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