BNY

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is located in Philadelphia, PA. In this role, you'll make an impact in the following ways: Advise a broad range of High Net Worth and Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business succession strategies Work with more complex clients and their attorneys and accountants to implement estate plans and to mitigate tax risk. Work with broader wealth management team to prospect new clients and support existing clients with wealth planning needs. Work closely with fiduciaries on complex trust structuring and planning. Represent BNY Wealth through active involvement in wealth planning industry and contribute to thought leadership on wealth planning, including industry conferences and COI outreach efforts. Provide guidance to less experienced team members as needed. To be successful in this role, we're seeking the following: Bachelor's degree, J.D. law, accounting, tax degree, or the equivalent combination of education and experience is required. 7-10 years of total professional experience in estate and tax planning with at least 6 years in private legal practice and/or wealth management experience. Excellent communication skills. No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

We're seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Collaborate with a team of Advisors and Fiduciary Officers focused on the administration and service of Trusts, Foundations and high-net-worth client accounts Support senior officers in the management and administration of existing client relationships, as well as the analysis and adherence to the governing trust agreement, risk management and compliance Direct engagement with clients, co-trustees, beneficiaries, and external advisors to ensure BNY is meeting the highest fiduciary standards Administer new business opportunities, onboard client prospects, and support the responsible growth of the Fiduciary business Serve as a resource in the development and delivery of estate planning and financial advice to provide solutions aligned with clients' short- and long-term strategic objectives Support client service, KYC, records management, reporting and compliance activities in alignment with applicable policies and procedures To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and experience required 2-5 years of experience working with clients, trusts and/or estates, including fiduciary administration, taxation or the drafting/advisement of legal documents. Strong knowledge of fiduciary nomenclature and practices, trust administration, and client service principles Experience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environment Excellent organizational, interpersonal, written, verbal, and presentation skills Self-motivated with the ability to manage multiple priorities, identify risk, and follow through on assigned matters Continuous learning mindset, with the ability to gain knowledge of policies and procedures to progress within the role CTFA or CFP preferred At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Senior Specialist, Client Coverage to join our Wealth Management team. This role is located in Berkeley Heights, NJ. In this role, you'll make an impact in the following ways: Your client-facing title will be Associate Wealth Advisor and it will be understood you are the primary support for the lead Wealth Advisor. You will manage a portfolio of existing client relationships, focusing on both client service and revenue growth through deepening and expanding relationships. You will develop an understanding of existing client needs and coordinate the delivery of tailored solutions aligned with the firm's value proposition across verticals in planning, banking, fiduciary and more. You will partner with Portfolio Managers/Associate Portfolio Managers to ensure the broader financial plan remains aligned with the investment strategy. You will prepare for, coordinate and participate in client meetings and touch points and ensure the recording of same in our CRM system. You will generate and maintain net worth statements, cash flow analyses, and client family trees. You will lead the administrative and compliance aspects of relationships and coordinate with client service specialists to open, fund, and maintain accounts, apply appropriate fee schedules, gather and affirm KYC information, and move money and assets, as necessary. You will prepare for and participate in prospect and Centers of Influence (COI) meetings led by the lead Wealth Advisor. You will be responsible for ongoing maintenance of information logged in CRM as it pertains to client interests and client contact information to ensure they are considered for all appropriate events and entertainment opportunities. Additionally, as our Berkeley Heights location is a smaller regional office, the successful candidate will perform certain office manager duties, as well, including vendor management, guest access, supply ordering, conference room reservations, catering, team calendar management and more, as needed. To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and experience; advanced/graduate degree preferred. 2-4 years of relevant work experience, preferably in financial services with direct exposure to clients. Prior experience in customer-facing roles such as Sales Support, Banking, or Product Management is preferred. Prior completion of the SIE, Series 7, and Series 66 is preferred. Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region. Bi-lingual capabilities and cultural awareness are a plus to build client trust in a global environment. At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.

BNY is seeking a high-impact, strategic leader for the role of Vice President, GP&T Go-to-Market Commercialization . As part of the Commercial organization individual will play a critical role in shaping how Global Payments & Trade solutions are brought to market for our Commercial Sales and Client Service teams to adopt and position for commercial success. Working closely with Product, Sales, Service and cross-functional partners, this person will help translate product innovation into actionable commercialization strategies that prepare our client facing teams, strengthen market readiness, and drive business growth. This is an ideal opportunity for a commercially minded professional who thrives at the intersection of strategy, execution, and innovation. The successful candidate will be highly collaborative, intellectually curious, and adept at connecting the dots across a diverse portfolio of Global Payments & Trade capabilities. They will bring a strong ability to solve complex problems, navigate ambiguity, and build structured plans that help turn product priorities into meaningful commercial outcomes. In this role, you'll make an impact in the following ways: Partner closely with Product and key stakeholders across the Global Payments & Trade organization to design and execute go-to-market and commercialization plans for new and evolving solutions Connect priorities across a broad range of Global Payments & Trade products and capabilities to create cohesive commercialization strategies that support client and business needs Lead cross-functional readiness efforts to ensure Sales, Service, and Onboarding teams are equipped to successfully support product launches and migrations Support launch execution through disciplined project management, strong stakeholder coordination, and clearly defined success metrics Develop strategic messaging, communications, and training plans that support effective internal alignment and external positioning Create and refine commercialization materials, including product messaging, sales collateral, storytelling, and presentations Conduct market, competitor, and internal research to identify opportunities, inform strategy, and enhance go-to-market effectiveness Leverage AI-enabled tools and research capabilities to accelerate insights, improve efficiency, and enhance decision-making Apply strategic thinking and sound judgment to solve problems, manage competing priorities, and advance high-impact initiatives To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience required; advanced/graduate degree preferred 7-10 years of relevant work experience preferred Experience in commercialization, go-to-market strategy, product management, marketing, or strategic business execution within financial services Strong knowledge of Global Payments & Trade , payments, transaction banking, or related product domains preferred Proven ability to work effectively across Product and cross-functional stakeholder groups in a complex, matrixed environment Strong project management skills with the ability to lead multiple initiatives and drive execution with discipline Excellent written, verbal, and presentation skills, with the ability to tailor messaging for different audiences Strategic thinker with the ability to synthesize information across a wide range of solutions and translate complexity into actionable plans Strong problem-solving skills, including the ability to identify opportunities, address gaps, and recommend practical solutions Demonstrated ability to use AI tools and research capabilities to improve productivity, generate insights, and enhance work quality Strong proficiency in Microsoft Office products, including presentation development and data analysis At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships. This role supports a seamless client experience across deposit and lending products through strong operational execution, relationship support, and risk management. The PBA manages the onboarding process from client intake through account opening, funding, and documentation completion. In partnership with clients, bankers, KYC teams, underwriting, and operations, the PBA ensures all requirements are completed accurately, efficiently, and in accordance with bank policy. This role is located in Boston, MA. Key Responsibilities: Support Private Bankers in the acquisition, onboarding, and expansion of client relationships. Participate in client meetings, coordinate follow-up activities, and assist with pipeline progression through funding. Own the onboarding process for new banking and lending relationships. Gather and validate client information required for account opening and regulatory review. Complete and coordinate KYC, AML, CIP, beneficial ownership, and related due diligence requirements. Manage onboarding timelines, documentation, approvals, and exception resolution. Support onboarding and maintenance for deposit products, including checking, savings, money market, CDs, cash management accounts, and complex ownership structures. Support onboarding for private banking lending products, including investment credit lines, securities-based lending, residential lending, and other credit solutions. Partner with bankers, underwriters, credit teams, KYC, and operations to ensure timely and accurate execution. Ensure all activities comply with regulatory and internal policy requirements. Identify and escalate operational, compliance, documentation, and fraud risks. Serve as a subject matter resource for onboarding requirements and complex account structures, including trusts, estates, LLCs, family partnerships, businesses, and family office relationships. To be successful in the role, we are seeking the following: 10+ years of total work experience in an operational and/or client services field is preferred. Experience supporting client onboarding, account opening, or relationship management within private banking, wealth management, or financial services. Knowledge of KYC, AML, CIP, beneficial ownership, and related onboarding requirements. Familiarity with deposit products, lending processes, and client documentation requirements. Experience handling complex account structures, including trusts and entities. Strong organizational, communication, and cross-functional coordination skills. High attention to detail, sound judgment, and strong risk awareness. At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Vice President, Corporate Trust Transaction Manager to join our Corporate Trust team. This role is located in Pittsburgh, PA, New York City, NY or Houston, TX. In this role, you'll make an impact in the following ways: Negotiate contract terms with clients and their legal team, by partnering with BNY counsel and internal parties, to identify and mitigate potential contractual, operational, and regulatory risks to ensure contracts (such as Bond Indentures, Trustee/Paying Agent agreements, etc) meet BNY's risk appetite. Coordinate with internal and external parties to ensure accurate and timely facilitation of onboarding activities on the Bank's systems to comply with contract requirements. Focus on the client experience by delivering high-quality service, anticipating client needs, and utilizing available technology to optimize results. Proactively collaborate with cross-functional teams to drive improvements and improve efficiency. Foster a culture of risk awareness. Escalate risk exposures promptly while providing insights and recommendations to support informed decision-making. Stay abreast of industry trends and regulatory changes to ensure compliance and maintain a competitive advantage. To be successful in this role, we're seeking the following: Strong educational background Experience of Corporate Trust and/or transaction management in Asset backed securities & Mortgage-backed securities. Ability to work under tight and demanding deadlines and effectively manage internal and external relationship difficulties in a time sensitive, pressured environment. Able to investigate and propose (a) innovative legal solutions that are often complex to ensure that enterprise documentation standards are upheld; and (b) commercial solutions to business Strong inquisitive and lateral thinking skills Excellent team player Ability to work well without supervision Resourceful Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in Boston, MA. In this role, you'll make an impact in the following ways: Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities. Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors. Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards. Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates. Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth. Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters. Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed. To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred. 6+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships. Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable. Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors. Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities. JD, CTFA or CFP strongly preferred; additional professional designations are a plus. No direct reports; provides guidance and mentorship as needed. At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary.