Vice President, Financial Planner I

BNY External Career Site • Pittsburgh, PA

129d

About The Position

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. The Global Insights Lab (“GIL”) is a national team of investment and estate planning professionals supporting BNY Wealth’s most complex clients and their relationship teams. We’re seeking a future team member for the role of Vice President, Financial Planner I to join our Wealth Management team. This role will be based in Pittsburgh, PA.

Requirements

• Bachelor‘s degree or the equivalent combination of education and experience is required.
• CFP designation preferred; CFA will be considered with requisite estate planning experience.
• 2+ years of investment experience preferred.
• 2+ years of trust, fiduciary or estate planning experience.
• Applicable local/regional licenses or certifications as required by the business.
• Bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

Responsibilities

• Create models/thesis/insights to help shape wealth/estate strategy and portfolio construction.
• Influence others by demonstrating strong wealth advisory ability and communicating and engaging with colleagues (shape the sales messaging, competitor differentiation, etc.).
• Participate in pre-calls and strategy meetings with sales and client teams.
• Understand and articulate the investment impact of estate planning decisions (and vice versa).
• Support the development of new products and services for our Virtual Family Office (“VFO”) team.
• May assist in advice strategy for large and complex clients.
• Work independently under limited supervision of the Head of GIL.
• Contribute to team/firm profitability, assuring retention and expansion of existing client relationships by contributing to superior advice outcomes.

Benefits

• Highly competitive compensation.
• Benefits and wellbeing programs rooted in a strong culture of excellence.
• 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.
• Generous paid leaves, including paid volunteer time.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees