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Senior Vice President, Client Strategist | Boston, MA, USA

3 months ago

Boston, United States BNY Full time

Senior Vice President, Client Strategist Overview Bring your ideas. Make history. BNY 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" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY 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 #LifeAtBNY is all about. As a leading wealth manager, BNY 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 Client Strategist to join our Global Family Office team (GFO) within sales and business development. This role is located in Boston, MA or New York, NY. In this role, you'll make an impact in the following ways: Source and close new business opportunities with family offices across our investments, banking, fiduciary, master custody, technology, and other advisory offerings. Responsible for leading the sales process end to end, including identification of new business opportunities, product positioning, and closing and onboarding of new clients. Cultivate relationships with external referral sources and key influencers to family offices. Collaborate with team members across solutions to determine the best coverage model and strategy for day-to-day client management. Engage in marketing strategies and regional campaigns, host curated events in the community, and participate in local professional networks to source new business opportunities. Meet or exceed the performance expectations established for the role - individual will focus on new business growth and client expansion across established family offices. Have a well-established reputation as a top advisor in the market, being active in the community and prospecting in the target market. Must have the ability to engage Family Office, and other Lines of Business across the firm in their practice. Demonstrate pipeline growth and exhibit best practices / behaviors, including tracking and reporting on business development results and corresponding activity. Contribute to existing relationships and assist BNYM partners with client retention and new sales opportunities. Ensure all policies, procedures, and regulations are properly followed and executed. To be successful in this role, we're seeking the following: Deep expertise working with ultra-high net worth individuals and family offices specifically with substantial investable assets and demonstrate stellar team-building skills. Knowledge of local market networks and influencers to source business. Undergraduate degree required. Additional certifications and advanced degree a plus. 10+ years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management industry. Successful candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets and demonstrate stellar team-building skills. Ability to analyze complex financial situations to propose the appropriate services to the client/prospect and the client/prospect's advisors. Holds or willing to attain Series 7 & 63. At BNY, our inclusive culture speaks for itself. Here's a few of our awards: 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 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr