Senior Fiduciary Advisor, Wealth Management

BNY; New York (NY); On-site; USD 110,000 - 165,000; Full time

Job summary

BNY seeks a Senior Specialist, Fiduciary to join the Wealth Management team in NYC or Boston. You will administer fiduciary duties for client relationships, advise on trust provisions, and support risk-managed growth across UHNW clients.

You will meet with clients, co-trustees, beneficiaries, and advisors to ensure fiduciary standards are met and will coordinate across internal and external partners on complex matters.

Qualifications

• Bachelor’s degree or equivalent; advanced degree preferred.
• 2-5 years fiduciary administration experience.
• Strong knowledge of fiduciary practices, trust administration, and client servicing.
• Experience working with clients, legal/tax advisors, and internal partners.

Responsibilities

• Administer and advise the Wealth Management team on interpretation of key trust provisions and fiduciary duties for client relationships.
• Support management and growth of existing client relationships with focus on risk management and responsible business growth.
• Meet with clients, co-trustees, beneficiaries, and external advisors to ensure adherence to fiduciary standards.
• Assess and address risk-related issues while coordinating administrative activities across the Wealth Management team.
• Interpret governing trust documents and partner with internal teams and outside advisors for complex fiduciary relationships.
• May support estate settlement, probate administration, or charitable account administration.

Skills

Fiduciary administration

Client servicing

Risk management

Interpersonal skills

Communication

Education

Bachelor’s degree or equivalent

CTFA or CFP preferred

Job description

BNY seeks a Senior Specialist, Fiduciary to join the Wealth Management team in NYC or Boston. You will administer fiduciary duties for client relationships, advise on trust provisions, and support risk-managed growth across UHNW clients.

You will meet with clients, co-trustees, beneficiaries, and advisors to ensure fiduciary standards are met and will coordinate across internal and external partners on complex matters.