Senior Director, Client Executive

BNY Mellon • San Francisco, CA

3d • Onsite

About The Position

We're seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, 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.
• 12-15 years of total work experience preferred.
• 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.

Nice To Haves

• Advanced/graduate degree preferred.
• 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.

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.
• Provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior