Upvote
Downvote
Senior Director, Client Strategist
Share Job
- Suggest Revision
- With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.
- 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 Senior Advisor, Client Strategist will focus on offering BNY Mellon Wealth Management's full-suite of services to ultra-high net worth individuals and institutions primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers.
- The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration.
- This role is expected to have a track record of success within the firm of closing the largest high-profile relationships with the most complex opportunities including, but not limited to, pre-IPOs, OCIO, complex fiduciary trusts/estates, as well as banking and lending solutions.
Active Job
Updated TodaySimilar Job
Relevance
Active