Sales Director
Sales Director - Wealth Management (Job Number: 1208405)
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 will focus on selling BNY Mellon's Wealth Management investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates.
Qualifications
* The incumbent should possess 7+ years of related experience, preferably in financial services.
* Emphasis is given to experience in relationship sales.
* Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large
* foundations and endowments, family offices or institutions with charitable planning giving needs.
* The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors.
* Undergraduate degree or equivalent experience in preferred.
Primary Location: United States-USA-PA-Philadelphia
Internal Jobcode: 03838
Job: Wealth Management
Organization: Wealth Mgmt East US Markets-HR06266
Leave a Reply
You must be logged in to post a comment.