Senior Specialist, Fiduciary

Job description

We’re seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management Family Office 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 Family Office client accounts

Support senior Fiduciary 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, Family Office personnel and external advisors to ensure BNY is meeting the highest fiduciary standards as required by complex, multi-generational family relationships 

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

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.

Worksite address

pittsburgh, PA, 15219, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.