Senior Specialist, Fiduciary

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

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, 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.

Job Description

We’re seeking a future team member for the role of Senior Specialist, Fiduciary Supportto join our Wealth Management team. This role is located in Philadelphia, PA.

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

• 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.

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

• Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
• 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, as applicable to the role.
• 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.
• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

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 expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

• Locations 1735 Market Street, Philadelphia, PA, 19103, US