Current jobs related to Senior Vice President, Fiduciary - Miami, Florida - BNY Mellon
-
Senior Vice President of Product Development
2 days ago
Miami, Florida, United States Appgate Full timeSenior Vice President of ProductThe Senior Vice President of Product is a critical leadership role responsible for formulating and executing the company's product strategy. This includes managing the product team, establishing policies, and overseeing the day-to-day product roadmap.Key ResponsibilitiesDefine and lead the execution of the product strategy,...
-
Miami, Florida, United States Selby Jennings Full timeJob OverviewSenior Vice President of Real Estate Asset ManagementA prominent and well-established real estate investment firm is seeking a Senior Vice President of Real Estate Asset Management to enhance their dynamic team. This role is pivotal in overseeing the firm's multifamily asset portfolio across the Southeast, presenting a remarkable opportunity to...
-
Senior Vice President of Operations
4 weeks ago
North Miami Beach, Florida, United States JE CAPITAL LLC Full timePosition: Senior Vice President of Operations at JE Capital LLC Location: Deland, Florida Job Overview: As the Senior Vice President of Operations, you will play a pivotal role in steering the financial and operational strategies of the organization. Your responsibilities will include: 1. Overseeing and coordinating the financial and budgetary activities to...
-
Senior Vice President of Brand Strategy
4 weeks ago
Miami, Florida, United States UX Hires Full timeJob OverviewPosition: Vice President / Senior Vice President of MarketingLocation: Miami, FL (Relocation offered, Hybrid option available)Role Summary:Our client is in search of a VP/SVP of Marketing with a wealth of experience in developing intellectual property brands, particularly within the toy sector. The perfect candidate will have a history with...
-
Sales Vice President
5 days ago
Miami, Florida, United States Jobot Full timeJob Title: Vice President of SalesJobot is seeking a seasoned sales professional to join our executive leadership team as Vice President of Sales. As a key member of our team, you will be responsible for developing and executing innovative sales strategies that drive revenue growth and establish strong client relationships.Responsibilities:Develop and...
-
Miami, Florida, United States Discovery Senior Living Full timeJob Title: Assistant Vice President of Corporate and Investor CommunicationsAbout the RoleDiscovery Senior Living is seeking an experienced Assistant Vice President of Corporate and Investor Communications to lead all aspects of external and internal communications and investor communications. This role will play a critical part in supporting the...
-
Executive Vice President of Marketing Operations
4 weeks ago
Miami, Florida, United States UX Hires Full timeJob OverviewPosition: Vice President / Senior Vice President of MarketingLocation: Miami, FL (Relocation assistance available, Hybrid work model)Role Summary:UX Hires is on the lookout for a VP/SVP of Marketing with a wealth of experience in establishing intellectual property brands, particularly within the toy sector. The perfect candidate will have a...
-
Vice President of Operations
4 days ago
Miami, Florida, United States Compass Group Careers Full timeJob SummaryCompass Group Careers is seeking an experienced and strategic Vice President of Operations to oversee business operations across multiple markets, ensuring efficiency, client satisfaction, and strong financial performance. Reporting to the President, this role is crucial in managing resources, driving results, and leading high-performing teams in...
-
Miami, Florida, United States Hueman PE Talent Solutions Full timePosition OverviewHueman PE Talent Solutions is seeking a dedicated and results-driven Senior Vice President of Sales for the Aesthetic Devices sector.This role is pivotal in spearheading the expansion efforts across the United States, particularly focusing on the East Coast. The selected candidate will be responsible for crafting and implementing a robust...
-
Senior Vice President of Property Management
4 weeks ago
Miami, Florida, United States Selby Jennings Full timeJob OverviewSenior Vice President of Property Management:Our client is actively seeking a dedicated professional to lead the Asset Management division, focusing on a diverse portfolio that includes multifamily and student housing properties. This esteemed organization is poised for growth and is in search of a candidate who excels in dynamic environments.Key...
-
Miami, Florida, United States NBCUniversal Full timeJob Title: Vice President, Distribution PartnershipsAt NBCUniversal, we are seeking a highly skilled and experienced professional to join our team as Vice President, Distribution Partnerships. This role will be instrumental in expanding our Universal+ platform in Latin America by forging strategic partnerships with non-Pay TV entities and driving...
-
Miami, Florida, United States NBCUniversal Full timeJob Title: Vice President, CastingAt NBCUniversal, we're committed to creating world-class content that resonates with diverse audiences. As Vice President, Casting, you'll play a critical role in shaping the future of our unscripted productions.About the RoleThis is a leadership position that requires a seasoned casting expert with a deep understanding of...
-
Senior Vice President of Culinary Operations
3 weeks ago
Miami, Florida, United States ENNISMORE Full timePosition OverviewWe are seeking a Senior Vice President of Culinary Operations to oversee our food and beverage initiatives across the Americas at Ennismore. This pivotal role will entail managing our current food and beverage offerings while spearheading new projects in the region.Based in a key location within the Americas, the ideal candidate will possess...
-
Division Vice President
5 days ago
Miami, Florida, United States Gastro Health Full timeDivision Vice President OpportunityGastro Health is seeking a seasoned leader to join our team as a Division Vice President. This role offers a unique blend of operational leadership, strategic growth, and clinical excellence.Key Responsibilities:Provide oversight and guidance to care centers and operations teams, ensuring seamless execution of divisional...
-
Division Vice President
2 weeks ago
Miami, Florida, United States Gastro Health Full time{"title": "Division Vice President", "description": "Gastro Health is seeking a highly skilled Division Vice President to lead our operations and drive strategic growth.Gastro Health is a leading gastroenterology multi-specialty group with over 130+ locations throughout the United States. We are committed to providing outstanding medical care and an...
-
Senior Vice President of Culinary Operations
3 weeks ago
Miami, Florida, United States ENNISMORE Full timePosition OverviewWe are seeking a Senior Vice President of Culinary Operations to oversee our extensive food and beverage initiatives across the Americas at Ennismore. This pivotal role will be responsible for managing our current food and beverage establishments while spearheading new projects in the region.Based in a major city within the Americas, the...
-
Senior Vice President of Culinary Operations
3 weeks ago
Miami, Florida, United States ENNISMORE Full timePosition OverviewWe are seeking a Senior Vice President of Culinary Operations to lead our food and beverage initiatives across the Americas at Ennismore. This pivotal role will encompass the management of our current food and beverage establishments as well as spearheading new ventures in the region.Located in a major city within the Americas, the ideal...
-
Vice President of Net Lease Operations
4 weeks ago
North Miami Beach, Florida, United States Tandym Health Full timeA prominent services organization is actively seeking a seasoned expert to join their team as the new Vice President of Net Lease Operations. In this pivotal role, the Vice President will be tasked with expanding and enhancing the net lease division, taking full accountability for all operational functions, including the management of the segment's profit...
-
Division Vice President
2 weeks ago
Miami, Florida, United States Gastro Health Full time{"title": "Division Vice President", "description": "Gastro Health is seeking a highly skilled Division Vice President to lead our team in delivering exceptional patient care and driving business growth.The successful candidate will provide strategic leadership and oversight to our care centers and operations teams, ensuring seamless execution of our...
-
Executive Vice President of Operations
4 weeks ago
Miami Beach, Florida, United States Elanden Consulting Full timeDrive Our Vision Forward: Executive Vice President of OperationsAre you an inspiring leader with extensive experience in managing operations within the commercial real estate sector? Do you excel in a fast-paced environment where your strategic insight can guide a company towards its ambitious objectives?Elanden Consulting is in search of a highly...
Senior Vice President, Fiduciary
4 months ago
The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the Principal coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Responsible for developing and expanding the fiduciary practice in coordination with the growth plan for the regional office.
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 Principal will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more Fiduciary staff 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 required pertaining to the policies and procedures of those accounts. The Principal independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. Client service: Frequent and regular/scheduled interaction with clients, including in-person client meetings.
Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities.
Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. Business development: Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. Work with teams on opportunities sourced by other functional team members.
Risk and Compliance: Expected to adhere to all policies, procedures and regulations. Timely completion of all assigned compliance tasks is required. Training, development, and mentoring: Continuous learning is expected.
Serves as a role-model, and mentors and trains less-experienced team members. No direct reports; provides guidance to less experienced Relationship Managers as needed. Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice.
MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTSBachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred or equivalent work experience. 10+ years of experience in fiduciary administration, including fiduciary taxation, and have managed larger and more complex client relationships.
The qualified candidate must be self motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. JD, CTFA, CFP strongly preferred. Complimentary professional designations a plus.
. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.
We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
