Vice President, Fiduciary

BNY Mellon

Pittsburgh, PA, United States
On-site
Trustee duties interpretation
Risk management focus
Governing trust documents
Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee

Job Summary

  • Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee.
  • Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee.

Skills & Requirements

Must-have

  • Trustee duties interpretation
  • Risk management focus
  • Governing trust documents
  • Client and beneficiary interaction
  • Estate settlement knowledge
  • Charitable account administration

Nice-to-have

  • Cutting-edge AI and technologies
  • Transformative solutions
  • Inclusion champions
  • Bold ideas
  • Exceptional talent

Key Requirements

  • Bachelor's degree or equivalent experience
  • 6+ years fiduciary administration experience
  • Managed large client relationships
  • CTFA, CFP strongly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter