Senior Vice President, Manager, Wealth Manager

1 month ago

Greenwich, Connecticut, United States BNY Mellon Full time

Job Summary

BNY Mellon is seeking a Senior Vice President, Manager, Wealth Manager to join our Wealth Management team. As a leader in the industry, we empower our employees to grow and succeed in a dynamic and inclusive work environment. In this role, you will have the opportunity to make a meaningful impact in the following ways:

  • Lead a team of Wealth and Fiduciary Managers at various levels of experience.
  • Manage all investment, administrative, compliance, and regulatory aspects of BNY Mellon's wealth management business.
  • Ensure that all policies, procedures, and tasks are performed in accordance with BNY's internal and regulatory requirements.
  • Take ownership of hiring, training, and developing all team members.
  • Serve as a Wealth Manager for a small and select group of large and typically complex client relationships.
  • Work closely with other senior leaders to ensure implementation of Wealth Management investment strategies for their respective region.
  • Independently evaluate and pursue new business opportunities and client prospects.


Requirements

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

  • Bachelor's degree or the equivalent combination of education and experience.
  • Advanced/graduate degree preferred.
  • 15 years of total work experience preferred with 3-5 years of management experience preferred.
  • Financial Services experience required as is prior experience in Wealth Management.
  • Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, strong proficiency with Microsoft Office, and proven verbal and written communication skills.


About BNY Mellon

At BNY Mellon, our culture speaks for itself. We are a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. We continue to be a leader in the industry, and we are committed to making money work for the world. We offer 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.

  • Senior Vice President of Advertising Compliance Review

    3 weeks ago

    Greenwich, Connecticut, United States Madison-Davis, LLC Full time

    Madison-Davis, LLC is seeking a Senior Vice President of Advertising Compliance Review to join their team. The successful candidate will be responsible for reviewing marketing materials across the firm's investment strategies to ensure compliance with applicable regulations and internal policies.Key responsibilities include:Compliance Review - Review...

  • Vice President, Research and Education

    1 month ago

    Greenwich, Connecticut, United States TBWA\Chiat\Day Full time

    About the RoleiCapital is seeking a seasoned professional to join its Research and Education team as a Vice President. The successful candidate will be responsible for conducting thorough due diligence on Private Capital funds and authoring comprehensive reports for our clients.The ideal candidate will have a strong knowledge of industry trends in private...

  • Senior Wealth Advisor

    4 weeks ago

    Greenwich, Connecticut, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to...

  • Compliance Specialist

    4 weeks ago

    Greenwich, Connecticut, United States iCapital Full time

    iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With approximately $191 billion in...

  • Senior Financial Advisor

    4 weeks ago

    Greenwich, Connecticut, United States U.S. Bank Full time

    About the RoleAs a Senior Financial Advisor at U.S. Bank, you will play a key role in helping high net worth clients achieve their financial objectives. With a strong focus on relationship management and business development, you will be responsible for identifying, closing, and deepening client relationships.Key ResponsibilitiesUse your knowledge of...

  • Tax Senior Manager

    4 weeks ago

    Greenwich, Connecticut, United States DaVita Full time

    Senior Tax Manager Job DescriptionMarcum LLP is seeking an experienced Senior Tax Manager to join our growing national firm in our Greenwich office.The ideal candidate will have a strong background in taxation, excellent leadership skills, and the ability to drive the success of multiple engagements.Key Responsibilities:Supervise and manage the success of...

  • Enterprise Solutions Specialist

    4 weeks ago

    Greenwich, Connecticut, United States iCapital Full time

    About the RoleiCapital is seeking a skilled professional to join the iCapital Solutions team as an Associate or Assistant Vice President. This role will focus on relationship management and business development for existing General Partner (GP) clients, as well as prospecting new clients within the Asset Management arena.The ideal candidate will have 3-10...

  • Tax Manager

    4 weeks ago

    Greenwich, Connecticut, United States Andersen Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory.We stand as a trailblazing force with the most extensive global presence among professional services organizations.You'll embark on...

  • Senior Manager of Design Engineering

    4 weeks ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    About the RoleThe Platform Engineering team at Interactive Brokers is seeking a Senior Manager of Design Engineering to lead a team of skilled engineers in ensuring the reliability, scalability, and performance of our critical systems and services.Key ResponsibilitiesLead, mentor, and develop a global team of engineers, fostering a collaborative and...

  • Senior Manager of Design Engineering

    1 month ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    About the Role:As a Senior Manager of Design Engineering at Interactive Brokers, you will lead a team of skilled engineers to ensure the reliability, scalability, and performance of our critical systems and services. You will work closely with engineering, product, and operations teams to build and maintain robust, high-availability systems while fostering a...

  • Portfolio Manager III

    4 weeks ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Senior Tax Associate

    4 weeks ago

    Greenwich, Connecticut, United States Andersen Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with AndersenAt Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on...

  • Accounting Manager

    1 month ago

    Greenwich, Connecticut, United States Jobot Full time

    Accounting Manager/Assistant Controller Job DescriptionWe are seeking an experienced Accounting Manager/Assistant Controller to join our team in the healthcare/medical industry. This role is critical to our organization, as it involves managing the Accounts Receivable (AR), Revenue and billing functions of our healthcare organization.Key...

  • Portfolio Manager III

    4 weeks ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Medical Billing and Collections Manager

    4 weeks ago

    Greenwich, Connecticut, United States Jobot Full time

    Accounting Manager for Healthcare OrganizationWe are seeking an experienced Accounting Manager/Assistant Controller to join our team in the healthcare/medical industry.This role is critical to our organization, as it involves managing the Accounts Receivable (AR), Revenue and billing functions of our healthcare organization.The chosen candidate will be...

  • Senior Portfolio Strategist

    4 weeks ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Title: Portfolio Manager IIILocation: Greenwich, ConnecticutJob Summary:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a highly...

  • Tax Consultant

    5 days ago

    Greenwich, Connecticut, United States Andersen Full time

    About the RoleWe are seeking a highly skilled Senior Tax Associate to join our Private Client Services practice at Andersen. In this role, you will manage and support your team on multiple engagements for a wide range of sophisticated clients, including wealthy families, family offices, and owner-operated businesses.Key ResponsibilitiesReview and prepare...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Greenwich, Connecticut, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...

  • Senior Financial Analyst

    4 weeks ago

    Greenwich, Connecticut, United States Jobot Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Jobot. As a Senior Accountant, you will be responsible for managing the daily operations of the accounting department, including month and year-end processes, accounts payable and receivable, cash receipts, general ledger, payroll, and utilities. You will also be responsible...

  • Senior Financial Planning and Analysis Leader

    1 month ago

    Greenwich, Connecticut, United States Hoxton Circle Full time

    Job DescriptionA leading private investment firm is seeking a Senior Financial Planning and Analysis Leader to join their senior leadership team. As a key Business Partner, you will provide strategic insights and analytics to support business growth initiatives and decision-making.Key Responsibilities:10+ years of progressive FP&A experience in...