What are the responsibilities and job description for the Senior Vice President, Wealth Strategist position at BNY?
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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is located in Philadelphia, PA.
In this role, you’ll make an impact in the following ways:
- Advise a broad range of High Net Worth and Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business succession strategies
- Work with more complex clients and their attorneys and accountants to implement estate plans and to mitigate tax risk.
- Work with broader wealth management team to prospect new clients and support existing clients with wealth planning needs.
- Work closely with fiduciaries on complex trust structuring and planning.
- Represent BNY Wealth through active involvement in wealth planning industry and contribute to thought leadership on wealth planning, including industry conferences and COI outreach efforts.
- Provide guidance to less experienced team members as needed.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree, J.D. law, accounting, tax degree, or the equivalent combination of education and experience is required.
- 7-10 years of total professional experience in estate and tax planning with at least 6 years in private legal practice and/or wealth management experience.
- Excellent communication skills.
- No direct reports.
At BNY, our culture speaks for itself, check out the latest BNY news at:
- BNY Newsroom
- BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
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.
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.