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About the Role

Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee 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. Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth. Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters. Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed.

Responsibilities

Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee 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.
Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth.
Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters.
Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed.

Requirements

Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
6+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships.
Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable.
Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors.
Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities.
No direct reports; provides guidance and mentorship as needed.

Skills

Fiduciary administration
Fiduciary taxation
Client relationship management
Risk management
Trust document interpretation
Compliance risk identification and escalation
Fiduciary standards adherence
Discretionary and non-discretionary approvals
Account maintenance
Proxy and statement reporting
Business development
Client service
Estate settlements
Charitable account administration
Interpersonal skills
Written communication skills
Verbal communication skills
Presentation skills

Location

New York, NY

Work Type

Full-time

Experience Level

6+ years of experience
Senior level

Education Level

Bachelor's degree or equivalent
Advanced or graduate degree preferred
JD, CTFA or CFP strongly preferred

Salary/Compensations

Expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.

Benefits

Highly competitive compensation
Benefits and wellbeing programs
Access to flexible global resources and tools
Focus on health
Personal resilience support
Financial goal support
Generous paid leaves
Paid volunteer time
401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans
Various paid time off benefits, such as vacation and sick time

About the Company

BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets.
Our culture allows us to run our company better and enables employees’ growth and success.
Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent.
We power the future of finance.
Check out the latest BNY news at BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] & BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all]
Awards include: America’s Most Innovative Companies, Fortune, 2025; World’s Most Admired Companies, Fortune 2025; “Most Just Companies”, Just Capital and CNBC, 2025.

Equal Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.