Director, Private Banking Manager

3 weeks ago

San Francisco, United States BNY Mellon Full time

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s 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’re seeking a future team member for the role of Director, Private Banking Manager to join our team. This role can be located in San Francisco CA, Menlo Park CA, Newport Beach CA, Los Angeles CA, or Seattle WA, and is eligible for a hybrid work arrangement.

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

  • Manages a large or specialized team of Private Bankers or multiple teams; guides team(s) on identifying opportunities for new/incremental account growth as well as ensuring client retention.
  • Establishes performance and sales goals for all staff members; tracks/measures and ensures successful performance to these goals.
  • Manages the group expense and capital budget.
  • Ensures the sales strategies, tactics and process improvements are met/delivered.
  • Directs the group to maximize revenues, to develop prospect relationships, and to enhance/grow/retain client relationships.
  • Will continue to manage a portfolio of key accounts critical to the achievement of team or business unit goals.
  • Works with peer managers in the business in establishing team strategies for developing and broadening client business relationships with the Corporation.
  • Manages the human and financial resources of the assigned area.
  • Recommends and leads the development of firm thought leadership within a region or business segment based on client feedback and industry/segment knowledge.
  • Works in concert with relevant colleagues to develop and implement new product and client strategies.
  • Manages resolution of client issues regarding product/services provided in the region to clients.
  • Establishes and stewards internal relationships to recommend and advocate for product/service enhancements that will fill underserved client interests.
  • Contributes to development of the strategic objectives for Private Banking within a business unit.
  • Tracks and reports on relationship strategy/results for assigned team(s)/business unit.
  • Liaises and strategizes with cross-business relationship managers in addition to peer leaders in account management and business development.
  • Drives corporate initiatives through an industry and regional lens.
  • Serves as an escalation point for critical service issues or roadblocks; shepherds issues through to resolution.
  • Ensures client onboarding and/or risk management activities are conducted and captured.
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
  • Provides feedback at the most critical times.
  • Responsible for achievement of large, specialized, and/or multiple teams' goals.

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

  • Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • Successful completion of a formal credit training program or equivalent work experience required.
  • 10-15 years of total work experience preferred with 3-5 years of management experience preferred.
  • Financial Services experience as is prior experience in Private Banking.
  • Applicable local/regional licenses (Series 7 and 63) or certifications as required by the business.
  • Must have an in-depth understanding of the needs of high net worth clients and a deep understanding of the ultra-affluent market; excellent credit skills.
  • Must have knowledge of banking compliance/regulatory practices.

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.

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