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Senior Associate, Client Strategist - Cornerstone
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- As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles.
- The Associate Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence.
- The individual will also have access to a global sales coach, senior leadership, the Program Director and Talent & Development resources.
- Additionally, the individual will be responsible for transitioning the day-to-day management of the client to a assigned Wealth Manager.
- Relationships & Partnerships - Focus on field engagement by partnering with senior sales advisors and regional team to develop a network in the community-Community Involvement (Year 1 & 2): Identify 1-2 business/networking organizations and participate in 1-2 non-profit organizations of interest-COI
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