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.

Staff LLM Data Scientist, Sage

Company: TIFIN

Location: New York City, NY

Posted Apr 05, 2024

TIFIN, a fintech platform backed by industry leaders, is seeking a Staff LLM Data Scientist for Sage, a generative AI investment assistant. The role involves designing and fine-tuning LLMs, building advanced RAG pipelines, implementing evaluation frameworks, deploying models into production, and collaborating with product and software engineering teams. The ideal candidate should have a Ph.D./Masters/Bachelor's degree in a relevant field, extensive experience in NLP/LLM, and proficiency in Python and SQL. TIFIN offers a competitive compensation package, including performance-linked variable compensation, medical benefits, flexible PTO, parental leave, and corporate social responsibility opportunities.

Product Manager III - Consumer Integrations / Affinity Programs

Company: ACV Auctions

Location: Buffalo, NY

Posted Apr 07, 2024

ACV Auctions Inc. is a dynamic technology company revolutionizing the automotive industry by providing a digital marketplace for used vehicles. They offer competitive compensation, learning and development opportunities, and a strong focus on employee wellness. ACV is seeking a Product Manager with 5+ years of relevant experience and 2+ years in Product Management to join their new affinity programs team. The role involves data analysis, customer feedback collection, competitive analysis, product vision development, and collaboration with various teams. The compensation is $115,000-120,000 annually.

Manager, Centralized Sales & Support - CFA

Company: Commerce Bank

Location: Kansas City, MO

Posted Apr 06, 2024

Commerce Bank offers a career with opportunities for growth, learning, and building relationships. The role involves managing sales assistants, planning staffing levels, and nurturing the development of future financial advisors. The company values its culture and invests in its employees, providing a supportive work environment. The position requires strong financial services knowledge, leadership skills, and proficiency in Microsoft Office. A Bachelor's degree, 6+ years of client service experience, and relevant certifications are required. The compensation range is $100,500 - $119,000 annually, with potential for additional incentives.

Customer Onboarding Specialist

Company: Spring Venture Group

Location: Kansas City, MO

Posted Apr 06, 2024

Spring Venture Group, a leader in Medicare health insurance distribution, is seeking a Customer Onboarding Specialist. The role involves making outbound and receiving inbound calls to Medicare Advantage clients, focusing on increasing placement rates. Key responsibilities include verifying application information, answering client questions, conducting Health Risk Assessments, and ensuring client satisfaction. The ideal candidate should have a high school diploma, minimum one year of pre-sales or customer service experience, and preferably Medicare health insurance industry experience. Strong communication skills, attention to detail, and the ability to work in a fast-paced environment are required. Spring Venture Group offers competitive compensation, benefits, and a supportive work culture.

Institutional Sales Executive (NYC)

Company: FalconX

Location: New York City, NY

Posted Apr 07, 2024

FalconX is a leading digital asset platform for institutions, offering trade execution, credit & treasury management, prime offerings, and market making services. With global operations, advanced technology, and deep liquidity, they have facilitated $1 trillion in volume. They are seeking an Institutional Sales Executive with 7-10+ years of experience in the crypto industry, expertise in equity sales, derivatives, and hedge fund sales, and exceptional negotiation skills. The role involves developing sales strategies, identifying new prospects, and establishing strong relationships with senior executives. The position offers a competitive annual compensation of $175,000.00 - $350,000, along with other benefits and bonuses. FalconX is committed to building a diverse, inclusive, and equitable workspace.

vCIO

Company: Lyra Technology Group

Location: New York City, NY

Posted Apr 05, 2024

Lyra Technology Group, a family of industry-leading technology service businesses, is seeking a talented vCIO for their operating company, Altourage. The vCIO will play a pivotal role in driving strategic IT direction for clients, collaborating with them to understand business objectives, and formulating comprehensive IT strategies. The ideal candidate should have proven experience as a vCIO, in-depth knowledge of IT systems, and expertise in cloud migration strategies. They should also possess strong project management skills, excellent communication abilities, and a familiarity with financial or legal services is a plus.

People Business Partner - US Commercial

Company: Trustpilot

Location: New York City, NY

Posted Apr 05, 2024

Trustpilot, a leading online reviews platform, is seeking a People Business Partner to join their US Commercial function. The role involves partnering with the leadership team, defining and implementing people priorities, and supporting the function's strategic goals and growth plans. The ideal candidate will have prior experience as a generalist People Business Partner, ideally supporting a sales function, and possess strong interpersonal and communication skills. The company offers a competitive salary, flexible working options, comprehensive health insurance, and a supportive work environment.

Senior Product Manager - Octopus Cloud

Company: Octopus Deploy

Location: Australia,New Zealand

Posted Apr 05, 2024

Octopus Deploy, a leading software company based in Australia, is seeking a remote product manager for their SaaS offering. The role involves understanding customers, planning product direction, and collaborating with UX and engineering teams. The ideal candidate should have multiple years of experience in Enterprise B2B SaaS, focus on outcomes, and have a collaborative approach. Octopus Deploy offers competitive benefits, trust, autonomy, and a supportive work environment. They value diversity and inclusivity, and encourage applications from individuals with diverse levels of experience.

Onboarding Lead, Enterprise

Company: Findigs, Inc.

Location: New York City, NY

Posted Apr 06, 2024

Findings is a mission-driven startup aiming to revolutionize residential leasing by making it faster, fairer, and more transparent. They are seeking an experienced Enterprise Onboarding Project Lead to work with customers, ensure seamless platform implementation, and drive revenue growth. The role offers flexibility to work from the NY office or remotely, and requires excellent communication skills, project management experience, and a willingness to travel up to 25% of the time.

HR Generalist, US

Company: 21.co

Location: New York City, NY

Posted Apr 06, 2024

21.co, a global leader in crypto access, is seeking an HR Generalist for its US operations. The role involves managing employee relations, payroll, immigration, compensation, benefits, HR operations, talent acquisition, performance management, and employee engagement. The ideal candidate should have 3+ years of HR experience, preferably in a startup or rapidly growing organization, with knowledge in asset management, crypto, or fintech. The role is based in New York City, with a base salary range of $100,000.00 - $125,000.00.

Digital Strategy Specialist, Enterprise Sales - Bloomberg Financial Solutions

Company: Bloomberg

Location: New York City, NY

Posted Apr 07, 2024

Bloomberg, a global leader in business and financial information, is seeking a Digital Strategy Specialist for the AMER region. The role involves driving the strategy for digital product adoption, building relationships with key clients, and partnering with internal teams to achieve digital transformation goals. The ideal candidate should have 3+ years of experience in financial markets, strong consultative sales skills, and a keen interest in digital transformation and automation. Bloomberg values diversity and offers a fast-paced, collaborative work environment with opportunities for philanthropic involvement.

Staff Software Engineer - MAX Digital

Company: ACV Auctions

Location: Buffalo, NY

Posted Apr 08, 2024

ACV Auctions Inc. is a technology company revolutionizing the automotive industry by providing a digital marketplace for used vehicles. They offer competitive compensation, learning opportunities, and a focus on employee wellness. The company is seeking a Staff Engineer to enhance and maintain their products, collaborate with teams, and contribute to the development of innovative automotive solutions. The ideal candidate should have extensive experience in software development, system design, and API development, with a deep technical knowledge in various technologies. The role involves architecting, delivering, and maintaining systems, influencing engineering standards, and leading team discussions.

Frequently Asked Questions

What are typical salary ranges for Trusted Advisor roles by seniority?
Entry‑level (0‑2 years) salaries range from $90k to $110k, with annual bonuses up to 10% and modest equity. Mid‑level (3‑6 years) earn $120k‑$150k, 15% bonus, and 0.5%–1% equity. Senior (7+ years) typically command $160k‑$200k+, 20% bonus, and 1%–3% equity, plus performance shares.
Which skills and certifications are most valuable for Trusted Advisors?
Core technical skills: Cloud security (AWS, Azure, GCP), vulnerability management (Qualys, Nessus), SIEM (Splunk), and continuous compliance tooling (ServiceNow Security Operations). Certifications: CISSP, CISA, CISM, ISO 27001 Lead Implementer, SOC 2 Auditor, GDPR Data Protection Officer, and cloud‑specific badges like AWS Certified Security – Specialty.
How common is remote work for Trusted Advisor positions?
Approximately 60% of Trusted Advisor roles support full‑time remote or hybrid arrangements. Companies often require on‑site visits only for audit or incident response, allowing flexibility for candidates nationwide.
What career progression paths exist for Trusted Advisors?
Typical trajectory: Security Analyst → Cloud Governance Specialist → Senior Consultant → Director of Security & Compliance → Chief Information Security Officer (CISO) or Chief Privacy Officer. Alternately, move into product security or AI ethics leadership within a SaaS company.
What industry trends are shaping the Trusted Advisor field?
Key trends: Zero‑trust architecture adoption, continuous compliance driven by AI‑based policy engines, cloud‑native security (CIS Benchmarks for containers), supply‑chain risk management, and sustainability compliance (ISO 14001, ESG reporting). These trends demand advisors who blend technical expertise with strategic business insight.

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