Senior Fiduciary Advisor for UHNW Wealth

BNY; Philadelphia (Philadelphia County); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Vision insurance

Paid time off

Volunteer time off

Job summary

BNY is seeking a Senior Specialist, Fiduciary Support in Philadelphia, PA to advance fiduciary matters for a Wealth Management team. You will coordinate client relationships, oversee trust duties, and identify opportunities for compliant, profitable growth.

The role requires 5+ years in fiduciary administration, strong risk and compliance knowledge, and excellent communication with families and advisors. CTFA/CFP preferred, with a focus on UHNW client service and complex estates.

Qualifications

• 5+ years of experience in fiduciary administration, including fiduciary taxation and administrative support for client relationships.
• Strong knowledge of fiduciary practices, policies, procedures, estate settlements, and probate administration.
• Excellent interpersonal, written, verbal, and presentation skills, with the ability to work directly with key client families and legal and tax advisors.
• Self-motivated, with the ability to manage client relationships, identify opportunities, and support organic growth goals.
• CTFA or CFP preferred.
• Strong understanding of risk management, compliance expectations, and client service in a fiduciary environment.

Responsibilities

• Administer and advise the Wealth Management team on fiduciary matters, including interpretation of governing trust documents and BNY’s duties as trustee.
• Coordinate the strategic plan for managing and growing existing client relationships, with a strong focus on risk management.
• Meet regularly with clients, co-trustees, beneficiaries, internal partners, and external advisors to ensure BNY adheres to the highest fiduciary standards.
• Assess, identify, and elevate or address risk-related issues while orchestrating administrative tasks with support from the Wealth Management team.
• Support complex accounts as needed and, in some cases, manage estate settlements and charitable accounts requiring specialized knowledge.
• Independently evaluate and pursue new business opportunities and client prospects to drive responsible, compliant, and profitable growth.
• Serve in a consultative role to UHNW and HNW clients, helping them achieve short- and long-term objectives through the firm’s solutions.
• Generate new revenue through self-sourced inflows, increased flows, future fee opportunities, and referrals from clients and centers of influence.
• Adhere to all policies, procedures, regulations, and assigned compliance tasks in a timely manner.
• Mentor and train less experienced team members; may provide oversight of client services in some regions.

Skills

Fiduciary administration

Risk management

Client relationship management

Communication skills

Regulatory compliance

Education

Bachelor’s degree or equivalent

CTFA or CFP preferred

Job description

BNY is seeking a Senior Specialist, Fiduciary Support in Philadelphia, PA to advance fiduciary matters for a Wealth Management team. You will coordinate client relationships, oversee trust duties, and identify opportunities for compliant, profitable growth.

The role requires 5+ years in fiduciary administration, strong risk and compliance knowledge, and excellent communication with families and advisors. CTFA/CFP preferred, with a focus on UHNW client service and complex estates.