BNY Mellon is seeking a Principal (Senior Fiduciary Specialist) to oversee fiduciary duties and advise the Wealth Management team, coordinating strategic plans to manage and grow client relationships with a strong emphasis on risk management.
The role requires interpreting governing trust documents for each client, meeting with clients and beneficiaries, and guiding complex accounts, including estates and charitable trusts, in a compliant and profitable manner.
#J-18808-LjbffrSenior Fiduciary Strategy Leader in newport beach at Unknown Company
This position is listed as full time and onsite.