Overview
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.
Job Role
We're seeking a future team member for the role of Senior Director, Client Strategist. This role is located in Atlanta, Georgia.
Responsibilities
- The Senior Advisor, Client Strategist will focus on offering BNY Mellon Wealth Management's full-suite of services to ultra-high net worth individuals and institutions primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers.
- The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
- The Senior Advisor Client Strategist is an elite role within the firm and is assigned the highest annual production goals and maintains a book that has generated on average $2M in net fees over at least a two-year period and is ranked against a peer group.
- This role is expected to have a track record of success within the firm of closing the largest high-profile relationships with the most complex opportunities including, but not limited to, pre-IPOs, OCIO, complex fiduciary trusts/estates, as well as banking and lending solutions. Sales results will be based on client activity, ability to provide insightful solutions, as well as collaboration and strong partnerships with internal partners.
- For new clients to BNY Mellon, the Senior Advisor Client Strategist will have the primary responsibility for developing new business and partnering closely with the team to determine the best coverage model and client lead for day-to-day management.
- The Senior Advisor Client Strategist will stay involved as required with the relationship team in order to deepen, broaden, and support the relationship while developing additional opportunities through the client's COIs and personal network for introductions/referrals, while also cultivating external and internal referral sources.
- Additionally, the Senior Advisor Client Strategists are expected to engage in marketing strategies, participate in regional and national campaigns, host events in the community, and actively participate in professional networks to build and maintain their business.
- The Senior Advisor Client Strategist will be expected to meet or exceed the performance expectations established for the role. Individual will focus on new business growth and client expansion by helping clients achieve their strategic vision.
- Practice Development --Demonstrate pipeline growth and opportunity advancement-Exhibit best practices and behaviors (PACES/Team PACES, Active Wealth)-Tracks and reports on business development results and corresponding activity.
- Team-Based Behaviors - Ability to implement a new business development strategy through a team-based approach.
- Risk Management - Ensure all policies, procedures, and regulations are properly followed and executed on.
- Serve a strategic sales partner to drive collaboration and identify opportunities across all of BNY Mellon's lines of business.
Qualifications
- Undergraduate degree required. Additional certifications and advanced degree a plus.
- 15-20 years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management/ Institutional industry.
- Successful candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets.
- Ability to analyze complex financial situations in order to propose the appropriate services to the client/prospect and the client/prospect's advisors.
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.
Equal Employment Opportunity
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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