Senior Associate, Wealth Manager

1 week ago

Naples Florida, Collier County, FL, United States BNY Mellon Full time

Bring your ideas. Make history.


BNY Mellon 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 239 years of rich history and industry firsts, BNY Mellon 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 #LifeAtBNYMellon is all about.

As a leading wealth manager, BNY Mellon 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 Senior Associate, Wealth Manager join our Team. This role is located in Naples, FL.

In this role, you will make an impact in the following ways:

  • Provides support to the Wealth Managers in managing, retaining and growing existing client relationships.
  • Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
  • May also have independent responsibility for managing some client relationships with the Wealth Advisory segment.
  • Evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant of acceptable risk and profitable.
  • Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
  • Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees.
  • Frequent and regular/scheduled interaction with clients, including in-person client meetings.
  • Serve as clients’ primary point of contact and are responsible for ensuring that all of WM’s resources are provided to clients in the Active Wealth framework.
  • Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
  • Utilizing technology and client's net worth statement to introduce BNY Mellon's capabilities and bringing insights to the Wealth Managers. Directly contributes to the team and personal goals.

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

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred.
  • 5+ years of total work experience preferred.
  • Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
  • Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

At BNY Mellon, 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’
  • Forbes Blockchain 50

Our Benefits:

BNY Mellon 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.

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