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Lead Analyst, Fiduciary
At the direction of more senior staff, the Lead Analyst (Associate 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 LA coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Will be expected to assess, identify and escalate/address risk-related issues. The LA will be expected to orchestrate the va


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