Trustly jobs

Trust Officer Erie, PA PA0220 Erie - 8th & State Job Description The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries. Essential Functions • Comply with Trust policies and procedures • Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts • Assist with sett personal goals and targets • Review customer account transactions daily • Oversee / schedule client distributions / bill payments • Schedule client meets on periodic basis • Review financial / investment markets daily • Prepare / review customer documentation and agreements • Manage personal workload/workflow • Administer Trust relationships appropriately • Conduct regular investment review of portfolio with Investment Officer • Administer Guardianship accounts • Administer Custodian accounts • Assure appropriate management of IRA's and funds • Assure accurate / timely settlement of Estates • Respond to Employee Benefit inquiries appropriately • Develop a high community profile • Initiate and author client correspondence • Cultivate potential referrals from exist accounts • Analyze accurate customer needs • Recommend investment / trust alternatives • Perform presentations / meets with prospects • Finalize new agreements with customers • Coordinate and

Security Engineer - PreSales MA - Boston - Office, US - Remote - Massachusetts , US - Remote - New York Who is Tenable? Tenable® is the Exposure Management company. 44,000 organizations around the globe rely on Tenable to understand and reduce cyber risk. Our global employees support 65 percent of the Fortune 500, 45 percent of the Global 2000, and large government agencies. Come be part of our journey! What makes Tenable such a great place to work? Ask a member of our team and they'll answer, “Our people!” We work together to build and innovate best-in-class cybersecurity solutions for our customers; all while creating a culture of belonging, respect, and excellence where we can be our best selves. When you're part of our #OneTenable team, you can expect to partner with some of the most talented and passionate people in the industry, and have the support and resources you need to do work that truly matters. We deliver results that exceed expectations and we win together! Applicants must be authorized to work for any employer in the U.S. without sponsorship. We are unable to provide sponsorship for work visas of any kind at the time of hire, or at any point during employment. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, J-1, etc Your Role: Tenable is seeking an experienced Pre-Sales Engineer to own and drive the Business and Technical aspects of strategic Enterprise selling in your assigned region. You will be partnering with Enterprise

Trust Officer Sr 4 Locations Build long-term client relationships and enhances existing relationships through quality customer service, including anticipating client needs, clear communications, effective client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services. Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures. Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives. When appropriate, for accounts without an assigned Portfolio Manager, provides investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice. Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations. Other duties as assigned. Requirements MINIMUM: College degree 10 years of technical trust and planning experience Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: One advanced degree relative to financial & estate planning

Sr. Product Manager, Technical - Amazon Leo, Leo Trust and Privacy Bellevue, Washington, USA Amazon Leo is Amazon's low Earth orbit satellite network. Our mission is to deliver fast, reliable internet connectivity to customers beyond the reach of existing networks. From individual households to schools, hospitals, businesses, and government agencies, Amazon Leo will serve people and organizations operating in locations without reliable connectivity. The Trust & Privacy team is responsible for defining, maintaining, and raising the bar with respect to the trust and privacy of Leo customers in 100+ countries. As a horizontal team, we are accountable for trust and privacy outcomes while working cross-functionally both within Amazon Leo and across Amazon, including with Legal, PR, Public Policy, engineering, and business partners. We are looking for an experienced Sr. Product Manager, Technical who can drive technical product strategy for privacy and trust across Leo, navigate complex and novel customer trust scenarios independently, influence cross-functional stakeholders, and deliver innovative solutions that balance customer trust, user experience, and business objectives across our global customer base. Key job responsibilities In this role, you will work directly with customers, engineering teams, and operational stakeholders to define Amazon Leo service offerings via expertly crafted working backwards, business requirements documents which can easily be translated into product and engineering deliverables. This role requires the ability to work in a collaborative, analytical, and fast-paced environment and must be comfortable interacting with highly technical cross-functional teams. The candidate must have strong business judgment, dive deep into data, have

Trust Sales Advisor 2 Locations The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client relationships with Private Wealth's ultra-high net worth Trust market segment . The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more complex client relationships, in particular those requiring complex trust administration . This role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our most highly-complex and high-value client's Trust and Investment Management accounts. How you'll spend your time: You will s ource and develop high-net-worth client relationships through networking, referrals, and targeted outreach. You will s teer administration of Client's wealth and trust accounts by being trusted partner . You will l ead high performance service delivery to clients by coordinating team delivering services . You will m anage and expand high-profile client relationships . You will p rovide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives . You will l ead a proactive, high-touch communication plan for all clients . You will p rovide wealth management subject matter expertise . You will p articipate in and attend meetings and functions as assigned . You will c reate and lead presentations to external and internal COIs on estate

Privacy Industry Specialist, Operations Trust Nashville, Tennessee, USA At Amazon, we strive to be Earth's most customer-centric company. We work towards a single goal: to ensure the best experience for our customers. To do that, we empower our people to think like owners and solve problems right the first time. As a team, we are focused on continuously improving and setting new standards in global operations. You have to thrive in the type of environment that is constantly changing and growing. In the words of Jeff Bezos, “Many of the problems we face have no textbook solution, and so we happily invent new ones.” If you are excited about being an innovative leader and advocate for privacy solutions, then Amazon may be the place for you. The purpose of the Operations Trust Team is to manage privacy for the Operations (Ops) organization. Our focus is to ensure individuals are never surprised by what data we collect, process, and share and that we delight regulators with the quality, transparency, and accuracy of our privacy documentation. Everything we do is based on this focus. This leader acts as a privacy subject matter expert and works with business, legal, and technology stakeholders to ensure the accuracy, completeness, and transparency of privacy documentation. Key job responsibilities Identify, draft, and maintain Records of Processing (RoPs/ROPAs) and Data Protection Impact Assessments (DPIAs) Assist with managing the privacy documentation program at scale Automating and operationalizing privacy processes Analyzing and developing metrics to measure and improve the documentation

Corporate Trust Operations Specialist Wilmington, DE posted: Posted 30 Days Ago

Customer Trust Lead London, United Kingdom Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them. This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. . With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI. Our team is sharp, motivated, and deeply committed to Rogo's mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us. The Role Rogo is hiring a Customer Trust Lead to own our customer trust, security assurance, and compliance programs as we scale globally. You'll be the person who ensures that when our customers ask hard questions about our security posture, they get clear, accurate, and timely answers. This is a hands-on, high-ownership role. You'll spend a significant amount of your time directly engaging with customers. Leading security review calls, navigating due diligence processes, and building trusted relationships with enterprise security and risk teams. Alongside that, you'll be deep in security questionnaires, customer risk assessments, and due diligence reviews, while building the processes and documentation

Cybersecurity Manager - Zero Trust architectures Madrid, Spain posted: Posted 8 Days Ago

Surety Client Advisor ADDISON, Texas, United States of America Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive...

Senior Trust Officer - Private Bank Tampa posted: Posted 2 Days Ago

Band 3 – Therapy Assistant - Barts NHS Trust London

Enterprise Client Success Manager US - Bay Area About Us At Sully.ai , We're Building the Most Impactful Healthcare Company on Earth We believe that access to a great doctor is a basic human right. Today, that's not a reality. Delays, misdiagnoses, administrative chaos, and burnout plague the system. Our Mission One Human, One Doctor . We enable our customers to staff 30% of their workforce with AI by creating a shared agent architecture for scale and efficiency. All powered by our own patented, world-class models and deployed in real-world care. About the Role - You will own Sully's most strategic clients and be responsible for: - Building executive trust and strong client relationships - Ensuring clients realize value with demonstrable ROI - Owning expansion opportunities - You'll operate like a GM for your book of business: high judgment, high autonomy, high expectations. Key Responsibilities - Own the client relationship: build deep partnerships with C-suite, VPs, directors, and clinical leaders; run all client meetings, check-ins and QBRs. - Lead outcomes: define success metrics, build adoption plans, and ensure our clients win - Drive expansion: identify opportunities, ensure pilots are successful, demonstrate measurable ROI on the metrics our clients care about (e.g. hours saved, increased revenue, staff satisfaction). - Playbook building: Build the playbook for how we consult and support our highest value accounts - Be the voice of the client internally: translate real-world pain into roadmap priorities and ensure Sully ships what moves the needle for our clients Hard Requirements

Associate Trust Investment Officer 2 Locations posted: Posted 30+ Days Ago

Software Development Engineer II - Trust Decisioning Platform Seattle, Washington United States Job Description: At Remitly, we believe everyone deserves the freedom to access, move, and manage their money wherever life takes them. Since 2011, we've tirelessly delivered on our promise to customers sending money globally, providing secure, simple, and reliable ways to manage their money, ensuring true peace of mind. Whether it's supporting loved ones back home, growing a business across continents, or pursuing new opportunities abroad, we're not just here to move money- we're here to move our global customers forward. We're looking for builders, reimaginers, and global thinkers who want to work at the intersection of technology, trust, and transformation. If that's you and you're ready to do the most meaningful work of your career-we invite you to join over 2,800 passionate Remitlians worldwide who are united by our vision to transform lives with trusted financial services that transcend borders About the Role The Trust Decisioning Platform team builds real-time risk control plane that powers fraud and scam prevention across all of Remitly's product lines. Our systems give fraud operations teams and platform tenants the low-latency, explainable, and auditable decisioning tools they need to balance security with customer experience, from rule and policy execution to simulation capabilities, review tooling, and the feedback loops that continuously improve our risk controls. As a Software Development Engineer II on the team, you'll design and build backend services at the center of this decisioning ecosystem. You'll work across our control plane

Ex-Founder US - Bay Area About Us At Sully.ai , We're Building the Most Impactful Healthcare Company on Earth We believe that access to a great doctor is a basic human right. Today, that's not a reality. Delays, misdiagnoses, administrative chaos, and burnout plague the system. Our Mission One Human, One Doctor . We enable our customers to staff 30% of their workforce with AI by creating a shared agent architecture for scale and efficiency. All powered by our own patented, world-class models and deployed in real-world care. About the Role - This is a description of the type of person we are actively looking to bring into Sully.ai right now. If there is mutual fit, the first conversation is role-agnostic. We shape scope and ownership based on our highest-priority needs and your strengths, experience, and velocity. Key Responsibilities - Design scalable systems, playbooks, and processes that turn early traction into repeatable, metrics-driven execution. - Partner deeply with product and engineering to translate real customer pain into workflows, requirements, and product improvements. - Act as a technical thought partner, pressure-testing edge cases, shaping agent behavior, and holding AI output to clinical and operational quality bars. - Stay close to customers, especially clinicians, using feedback, data, and rapid iteration to continuously refine workflows. Hard Requirements - Founder or early founding-team experience scaling a SaaS or AI product from zero to meaningful revenue. - Strong technical fluency and judgment. You can reason about systems, constraints, and failure modes alongside engineers. - Proven

Associate Legal Counsel - Corporate Trust (Remote Hybrid) 26 Locations

Chief Of Staff - Office of the CTO Israel - Office - Tel Aviv Who is Tenable? Tenable® is the Exposure Management company. 44,000 organizations around the globe rely on Tenable to understand and reduce cyber risk. Our global employees support 65 percent of the Fortune 500, 45 percent of the Global 2000, and large government agencies. Come be part of our journey! What makes Tenable such a great place to work? Ask a member of our team and they'll answer, “Our people!” We work together to build and innovate best-in-class cybersecurity solutions for our customers; all while creating a culture of belonging, respect, and excellence where we can be our best selves. When you're part of our #OneTenable team, you can expect to partner with some of the most talented and passionate people in the industry, and have the support and resources you need to do work that truly matters. We deliver results that exceed expectations and we win together! Your Opportunity: The Office of the CTO (OCTO) is where Tenable's most forward-looking bets get made. We translate where the market is heading - agentic AI, post-quantum cryptography, AI-driven attacker tradecraft, the next wave of exposure management - into concrete initiatives that move our roadmap and our business. We are looking for a Chief of Staff to serve as the operating core of the OCTO: the person who gives the team its rhythm, gives the CTO leverage, and gives the rest of the company a clear line of sight

Pre-Sales Engineer US - Remote , US - Headquarters - Maryland - Columbia Who is Tenable? Tenable® is the Exposure Management company. 44,000 organizations around the globe rely on Tenable to understand and reduce cyber risk. Our global employees support 65 percent of the Fortune 500, 45 percent of the Global 2000, and large government agencies. Come be part of our journey! What makes Tenable such a great place to work? Ask a member of our team and they'll answer, “Our people!” We work together to build and innovate best-in-class cybersecurity solutions for our customers; all while creating a culture of belonging, respect, and excellence where we can be our best selves. When you're part of our #OneTenable team, you can expect to partner with some of the most talented and passionate people in the industry, and have the support and resources you need to do work that truly matters. We deliver results that exceed expectations and we win together! Applicants must be authorized to work for any employer in the U.S. without sponsorship. We are unable to provide sponsorship for work visas of any kind at the time of hire, or at any point during employment. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, J-1, etc Your Role: Tenable is seeking an Associate Pre-Sales Engineer to own and drive the Business and Technical aspects of strategic selling in your assigned region. You will be partnering with Commercial Territory Managers and a strong team of peers to

Corporate Trust Project Manager-Senior Kansas City MO

Salesforce Developer (Hybrid/Columbia MD) US - Headquarters - Maryland - Columbia Who is Tenable? Tenable® is the Exposure Management company. 44,000 organizations around the globe rely on Tenable to understand and reduce cyber risk. Our global employees support 65 percent of the Fortune 500, 45 percent of the Global 2000, and large government agencies. Come be part of our journey! What makes Tenable such a great place to work? Ask a member of our team and they'll answer, “Our people!” We work together to build and innovate best-in-class cybersecurity solutions for our customers; all while creating a culture of belonging, respect, and excellence where we can be our best selves. When you're part of our #OneTenable team, you can expect to partner with some of the most talented and passionate people in the industry, and have the support and resources you need to do work that truly matters. We deliver results that exceed expectations and we win together! Applicants must be authorized to work for any employer in the U.S. without sponsorship. We are unable to provide sponsorship for work visas of any kind at the time of hire, or at any point during employment. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, J-1, etc Your Role: Tenable is looking for a Salesforce Developer to join our Business Technology team. This is a technical role - you are a builder first. You will own the design, development, and delivery of complex Salesforce solutions that power our go-to-market

Operations Support Lead, Trust and Safety Compute Kirkland, WA, USA ****Use this template only when existing Area Templates don't apply. For one-off use cases, not ongoing roles. If you need to create a NEW template for your team submit a request at go/jdreview.**** Trust and Safety Compute emphasizes user experience, advocates for developer success through consistency and trust, and ensures the highest standards of safety across different form factors. The Design For Excellence (DFX) team, operating within the Trust and Safety Compute, is dedicated to establishing trust and minimizing friction for key developers in the ecosystem, while simultaneously mitigating potential user harm. Partnering with cross-functional teams, we facilitate user adoption by resolving fundamental publishing delays, decreasing dependency on manual reviews, and eliminating unpredictable rejection cycles that impede scalability and adversely affect both user and developer satisfaction. Our objective is to provide a seamless publishing experience for all developers integrating new form factors. As an Operations Support Lead, you will use your strong operational experience, including managing operations within a team, to drive efficiency and effectiveness. You will participate in the incubation and scaling of new processes while maintaining a focus on quality for our operations team. You will collaborate with internal cross-functional partners to contribute to process improvements based on operational insights. Individual pay is determined by factors including job-related skills, experience, and relevant education or training. US: $141000 - $206000 (USD) + 15% bonus target + bonus + equity + benefits Learn more about benefits at Google . Lead

Analyst, Privacy Risk Manila, Philippines posted: Posted 29 Days Ago

Financial Advisor – Thumb Bank and Trust 4 Locations posted: Posted 30+ Days Ago