Senior Specialist, Fiduciary

About the role

This role is located in Pittsburgh, PA.

• Collaborate with a team of Advisors and Fiduciary Officers focused on the administration and service of Trusts, Foundations and Family Office client accounts
• Support senior Fiduciary 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, Family Office personnel and external advisors to ensure BNY is meeting the highest fiduciary standards as required by complex, multi-generational family relationships
• 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

Requirements

• 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

About Us

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.

About The Team

At BNY, our culture speaks for itself. Check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Benefits

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.

• Eligibility for an annual discretionary incentive award
• 401(k) plan participation
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents
• Various paid time off benefits, such as vacation and sick time

Pay

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package.