Managing Director, Head of Advice Planning and Fiduciary Position Available In New York, New York

Managing Director, Head of Advice Planning and Fiduciary BNY Mellon United States, York, York Jun 11, 2025 Managing Director, Head of Advice Planning and Fiduciary Services At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. We’re seeking future team members for our BNY Wealth with roles located in York City, York in hybrid (4 days in the office) position. You’ll make an impact in the following ways:

• The Head of Advice Planning and Fiduciary Services will lead and oversee the strategic direction, management, and execution of advice planning and fiduciary services.

This role requires a deep understanding of wealth management, fiduciary responsibilities, and the ability to drive growth and innovation in these areas. The successful candidate will work closely with senior leadership, clients, and internal teams to ensure the highest standards of service and compliance.

Strategic Leadership:

Develop and implement the strategic vision for advice planning and fiduciary services, aligning with the overall goals of the organization

Client Engagement:

Serve as the primary point of contact for high-net-worth clients, providing expert advice and building long-term relationships

Team Management:

Lead and mentor a team of fiduciary officers, wealth strategists, and other professionals, fostering a collaborative and high-performance culture

Compliance and Risk Management:

Ensure all fiduciary activities comply with regulatory requirements and internal policies, managing risk effectively

Business Development:

Drive growth by identifying new business opportunities, developing client proposals, and collaborating with marketing and sales teams

Thought Leadership:

Represent the organization at industry conferences, seminars, and other events, positioning the company as a leader in advice planning and fiduciary services To be successful, we’re seeking interest in the follow areas:

Education:

Juris Doctor (JD) degree or equivalent, with a strong background in wealth management, trust, and estate planning

Experience:

15 plus years of total work experience with at least 3-5 years in management preferred. At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for

Disability Inclusion, Disability:

IN – 100

% score, 2023-2024

• “Most Just Companies”, Just Capital and

CNBC, 2024

• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $450,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
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. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.