Senior Director, Head of Wealth Strategies
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. We’re seeking a future team member for the role of Senior Director, Head of Wealth Strategies to join our Wealth Advice and Planning team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways:
Requirements
- Bachelor’s degree and J.D., law, accounting, tax degree, or equivalent combination of education and experience.
- 10-15 years of total professional experience in Ultra High Net Worth wealth planning with at least 3-5 years in team management, with a strong preference in wealth management firms.
- Experience in tax analysis and advisory required.
- Proven ability to lead multiple teams and manage complex client relationships.
- Strong expertise in tax and estate planning, risk management and strategic advisory.
- Strong interpersonal and communication skills.
Responsibilities
- Lead a national team of wealth strategists across the country, who are responsible for advising a diverse range of Ultra High Net Worth clients on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies.
- Serve as the Senior Wealth Strategist in the New York City Tri-state market.
- Set and manage priorities and performance metrics for the team.
- Oversee and help drive thought leadership on wealth planning, including industry conferences and COI outreach efforts.
- Manage relationships with Regional Presidents, Market Leaders and other business stakeholders to maximize effective use of the team and resources.
- As a member of the Leadership team of the Head of Advice, Planning & Fiduciary Services, you will own setting business strategy for the wealth strategists and contributing to the overall strategic direction and execution of the advice, planning and fiduciary offering of BNY Wealth.
- Recruit, develop, direct and motivate an exceptional team to maximize both individual and team contributions, professional growth and overall engagement.
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
