Family Wealth Advisor Team Leader- Wealth Management Job recruitment

Family Wealth Advisor Team Leader- Wealth Management (Job Number: 1109209)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

Incumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The UHNW Specialist will work in partnership with regional PM's but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Incumbent will be part of the new business deal team, playing a key role in developing sales strategy and presenting our offering to prospective UHNW clients. Will serve as the investment expert during the sales process and will stay directly involved with the client post close.

Incumbent will have expertise in a broad range of investment products and strategies, including those across all of BNY Mellon, and will be responsible for communication and ensuring appropriate implementation of such products and strategies in client portfolios. Also will be primarily responsible for articulation of Wealth Management best thinking on asset allocation, alternative investment strategies, hedging and derivatives strategies as well as planning strategies. Will also be responsible for ensuring consistent delivery and service level across clients. This includes managing/supervising a team of 2-3 Family Wealth Advisors. May be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars.

Qualifications

Specialized product knowledge typically gained through 15+ years experience in a portfolio management or specialty group a plus. Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, primarily MBA, JD and/or advanced degree in taxation planning. CFA and/or CFP designation preferred. Academic concentration in finance, investment analysis, statistical modeling, or mathematical focus preferred. Advanced investment, concentrated stock strategies and estate and financial planning. Series 7 and 63 preferred, if not current, future registration is required.

Primary Location: United States-USA-CA-Newport Beach

Other Locations
: United States-USA-Colorado-Denver, United States-USA-NY-New York, United States-USA-Nevada-Henderson, United States-USA-CA-San Francisco, United States-USA-Ohio-Cleveland, United States-USA-Texas-Dallas, United States-USA-Washington-Seattle, United States-USA-Illinois-Chicago, United States-USA-Georgia-Atlanta, United States-USA-CA-Los Angeles, United States-USA-New York
Internal Jobcode: 31293
Job: Wealth Management
Organization: Wealth Mgmt Intl Client Segm-HR06268