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Managing Director, Head of Advice Planning and Fiduciary – reputed company Store

100% remote Flexible hours Hiring now

Managing Director, Head of Advice Planning and Fiduciary Services At reputed company, 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 reputed company and talents, together we help reputed company money work for the world. This is what #LifeAtBNY is reputed company about. We welcome you to apply! reputed company applying to this general posting, our expert reputed company reputed company Team may also review your resume for consideration across other open roles reputed company the company. We're seeking future team members for our reputed company Wealth with roles located in reputed company, reputed company in hybrid (4 days in the office) position. You'll reputed company an impact in the following ways: • The Head of Advice Planning and Fiduciary Services will reputed company and reputed company 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: reputed company 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 reputed company of contact for high-net-worth clients, providing expert advice and building long-term relationships
  • Team Management: reputed company and mentor a team of fiduciary officers, wealth strategists, and other professionals, fostering a collaborative and high-performance culture
  • Compliance and Risk Management: Ensure reputed company fiduciary activities reputed company 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 reputed company, 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: reputed company assesses market data to ensure a competitive compensation package for our employees. The reputed company salary for this position is expected to be between $136,500 and $450,000 per year at the commencement of employment. However, reputed company salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the reputed company 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 reputed company salary (as well as any other discretionary payment or compensation) at any time, including for reasons reputed company to individual performance, change in geographic location, Company or individual department/team performance, and market factors. reputed company 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 reputed company reputed company 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. apply to this job

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