Senior Wealth Management Executive

5 days ago


Chicago, Illinois, United States BNY Mellon Full time

Overview

BNY Mellon is a leading global financial services company that empowers employees to grow and succeed. With a presence in nearly 20% of the world's investible assets, our team brings innovative solutions to clients across the globe.

We are seeking a talented Senior Wealth Management Executive to join our Wealth Management team. As a key member, you will be responsible for managing a medium-sized client service team and providing exceptional client experiences.

Main Responsibilities:

  1. Lead a team of professionals in delivering high-quality client services.
  2. Maintain expertise in industry best practices and develop strategic relationships with clients.
  3. Direct daily operations, monitor work metrics, and address team issues as necessary.
  4. Resolve complex client inquiries and contribute to business development efforts.
  5. Recruit, motivate, and develop staff to maximize their contribution and growth.

Requirements:

  • Bachelor's degree or equivalent combination of education and experience, with an MBA preferred.
  • 4-5 years of total work experience, including at least 0-1 years of management experience.
  • Experience in operational areas and/or client services is desired.

Our Offer:

BNY Mellon provides highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. We offer flexible global resources and tools to support your life's journey, along with generous paid leaves and opportunities for personal resilience and financial growth.

About Us:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer committed to diversity and inclusion. We welcome applications from underrepresented groups and encourage individuals with disabilities and protected veterans to apply.



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