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Senior Specialist, Fiduciary

BNY Mellon

Senior Specialist, Fiduciary

full-timePosted: Jul 20, 2026Updated: Aug 29, 2026New York, NY, United States

Job Description

We’re seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management team. This role is located in NYC or Boston. In this role, you’ll make an impact in the following ways:Administer and advise the Wealth Management team on interpretation of key trust provisions and fiduciary duties for client relationshipsSupport the management and growth of existing client relationships with a strong focus on risk management and responsible business growthMeet with clients, co-trustees, beneficiaries, and external advisors to ensure BNY is adhering to the highest fiduciary standardsAssess, identify, escalate, and help address risk-related issues while coordinating administrative activities across the Wealth Management teamInterpret governing trust documents and partner with internal teams and outside advisors to support complex fiduciary relationshipsMay support estate settlement and probate administration, or charitable account administration, depending on the assignmentIndependently evaluate new business opportunities and client prospects, generate referrals, and help drive new revenue through increased flows and future feesServe as a consultative resource to UHNW and HNW clients on solutions aligned to their short- and long-term strategic objectivesSupport client service, fiduciary administration, business development, and compliance activities in alignment with applicable policies and proceduresMentor and train less experienced team members; may provide oversight of client services in some regions To be successful in this role, we’re seeking the following:Bachelor’s degree or equivalent combination of education and experience required; advanced degree preferred2-5 years of experience in fiduciary administration, including fiduciary taxation and administrative support for client relationshipsStrong knowledge of fiduciary practices, trust administration, and client servicing principlesExperience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environmentExcellent interpersonal, written, verbal, and presentation skillsSelf-motivated with the ability to manage multiple priorities, identify risk, and follow through on assigned mattersCTFA or CFP preferredContinuous learning mindset, with the ability to gain knowledge of policies and procedures to progress toward the Specialist role

Locations

  • New York, NY, United States
  • Boston, MA, United States

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