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BNY Mellon
- Newport Beach, CA / Los Angeles, CA
The Senior Wealth Manager Fiduciary Specialist serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. In this role, the Senior Wealth Manager Fiduciary Specialist will have responsibility for managing and administering client relationships primarily comprised of trust accounts. S/he will need to interpret and understand trust instr
Posted 4 days ago
The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client
Posted 1 month ago
The Relationship Manager II will have responsibility for the administration of medium large Family Office client relationships and will work closely with family offices, individual clients and their advisors. S/he will handle all administrative, fiduciary, multi generational, accounting and tax issues on assigned accounts. S/He must also possess the technical and communication skills to enable him
Posted 1 month ago
BNY Mellon
- Los Angeles, CA / San Francisco, CA
Executes the delivery of HR solutions of core COE designed processes including Talent and Development, Compensation & Mobility, Employee Relations, M&A and Special Projects across a specified internal client group. Work includes but is not limited to more complex aspects of Year End Compensation Planning, Annual Talent review and Succession planning, Performance Management and Manager Feedback acr
Posted 1 month ago
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