Upvote
Downvote
Senior Vice President, Client Strategist
Share Job
- Suggest Revision
$130,500 - $250,000 a year
- 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 Principal Client Strategist to join our Global Family Office team (GFO) within sales and business development.
- Source and close new business opportunities with family offices across our investments, banking, fiduciary, master custody, technology, and other advisory offerings.
- Deep expertise working with ultra-high net worth individuals and family offices specifically with substantial investable assets and demonstrate stellar team-building skills.
Active Job
Updated 2 days agoSimilar Job
Relevance
Active