BNY Mellon Careers

Senior Wealth Manager Fiduciary Specialist

Newport Beach, California; Los Angeles, California
Wealth Management

Job Description

The Senior Wealth Manager - Fiduciary Specialist serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. In this role, the Senior Wealth Manager - Fiduciary Specialist will have responsibility for managing and administering client relationships primarily comprised of trust accounts. S/he will need to interpret and understand trust instruments and related legal documents governing each relationship working with internal and external resources as necessary. S/he will meet with co-trustees and beneficiaries to ensure BNY Mellon, N.A. is adhering to the highest fiduciary standards. S/he will work with co-trustees to establish investment objectives, exercise fiduciary discretion and communicate appropriately with beneficiaries. In this role, the incumbent will be expected to assess, identify and address risk related to BNY Mellon s role as a fiduciary. The Senior Wealth Manager-Fiduciary Specialist will provide support to their local Wealth Managers and Wealth Directors with existing client relationships; collaborate on potential new opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Managers, and Private Bankers he/she will be responsible for developing current and future fee business and driving BNY Mellon Trustee and Executor appointments.


The incumbent will have an undergraduate degree or equivalent work experience with 8 plus years of experience in fiduciary administration, including fiduciary taxation, and have managed larger and more complex client relationships. The qualified candidate must be self motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key client prospects as well as executives from external referral networks. JD, CTFA, CFP strongly preferred. CFA a plus.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Newport Beach
Internal Jobcode: 33255
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1716213