Regional Sales Office Supervisor – Wealth Management Job recruitment

Regional Sales Office Supervisor - Wealth Management (Job Number: 1204249)

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

The incumbent is responsible for the coordination and implementation of marketing programs developed by Wealth Management Marketing.

He/She plans and attends special events (seminars, receptions) and client programs (individual or firm presentations) and may attend community

functions on behalf of WM. He/She supervises the Sales Assistants in the offices within the Region and acts as senior staff support for the

Regional Sales functions; to insure the consistent high quality and compliant production of new account documentation as well as presentations

to clients throughout the Region. Assists in the preparation of the marketing budget for the Region, maintains various records and provides data

and management reports to various departments. Incumbent provides support for internal channel marketing within the region and may be

responsible for the centralized coordination of analysis and new account processing for all sales offices in the Region. Incumbent serves as a

common point of interface and liaison for sales and services to insure new accounts are processed timely and documented correctly and completely.

Qualifications

He/She will have a BA/BS in business or related discipline (or related experience). 5 years of financial industry experience with direct knowledge of

business lines to be supported, with 2 years of supervisory experience. Strong analytical and communication (oral/written) skills. Excellent organizational, multi-tasking, and project management skills. Must be proficient in Microsoft Office products with emphasis on Word, Excel and PowerPoint and Onyx.

Primary Location: United States-USA-CA-Los Angeles
Internal Jobcode: 02069
Job: Wealth Management
Organization: Wealth Mgmt National Sales-HR07365