What are the responsibilities and job description for the Vice President, Fiduciary I position at BNY External Career Site?
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Vice President, Fiduciary I to join our Wealth Management team. This role is located in Pittsburgh, PA - HYBRID.
In this role, you’ll make an impact in the following ways:
- As a Wealth Manager you will be a primary advisor and manage complex client relationships with dedicated, high performing support team. Responsibilities include, but are not limited to: Articulation of BNY Wealth Management’s Active Wealth framework and implementation of firm’s best investment thinking; adoption of BNY’s digital and client service tools (Wealth Online, Net Worth Statements, Advice Path, etc.); collaborating and leveraging expertise from other team members and BNY investment professionals to ensure that all firm capabilities are provided to our clients.
- Active Wealth Management and Client Service- Frequent proactive interaction with clients and their advisors, including virtual and phone meetings. Serve as clients’ primary point of contact to BNY and responsible for ensuring that all firm resources are provided to clients using the Active Wealth framework.
- Review accounts to ensure accounts are administered in accordance with the governing instrument and accepted fiduciary principles.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Additional industry designations and certifications are a plus (CFP, CFA, etc.).
- Must have experience in Fiduciary.
- 5 years of financial industry experience preferred, primarily managing complex client relationships. Demonstrable experience and network within client space and with advisors who support this level of sophisticated accounts.
- Experience working in a highly detail oriented and fast paced environment. Strong technological proficiency and adoption of firm’s digital tools is required.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
