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 Philadelphia, PA.
In this role, you'll make an impact in the following ways:
- Administer and advise on the interpretation of key provisions and duties of BNY as trustee, ensuring adherence to the highest fiduciary standards for multi-generational families.
- Coordinate strategic plans to manage and grow existing client relationships with a strong focus on risk management and compliance.
- Interpret governing trust documents and collaborate with internal partners and external advisors, including clients, co-trustees, and beneficiaries.
- Evaluate and pursue new business opportunities, providing consultative advice to UHNW and HNW clients to achieve their strategic objectives through the firm's solutions.
- Oversee fiduciary administration tasks, including discretionary and non-discretionary ...