Vice President, Fiduciary

Job description

The Fiduciary Specialist (FS) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the FS coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Will be expected to assess, identify and escalate/address risk-related issues. The Fiduciary Specialist will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required. Additionally, this role may be required to administer charitable accounts in which specific knowledge will be req...