Managing Director, Head of Advice Planning and Fiduciary

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

Job summary

A leading global financial services company is seeking a Managing Director, Head of Advice Planning and Fiduciary. This executive role involves strategic leadership, client management, and compliance oversight within a hybrid work model. Candidates should possess a Juris Doctor degree and extensive experience in wealth management.

Qualifications

• Strong background in wealth management, trust, and estate planning.
• 15+ years of total work experience, with at least 3-5 years in management preferred.

Responsibilities

• Lead and oversee the strategic direction and execution of advice planning and fiduciary services.
• Serve as the primary contact for high-net-worth clients, providing expert advice.
• Ensure fiduciary activities comply with regulations and internal policies.

Skills

Leadership

Client Relationship Management

Strategic Planning

Risk Management

Education

Juris Doctor (JD)

Job description

Managing Director, Head of Advice Planning and Fiduciary

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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, we touch nearly 20% of the world’s investible assets. With over 50,000 employees worldwide, we bring diverse perspectives to create innovative solutions for our clients, benefiting businesses, communities, and individuals.

We are recognized as a top innovator and an inclusive workplace. Our mission is to make money work for the world through our ideas and talents.

We invite you to apply! Our Talent Acquisition team may review your resume for other roles within BNY.

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

You’ll Make An Impact In The Following Ways

• Lead and oversee the strategic direction, management, and execution of advice planning and fiduciary services.
• Develop and implement strategic vision, aligning with organizational goals.
• Serve as the primary contact for high-net-worth clients, providing expert advice and building long-term relationships.
• Lead and mentor a team of fiduciary officers and wealth strategists, fostering a collaborative culture.
• Ensure fiduciary activities comply with regulations and internal policies, managing risks.
• Drive business growth through new opportunities, proposals, and collaboration with marketing and sales teams.
• Represent the organization at industry events, establishing thought leadership.

Qualifications

• Juris Doctor (JD) or equivalent degree, with a strong background in wealth management, trust, and estate planning.
• 15+ years of total work experience, with at least 3-5 years in management preferred.

Our Awards and Recognition

• 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, 2023-2024
• Most Just Companies, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top for Sustainability, 2024
• Bloomberg’s Gender Equality Index, 2023

Compensation and Benefits

The base salary ranges from $136,500 to $450,000 annually, determined based on experience and location. The total compensation may include bonuses, incentives, and benefits. This position is at-will, and salary can be modified at any time.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer, committed to diversity and inclusion. We support wellbeing and work-life balance with family-friendly policies.

About Us

With over 230 years of history, BNY Mellon is a leader in finance, managing nearly one-fifth of the world’s financial assets. We serve clients globally, providing comprehensive financial services and solutions.

About The Team

BNY Mellon Wealth Management helps individuals, families, and institutions with their wealth and investment planning, offering tailored strategies backed by centuries of experience.

Additional Details

Senior Level: Executive

Employment Type: Full-time

Job Function: Business Development and Sales