BNY External Career Site
Vice President, Fiduciary
Boston, MA, United States · Exec
Sponsorship not specifiedDetected 3 days ago
About the role
- We're seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team.
Responsibilities
- Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors.
- Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards.
- Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates.
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