BNY

BNY

Vice President, Fiduciary

Boston, MA, United States · Exec

Sponsorship not specifiedDetected 2 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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