at The Bank of New York Mellon dba BNY Mellon in Greenville, Delaware, United States
Job Description
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We're seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Greenville, DE - Hybrid.
In this role, you'll make an impact in the following ways:
Be the trusted advisor to high-net-worth clients and families, regularly meeting & interacting with them, including in-person client meetings.
Help grow the Fiduciary business by deepening client relationships and meeting with prospects, their advisors and other centers of influence.
Evaluate new business opportunities and determine whether the new business is appropriately balanced with our firm's risk appetite.
Interpret governing trust documents, make discretionary decisions based on these interpretations and work with internal partners, clients and external advisors accordingly.
Administer trusts in an efficient and effective manner for our clients while maintaining proper controls and oversight with a focus on risk management.
Mentor junior fiduciary associates and analysts, helping them grow in their respective roles.
To be successful in this role, we're seeking the following:
Undergraduate degree or equivalent work experience
JD, CTFA, or CPA preferred, but not required
12+ years of experience in trust administration
Experience & knowledge in Delaware trust administration and trust law is strongly preferred
Experience in fiduciary taxation a plus
Experience in working with high-net-worth clients and their advisors
Self-motivated with strong interpersonal communication skills
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
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
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
