Senior Vice President, Fiduciary
BNY · Corona Del Mar, CA
$156k/yr (est.)Posted 7h agoAccounting & Finance
Position summary
The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the Principal coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Responsible for developing and expanding the fiduciary practice in coordination with the growth plan for the regional office. Must understand how to interpret governing trust docu…
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