Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
JobID: 80657
Category: Fiduciary
JobSchedule: Full time
Posted Date: 2026-09-29T19:50:02+00:00
JobShift: Day
Base Salary Min: 59000
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 Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
- Collaborate with a team of Advisors and Fiduciary Officers focused on the administration and service of Trusts, Foundations and high-net-worth client accounts
- Support senior officers in the management and administration of existing client relationships, as well as the analysis and adherence to the governing trust agreement, risk management and compliance
- Direct engagement with clients, co-trustees, beneficiaries, and external advisors to ensure BNY is meeting the highest fiduciary standards
- Administer new business opportunities, onboard client prospects, and support the responsible growth of the Fiduciary business
- Serve as a resource in the development and delivery of estate planning and financial advice to provide solutions aligned with clients' short- and long-term strategic objectives
- Support client service, KYC, records management, reporting and compliance activities in alignment with applicable policies and procedures
To be successful in this role, we're seeking the following:
- Bachelor's degree or equivalent combination of education and experience required
- 2-5 years of experience working with clients, trusts and/or estates, including fiduciary administration, taxation or the drafting/advisement of legal documents.
- Strong knowledge of fiduciary nomenclature and practices, trust administration, and client service principles
- Experience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environment
- Excellent organizational, interpersonal, written, verbal, and presentation skills
- Self-motivated with the ability to manage multiple priorities, identify risk, and follow through on assigned matters
- Continuous learning mindset, with the ability to gain knowledge of policies and procedures to progress within the role
- CTFA or CFP preferred
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FAQs About Senior Specialist, Fiduciary Jobs at The Bank of New York Mellon
What is the work location for this position at The Bank of New York Mellon?
This job at The Bank of New York Mellon is located in Pittsburgh, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Bank of New York Mellon?
Employer has not shared pay details for this role.
What employment applies to this position at The Bank of New York Mellon?
The Bank of New York Mellon lists this role as a Full-time position.
What experience level is required for this role at The Bank of New York Mellon?
The Bank of New York Mellon is looking for a candidate with "Senior-level" experience level.
What benefits are offered by The Bank of New York Mellon for this role?
The Bank of New York Mellon offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at The Bank of New York Mellon?
You can apply for this role at The Bank of New York Mellon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.