SVP, Advisor Growth, Financial Advisor

The Bank of New York Mellon•New York, NY

48d•$102,000 - $190,000

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, 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. The BNY Advisor Match initiative is a multi-function program that matches high net worth investors with leading investment advisory solutions, including third party independent registered advisory (RIA) firms. As a Financial Advisor at BNY, you will have the opportunity to present sophisticated solutions to an interested prospect, establishing strong connections and credibility, primarily through virtual interactions. You will lead the engagement of new investor prospects, providing them with tailored insights into a curated selection of independent investment advisory firm options (RIAs). Your ultimate goal is to match prospective investors with the most suitable advisor referral based on their unique needs and preferences, ensuring an unparalleled experience. We're seeking a future team member for the role of Financial Advisor to join our BNY Advisors Team in BNY Investments. This role is located in New York City. The role, titled Financial Advisor, seeks candidates who have past experience in building deep trusting relationships with prospective investors by uncovering their needs to facilitate an introduction to an RIA. Experience in developing financial plans, wealth plans and the provision of financial advisory services is a prerequisite. Over time, this candidate will drive the build out and operationalization of a team of Relationship Managers, while working actively day to day to service incoming prospective investors. This dynamic and knowledgeable Financial Advisor will possess the following expertise and skills:

Requirements

Ability to build strong relationships, engage and encourage trust, and deepen the prospective investor relationships by applying a focused communication strategy, and exceeding expectations.
Extensive knowledge of the financial planning process including, Advanced Financial Planning concepts and strategies, Estate Planning, Retirement Planning and Investment Planning.
Ability to build a rapport with participating RIAs and understand the breadth and nuance of these firms offerings.
Ability to thoughtfully speak about different wealth planning and investment strategies and screen client assets while engaging in goal planning discussions.
Strong candidates will also learn to leverage our team of BNY/Pershing specialists, your knowledge of the markets, and your ability to inspire action to help the prospect progress toward achieving their goals and meeting with an RIA.
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results.
Passion for community engagement to share and engage prospects in discussion about their personal situation in order to match with an RIA.
Series 7, 65 (or 66) required prior to hire
Relevant Insurance licenses must be obtained within 6 months of hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor's Degree required; advanced professional designation such as Certified Financial Planner (CFP) preferred

Nice To Haves

Experience working in or with high growth RIA organizations preferred

Responsibilities

Build out and ongoing management of Relationship Mangers team, processes and performance, as needed.

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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