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Senior Fiduciary Strategy Leader
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-23
Listing for:
BNY Mellon
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
BNY Mellon seeks a Principal (Senior Fiduciary Specialist) to administer and advise the Wealth Management team on fiduciary provisions, focusing on risk management and growth of client relationships in Newport Beach.
You will interpret trust documents, coordinate with internal partners and external advisors, and meet with clients and beneficiaries to uphold high fiduciary standards while expanding the fiduciary practice for UHNW/HNW families.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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