Senior Specialist, Fiduciary

BNY is seeking a Senior Specialist, Fiduciary to oversee complex fiduciary, trust, and estate accounts within our global wealth platform. This role administers accounts in accordance with governing documents, fiduciary standards, and regulatory requirements, partnering with investment, legal, tax, and operations teams. You will review distributions and investment actions for prudence, document decisions, and identify and mitigate risk. The position offers exposure to sophisticated clients and products, strong career mobility, and a culture focused on integrity, DEI, learning, and collaboration.

Responsibilities

• Administer and monitor complex fiduciary, trust, and estate accounts in line with governing documents and policies.
• Review investment and distribution decisions for fiduciary compliance and prudent risk management.
• Interpret trust documents, wills, and related legal instruments to ensure accurate implementation.
• Collaborate with portfolio managers, legal, tax, and operations teams on account strategy and issue resolution.
• Identify and escalate fiduciary, operational, and regulatory risks; support audits and control testing.
• Prepare and review account reviews, reports, and documentation for internal and client use.
• Serve as a subject matter resource to internal partners on fiduciary standards and best practices.
• Support continuous process improvement and contribute to policy, procedure, and control enhancements.

Required Skills

• Fiduciary account administration
• Trust and estate management
• Investment governance
• Risk assessment and mitigation
• Regulatory compliance (ERISA, OCC, SEC)
• Review of trust and investment documents
• Financial analysis and reporting
• Client relationship management
• Internal controls and audit support
• Use of trust/portfolio management systems