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Senior Specialist, Fiduciary

BNY · Philadelphia, PA · Wealth Management

Employment type

Full-time

Work setting

On-site

Location

Philadelphia, PA

Schedule

Day shift

Posted

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Job overview

The Senior Specialist, Fiduciary is an onsite role based in Philadelphia, PA. Compensation is not specified in the listing. This role supports the Wealth Management team at BNY. This position exists to administer and advise on fiduciary matters, manage client relationships, and ensure adherence to fiduciary standards, contributing to the firm's goal of providing transformative financial solutions.

What you'll do

  • Administer fiduciary matters, manage client relationships, assess and address risk, support complex accounts, pursue new business opportunities, and mentor team members.

What we're looking for

Skills & competencies
full-time
day shift
philadelphia pa
fiduciary
wealth management
bny
risk management
client relations
finance
senior specialist
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Not specified.

Why this role

Focus on UHNW and HNW client service and risk management.

About the employer

BNY is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.

Additional details

Industry sector
52
Industry
Trust, Fiduciary, and Custody Activities
Occupation code
13-2051.00
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