Director, Wealth Manager

Director Wealth ManagerAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worldu2019s financial system we touch nearly 20% of the worldu2019s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. Weu2019re seeking future team members for our BNY Wealth business with roles located in Washington DC Youu2019ll make an impact in the following ways: The Sr. Principal Wealth Manager is a senior leader and highly experienced wealth management professional who can interact and build a trusted advisor relationship with the firmu2019s largest, most sophisticated, and complex clients. Responsible for providing comprehensive wealth management advice and solutions using BNYMu2019s Active Wealth framework: Invest, Borrow, Spend, Manage, Protect. Wealth Manager is accountable for bringing new, larger clients to the firm ($10m+), and effectively servicing, managing, retaining, and growing existing client relationships. WM will also collaborate with opportunities sourced by Client Strategists to win new business. Wealth Manager serves as primary advisor and manages large and complex client relationships with dedicated, high performing support team (Associate Wealth Manager and Analyst). Responsibilities include, but are not limited to: Articulation of BNY Mellon Wealth Managementu2019s Active Wealth framework and implementation of firmu2019s best investment thinking; adoption of BNYMu2019s digital and client service tools (Wealth Online, Net Worth Statements, Advice Path, etc.); analyzing client balance sheets for unrealized opportunities and/or optimization; collaborating and leveraging expertise from other functional team members and BNYM investment professionals to ensure that all firm capabilities are provided to our clients. The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees. Active Wealth Management and Client Service- Frequent proactive interaction with clients, including multiple in-person client meetings per year. Serve as clientsu2019 primary point of contact to BNYM and responsible for ensuring that all firm resources are provided to clients using the Active Wealth framework. Business development- Demonstrate a business-development orientation and mindset. Annual self-sourced goals and are expected to be met by leveraging strong existing client and Centre of Influence relationships by consistently and systematically asking for referralsTo be successful, weu2019re seeking interest in the follow areas: Bacheloru2019s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Additional industry designations and certifications are a plus (CFP, CFA, etc.). 10+ years of financial industry experience preferred, primarily managing larger, more complex client relationships. Demonstrable experience and network within in high-net-worth client space and with advisors who support this level of sophisticated clients (T&E attorneys, M&A attorneys, Corporate Attorneys, HNW CPAs). Experience working in a highly detail oriented and fast paced environment. Strong technological proficiency and adoption of firmu2019s digital tools is required.At BNY, our culture speaks for itself. Hereu2019s a few of our awards: Americau2019s Most Innovative Companies, Fortune, 2024 Worldu2019s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN u2013 100% score, 2023-2024 u201cMost Just Companiesu201d, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloombergu2019s Gender Equality Index (GEI), 2023Our 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 lifeu2019s 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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.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.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.Our ambition is to build the best global team u2013 one that is representative and inclusive of the diverse talent, clients and communities we work with and serve u2013 and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.', 'id_locale': '57313-en

Created: 2024-11-02