Senior Vice President, Global Tax Advisory

BNY · Philadelphia

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Company
BNY
Location
Philadelphia
Posted
August 12, 2026

About this job

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.…

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