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Director, Fiduciary

2 months ago

Miami, United States BNY Mellon Full time

Director, Fiduciary


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.


We're seeking a future team member for the role of Director, Fiduciary to join our Wealth Management team. This role can be located in Miami, Tampa, Naples, or Palm Beach, FL.


In this role, you'll make an impact in the following ways:


  • The individual administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee.
  • 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 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 individual will be expected to orchestrate the varied administrative tasks through the support of the Wealth Management team.
  • May assist less senior staff on complex accounts to gain breadth/depth of knowledge.
  • 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.
  • Full knowledge of policies and procedures are essential to the role. Must actively participate in advising on improving the approach around the development of the National Fiduciary practice.
  • The individual is responsible for administering and advising on the most complex regional relationships.
  • May also serve as Trust Administrative Committee ("TAC") chair or other leadership positions.
  • The individual 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 is responsible for generating new revenue by way of increased flows and future fees.
  • Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serves as clients' primary point of contact and is responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.
  • Subject matter expert on all fiduciary topics which impact 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.
  • Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and is 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.

To be successful in this role, we're seeking the following:


  • Bachelor's degree or the equivalent combination of education and experience is required.
  • 15+ years of total work experience preferred primarily managing larger, more sensitive client relationships.
  • 10+ years of experience in complex fiduciary administration, including fiduciary taxation, have managed larger and more complex client relationships and has significant experience working with internal and external advisors and partners.
  • 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.
  • Effective communication skills, substantial knowledge of fiduciary laws, and a working knowledge of best practices, to ensure delivery of a consistent and prudent fiduciary decision-making experience to WM clients.

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 - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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