Managing Director, Head of Advice Planning and Fiduciary

BNY Mellon; New York (NY); Hybrid; USD 136,000 - 450,000; Full time

Job summary

A leading global financial services company seeks a Managing Director to lead advice planning and fiduciary services. The role involves strategic leadership, client engagement, and team management, with a focus on compliance and business development. This position offers a hybrid work model based in New York City and is part of a diverse and innovative organization committed to employee wellbeing.

Qualifications

• Over 15 years of total work experience, including 3-5 years in management preferred.

Responsibilities

• Develop and execute the vision for advice planning and fiduciary services.
• Act as the primary contact for high-net-worth clients.
• Lead and mentor fiduciary officers and wealth strategists.

Skills

Leadership

Client Engagement

Compliance

Business Development

Risk Management

Education

Juris Doctor (JD)

Job description

Managing Director, Head of Advice Planning and Fiduciary Services

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Our 50,000+ employees worldwide bring diverse perspectives to create solutions that benefit businesses, communities, and individuals.

We are recognized as industry leaders, awarded for innovation and inclusivity. Our mission is to make money work for the world, exemplified by #LifeAtBNY.

We invite you to apply! Note that your resume may be considered for other roles within BNY by our Talent Acquisition Team.

Roles are based in New York City, NY, with a hybrid work model (4 days in-office).

Key Responsibilities:

1. Strategic Leadership: Develop and execute the vision for advice planning and fiduciary services, aligning with organizational goals.
2. Client Engagement: Act as the primary contact for high-net-worth clients, offering expert advice and fostering long-term relationships.
3. Team Management: Lead and mentor fiduciary officers and wealth strategists, promoting collaboration and high performance.
4. Compliance and Risk Management: Ensure fiduciary activities adhere to regulations and internal policies, managing risks effectively.
5. Business Development: Identify growth opportunities, develop proposals, and collaborate with marketing and sales teams.
6. Thought Leadership: Represent the company at industry events, positioning it as a leader in advice planning and fiduciary services.

Qualifications:

• Education: Juris Doctor (JD) or equivalent, with a strong background in wealth management, trust, and estate planning.
• Experience: Over 15 years of total work experience, including 3-5 years in management preferred.

Our Achievements:

• America's Most Innovative Companies, Fortune, 2024
• World's Most Admired Companies, Fortune, 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100%, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN, 100%, 2023-2024
• Most Just Companies, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performer, 2024
• Bloomberg's Gender Equality Index, 2023

Benefits and Compensation:

The salary range is $136,500 to $450,000 annually, determined based on experience and location. Compensation includes base salary, bonuses, incentives, and benefits. This position is at-will, with the right to modify compensation at any time.

BNY Mellon is an Equal Opportunity Employer committed to diversity and inclusion, supporting wellbeing and work-life balance through various policies and employee forums.