Director, Client Strategist

The Bank of New York Mellon • San Francisco, CA

76d • $128,200 - $250,000

About The Position

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. As a leading wealth manager, BNY 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.

Requirements

• Undergraduate degree required; additional certifications and advanced degree a plus.
• 15+ years of sales experience, relationship management experience, and/or demonstrated ability to be a strong producer of sales records in the Wealth Management industry.
• 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 prospect and the prospect's advisors.

Responsibilities

• Focus on offering BNY Wealth Management's full suite of services to ultra-high net worth individuals primarily through face-to-face meetings and networking.
• Drive growth by finding new clients whose wealth circumstances will be well served by BNY's unique value proposition in wealth advisory and planning.
• Develop new business and work with the team to determine the best coverage model and client lead for day-to-day management.
• Stay involved as required by the relationship team to deepen, broaden, and support the relationship while developing additional opportunities.
• Leverage best practices for an efficient sales process, including preparation and post-calls with their team surrounding client discussions.
• Engage in marketing strategies, regional campaigns, hosting events in the community, and being active participants in local professional networks.
• Build and maintain a portfolio of clients with average total investable assets > $50M and deliver comprehensive wealth management advice and solutions.
• Demonstrate pipeline growth and opportunity advancement, track and report on business development results and corresponding activity.
• Implement a new business development strategy through a team-based approach.
• Assist BNY partners with client retention and new sales opportunities.
• Ensure all policies, procedures, and regulations are properly followed and executed on.

Benefits

• Highly competitive compensation, benefits, and wellbeing programs.
• Access to flexible global resources and tools for your life's journey.
• Focus on health, personal resilience, and financial goals.
• Generous paid leaves, including paid volunteer time.
• Commission earnings, discretionary bonuses, short and long-term incentive packages.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees