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Senior Associate, Wealth Manager
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Full-time
- We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration.
- 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.
- Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
- We’re seeking a future team member for the role of Senior Associate, Wealth Manager join our Team. This role is located in Naples, FL. In this role, you will make an impact in the following ways: Provides support to the Wealth Managers in managing, retaining and growing existing client relationships.
- Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
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