Director, Wealth Manager

2 months ago

Washington, United States The Bank of New York Mellon Full time
Director 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 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.

We're seeking future team members for our BNY Wealth business with roles located in Washington DC

You'll 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 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
To be successful, we're seeking interest in the follow areas:
  • 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.
At BNY, our culture speaks for itself. Here's a few of our awards:
  • America's Most Innovative Companies, Fortune, 2024
  • World's 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 - 100% score, 2023-2024
  • "Most Just Companies", Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg's Gender Equality Index (GEI), 2023


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 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 - 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.

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