Job DescriptionWe're seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
- Collaborate with a team of Advisors and Fiduciary Officers focused on the administration and service of Trusts, Foundations and high-net-worth client accounts
- Support senior officers in the management and administration of existing client relationships, as well as the analysis and adherence to the governing trust agreement, risk management and compliance
- Direct engagement with clients, co-trustees, beneficiaries, and external advisors to ensure BNY is meeting the highest fiduciary standards
- Administer new business opportunities, onboard client prospects, and support the responsible growth of the Fiduciary business
- Serve as a resource in the development and delivery of estate planning and financial advice to provide solutions aligned with clients' short- and long-term strategic objectives
- Support client service, KYC, records management, reporting and compliance activities in alignment with applicable policies and procedures
To be successful in this role, we're seeking the following:
- Bachelor's degree or equivalent combination of education and experience required
- 2-5 years of experience working with clients, trusts and/or estates, including fiduciary administration, taxation or the drafting/advisement of legal documents.
- Strong knowledge of fiduciary nomenclature and practices, trust administration, and client service principles
- Experience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environment
- Excellent organizational, interpersonal, written, verbal, and presentation skills
- Self-motivated with the ability to manage multiple priorities, identify risk, and follow through on assigned matters
- Continuous learning mindset, with the ability to gain knowledge of policies and procedures to progress within the role
- CTFA or CFP preferred
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 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.
