Senior Vice President, Investment Strategist

1 day ago


Boston, Massachusetts, United States BNY Mellon Full time
Job Description:

Become a part of BNY Mellon's Global Family Office team as a Principal Client Strategist and play a vital role in shaping the future of wealth management.

Overview:

We are seeking a highly skilled and experienced individual to join our sales and business development team. As a Principal Client Strategist, you will be responsible for identifying new business opportunities, leading the sales process end-to-end, and cultivating relationships with external referral sources and key influencers.

Key Responsibilities:
  • SOURCE AND CLOSE NEW BUSINESS OPPORTUNITIES WITH FAMILY OFFICES ACROSS OUR INVESTMENTS, BANKING, FIDUCIARY, MASTER CUSTODY, TECHNOLOGY, AND OTHER ADVISORY OFFERINGS
  • LEAD 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
Requirements:

To be successful in this role, we are seeking individuals with deep expertise working with ultra-high net worth individuals and family offices. A minimum of 10 years of sales experience, relationship management experience, or demonstrated ability to be a strong producer of sales records in the Wealth Management industry is required. Additionally, candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets.

Benefits:

Becoming a part of BNY Mellon offers a wide range of benefits, including highly competitive compensation, benefits, and wellbeing programs. 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.

Salary:

The base salary for this position is estimated to be between $130,500 and $250,000 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.



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