Current jobs related to Director, Wealth Manager - Washington - The Bank of New York Mellon
-
Director, Wealth Manager
3 weeks ago
Washington, United States BNY Mellon Full timeDirector, Wealth Manager 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...
-
Director, Wealth Manager
3 months ago
Washington, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeBNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - % of the world’s top banks work with us as we lead and serve...
-
Wealth Management Consultant
4 weeks ago
Bellevue, Washington, United States Parcion Private Wealth Full timeParcion Private Wealth is in search of a proactive and skilled professional to join our team and assist in fulfilling our commitment to guide clients in achieving their financial objectives. We are on the lookout for a seasoned Family Wealth Consultant to enhance our firm. Our ideal candidate is a driven collaborator who embodies our firm's Core Values:...
-
Wealth Management Professional
1 week ago
Washington, Washington, D.C., United States THE BANK OF NEW YORK MELLON CORPORATION Full time{"title": "Principal Wealth Manager", "subtitle": "Join Our Wealth Management Team", "content": "We are seeking a highly experienced and skilled Principal Wealth Manager to join our Wealth Management team in Philadelphia, PA. As a senior leader, you will be responsible for providing comprehensive wealth management advice and solutions to our clients using...
-
Senior Wealth Management Leader
3 weeks ago
Washington, Washington, D.C., United States THE BANK OF NEW YORK MELLON CORPORATION Full timeAbout the RoleWe are seeking a highly experienced and skilled Senior Wealth Management Leader to join our Wealth Management team at The Bank of New York Mellon Corporation. As a key member of our team, you will be responsible for providing comprehensive wealth management advice and solutions to our clients.Key ResponsibilitiesProvide trusted advisor...
-
Senior Wealth Management Consultant
4 weeks ago
Washington, United States Bank of America Full timeSenior Wealth Management ConsultantLocation: Washington, District of ColumbiaPosition Overview:At Bank of America, our mission is to enhance financial well-being through every connection we foster. We are committed to Responsible Growth, which shapes our operations and our service to clients, colleagues, communities, and shareholders.We strive to create an...
-
Senior Wealth Management Consultant
3 weeks ago
Washington, United States Bank of America Full timeSenior Wealth Management ConsultantLocation: Washington, District of ColumbiaPosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, ensuring we meet the needs of our clients, teammates, communities, and shareholders consistently.We are committed to fostering a...
-
Private Wealth Associate
3 weeks ago
Washington, United States AllianceBernstein Full timeJob OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As a leading financial services company, we prioritize talent development and strive to select and nurture exceptional professionals.Key ResponsibilitiesCollaborate with senior professionals to drive career success...
-
Wealth Management Associate
5 days ago
Washington, DC , USA, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the...
-
Private Wealth Management Internship Program
4 weeks ago
Washington, Washington, D.C., United States Bank of America Full timeOverview of the RoleIntroduction to the Summer Analyst ProgramBank of America Private Bank, with a legacy spanning over two centuries in the financial services sector, has established a renowned team committed to delivering outstanding service and expert guidance to our clientele. As a frontrunner in private wealth management, we offer a comprehensive suite...
-
International Tax Manager
2 days ago
Washington, United States Northwest Talent Solutions LLC Full timeInternational Tax Manager - Private WealthNorthwest Talent Solutions LLC is partnering with a leading advisory, tax, and assurance firm to recruit an International Tax Manager specializing in Private Wealth. Our client provides professional services through an alternative practice structure in accordance with industry standards and regulations.Key...
-
Private Wealth Associate
1 week ago
Washington, United States AllianceBernstein Full timeUnlock Your Potential as a Private Wealth AssociateBernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a Private Wealth Associate, you will be part of a team that puts people first and prides itself on selecting and developing high-caliber talent.As a key member of our...
-
International Tax Manager
2 weeks ago
Washington, United States Northwest Talent Solutions LLC Full time{"h1": "International Tax Manager - Private Wealth Expert", "p": "Northwest Talent Solutions LLC is partnering with a leading advisory, tax and assurance firm to recruit an International Tax Manager specializing in Private Wealth. Our client provides professional services through an alternative practice structure in accordance with industry standards and...
-
Tax Manager
2 weeks ago
Washington, United States Northwest Talent Solutions LLC Full timeNorthwest Talent Solutions is a leading Technology Finance and Healthcare staffing/recruiting and HR/DEI consulting firm partnering with outstanding clients within the private industry and public sector. Currently we are partnered with a preferred client in the accounting and advisory services industry in search of a highly talented International Tax Manager...
-
Financial Advisor Perth
1 week ago
Washington, United States Partners Wealth Group Full timeAt Partners Wealth Group (PWG) we are proud of our dynamic culture. We have and will continue to invest a lot in our people, systems and facilities and have seen exciting growth in all areas to make us one of Australia’s leading providers of business and financial advisory services for high-net-worth individuals, business owners and organisations. Our...
-
Financial Advisor, Wealth Management
4 months ago
Washington, United States Pop-Up Talent Full timeJob DescriptionJob DescriptionRelationship ManagerRemoteAmazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future. Self-motivated,...
-
International Tax Manager
2 weeks ago
Washington, United States Northwest Talent Solutions LLC Full timeNorthwest Talent Solutions is partnering with a leading advisory tax and assurance firm to recruit an International Tax Manager specializing in Private Wealth. Our client provides professional services through an alternative practice structure in accordance with industry standards and regulations. Job Summary Join a growing International Tax practice as an...
-
Wealth Management Client Associate
3 weeks ago
Washington, United States Citigroup Inc Full timePosition Overview:The Client Service Associate is an evolving professional role that combines specialized knowledge with a comprehensive understanding of industry standards and practices. This role requires a solid grasp of how the team collaborates with other areas to achieve the objectives of the job family. The associate will utilize analytical skills and...
-
Private Wealth Associate
1 week ago
Washington, United States AllianceBernstein Full timeJob OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high-caliber talent.Key ResponsibilitiesCollaborate and network with senior professionals throughout the firm to fuel...
-
Vice President Private Wealth
4 months ago
Washington, United States Suncap Technology Full timePrivate Wealth VPThe Vice President is a critical member of the Wealth Management Team and is the firm’s face to the market. The principal role of the VP is to constantly develop new clients and raise assets for the firm, and maintain a close, ongoing relationship with their existing base of clients.Qualifications Is a professional with approximately 10...
Director, Wealth Manager
3 months ago
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We're seeking a future team member for the role of Principal Wealth Manager to join our Wealth Management team. This role is located in Philadelphia, PA. This role is a hybrid role with 3 days in the office and 2 days working from home.
In this role, you'll make an impact in the following ways:
- The Director Wealth Manager is a senior leader and highly experienced wealth management professional who can interact and build a trusted advisor relationship with the firm's largest, most sophisticated, and complex clients.
- Responsible for providing comprehensive wealth management advice and solutions using BNYM's 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 Management's Active Wealth framework and implementation of firm's best investment thinking; adoption of BNYM's 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 clients' 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 referrals.
- Bachelor's 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 firm's digital tools is required.
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg's Gender Equality Index (GEI)
- Best Places to Work for Disability Inclusion, Disability: IN - 100% score
- 100 Best Workplaces for Innovators, Fast Company
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDP's Climate Change 'A List'
Our Benefits:
BNY Mellon 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 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.
BNY Mellon 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 - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - 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.