Senior Associate, Wealth Solutions Group - BNY : Job Details

Senior Associate, Wealth Solutions Group

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 Associate, Wealth Solutions Group to join our Wealth Management team. This role will be located in Pittsburgh, PA.

In this role, you'll make an impact in the following ways:

Works with Credit Advisors, Private Bankers and with Underwriters of residential and commercial real estate in the following ways:

• Conducts research and analysis to support lenders and management with originating, underwriting, closing and monitoring of Private Banking loans.
• Recommends Risk Ratings.
• Handles collateral monitoring and tracking by assisting lenders and management with existing loan portfolios (including pledged assets, residential and commercial real estate loans).
• Reviews and inputs system information to ensure data accuracy. Assists underwriters to facilitate loans moving through the system.
• Works on projects related to data quality and reporting functions.
• Works with clients and support staff to ensure that all documents collected are complete and accurate, and proper compliance measures are followed regarding the contents and storage of the documents.
• Assists with preparation of marketing and client presentation information materials.
• Solves problems of a routine nature with the context of established policies and procedures.
• May resolve problems of a more unusual nature, under the guidance of more experienced staff.
• No direct reports. May provide guidance to more junior staff.
• Contributes to the achievement of area objectives.

To be successful in this role, we're seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Proficiency in Microsoft Office Suite of products preferred.

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.