We’re seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Philadelphia, PA.
In this role, you’ll make an impact in the following ways:
- Administer and advise on the interpretation of key provisions and duties of BNY as trustee, ensuring adherence to the highest fiduciary standards for multi-generational families.
- Coordinate strategic plans to manage and grow existing client relationships with a strong focus on risk management and compliance.
- Interpret governing trust documents and collaborate with internal partners and external advisors, including clients, co-trustees, and beneficiaries.
- Evaluate and pursue new business opportunities, providing consultative advice to UHNW and HNW clients to achieve their strategic objectives through the firm’s solutions.
- Oversee fiduciary administration tasks, including discretionary and non-discretionary request approvals, account maintenance, and charitable account management.
- Identify, assess, escalate, and address risk-related issues promptly to protect client interests and the firm’s reputation.
- Serve as a subject matter expert on fiduciary topics, policies, and procedures, supporting the Wealth Management team and mentoring less-experienced colleagues.
- Drive business development by leveraging client and center of influence relationships to generate self-sourced asset inflows and future fee appointments.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
- Minimum of 6 years’ experience in fiduciary administration, including fiduciary taxation, with a proven track record managing large client relationships.
- Strong self-motivation with excellent interpersonal, presentation, written, and verbal communication skills to effectively engage clients, prospects, and professional advisors.
- Professional certifications such as CTFA or CFP strongly preferred; additional complementary designations are a plus.
- Demonstrated ability to adhere to all policies, procedures, and regulatory requirements with timely completion of compliance tasks.
- Experience mentoring and training team members; no direct reports but provides guidance to Lead Analysts as needed.
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.
BNY assesses market data to ensure a competitive compensation package for our employees. The 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. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Skills Required
- Bachelor's degree or equivalent education and experience
- 6+ years of experience in fiduciary administration and managing large client relationships
- Strong interpersonal, communication, and presentation skills
- CTFA or CFP certification strongly preferred
BNY Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.
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Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
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Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
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Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.
BNY Insights
What We Do
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.
