Director, Wealth Advisor
About The Position
At BNY, our culture allows us to run our company better and enables employee's 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, 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. We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA. In this role, you'll make an impact in the following ways: Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships. Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base. Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions. Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions. Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.
Requirements
- Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
- 10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management.
- Applicable local/regional licenses or certifications as required by the business.
- Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
- Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust.
- No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.
Responsibilities
- Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
- Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
- Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
- Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
- Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.
Benefits
- BNY 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, including paid volunteer time, that can support you and your family through moments that matter.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
