Global 2000 companies. The role involves driving revenue growth, establishing sales processes, hiring and developing top talent, collaborating with cross-functional teams, and fostering a culture of high performance. The ideal candidate has 8+ years in SaaS, 5+ years leading enterprise sales teams, and a proven track record in consultative, large-enterprise customer selling. Benefits include generous PTO, comprehensive health coverage, parental leave, and a competitive compensation package.

Individual Product Advisor

Company: MVP Health Care

Location: New York City, NY

Posted May 09, 2024

MVP Health Care, a nationally recognized, not-for-profit health insurer, is seeking an Individual Product Advisor. The role involves membership growth in strategic target areas, enrolling members in various health plans, and conducting outreach activities. The company values diversity and offers competitive compensation and benefits. The position requires a flexible schedule, local travel, and the ability to lift heavy promotional materials. Minimum qualifications include an associate degree, two years of customer service or sales experience, and some healthcare industry experience.

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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