Senior Vice President, Fiduciary Expert
2 hours ago
We are seeking a highly skilled and experienced Senior Vice President, Fiduciary to join our Wealth Management team at The Bank of New York Mellon. This role will be responsible for administering and advising the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee.
Key Responsibilities:- Coordinate the strategic plan for managing and growing existing client relationships, with a focus on risk management.
- Develop and expand the fiduciary practice in coordination with the growth plan for the regional office.
- Interpret governing trust documents particular to each relationship, and work with internal partners and external advisors.
- 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.
- Assess, identify, and escalate/address risk-related issues.
- Orchestrate the varied administrative tasks through the support of the Wealth Management team.
- May assist more Fiduciary staff on complex accounts to gain breadth/depth of knowledge.
- May be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required.
- May be required to administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts.
- 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.
- 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.
- 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.
- 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.
- 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.
- Bachelor'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.
The Bank of New York Mellon is a leading global financial services company that touches nearly 20% of the world's investible assets. Our culture empowers you to grow and succeed, and we are committed to creating an inclusive workplace where everyone can thrive.
We are proud to be recognized as one of the most innovative companies in the world, and we are committed to making a positive impact on our communities. If you are a motivated and experienced professional looking for a challenging and rewarding role, we encourage you to apply.
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