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-LjbffrSenior Fiduciary Strategy Leader in newport beach at Unknown Company
This position is listed as full time and onsite.