Job Details

Senior Vice President, Fiduciary

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role Senior Vice President, Fiduciary to join our Wealth Management team. This role location is located in Seattle WA, San Francisco CA, or Menlo Park CA.

In this role, you'll make an impact in the following ways:

• Administer and advise the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee.
• Coordinate the strategic plan for managing and growing existing client relationships, with a focus on risk management.
• Develop and expand the fiduciary practice in coordination with the regional office growth plan.
• Serve as a subject matter expert on fiduciary topics, including estate settlements, probate, and charitable account administration.
• Meet with clients, co-trustees, and beneficiaries to ensure adherence to the highest fiduciary standards.
• Assess, identify, escalate, and address risk-related issues.
• Orchestrate administrative tasks through support of the Wealth Management team.
• Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible, compliant, and profitable growth.
• Serve in a consultative role advising UHNW and HNW clients on strategic objectives through firm solutions.
• Demonstrate a business development mindset with annual self-sourced asset goals, leveraging client and center of influence relationships.
• Ensure compliance with all policies, procedures, and regulations, completing assigned compliance tasks timely.
• Mentor and train less-experienced team members and provide guidance to Relationship Managers as needed.

To be successful in this role, we're seeking the following:

• Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred or equivalent work experience.
• 10+ years of experience in fiduciary administration, including fiduciary taxation, managing larger and more complex client relationships.
• Strong interpersonal communication, presentation, written, and verbal communication skills.
• Self-motivated with the ability to work directly with key clients, prospects, and legal, tax, and insurance advisors.
• JD, CTFA, CFP strongly preferred; complimentary professional designations a plus.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $220,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.