Vice President, Fiduciary

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 Boston, MA.

In this role, you’ll make an impact in the following ways:

• Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities.
• Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors.
• Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards.
• Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates.
• Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth.
• Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters.
• Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed.

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.
• 6+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships.
• Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable.
• Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors.
• Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities.
• JD, CTFA or CFP strongly preferred; additional professional designations are a plus.
• No direct reports; provides guidance and mentorship as needed.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

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.