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Senior Trustee Consultant — Trust & New Business Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-13
Listing for:
LPL Financial
Full Time
position Listed on 2026-07-13
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
The Private Trust Company, a wholly owned subsidiary of LPL Financial, seeks a Senior Trustee Consultant to deliver trustee services and drive onboarding for new business opportunities. You will support LPL Advisors and guide cases through the acceptance process, contributing to client satisfaction and repeat business.
Ideal candidates have extensive trustee services experience, strong communication skills, and a track record with high net worth clients, enabling efficient collaboration across
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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