Sr Director, Portfolio Management – Wealth Management Job recruitment
Sr Director, Portfolio Management - Wealth Management (Job Number: 1205012)
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 Senior Director - Portfolio Management is a highly seasoned portfolio manager who has successfully acquired, managed and retained the largest and most complex client relationships in Wealth Management. This individual is expected to be fully accountable for all investment aspects of the assigned account.
Qualifications
S/He must have the technical and communication skills to be an effective part of the client management and sales processes. Additionally, s/he must be able to articulate Wealth Management's philosophy and asset allocation process. BA/BS and an advanced degree or equivalent experience along with 8+ years of experience in the investment management industry is preferred. A professional certification (CFA, JD) is also preferred.
Primary Location: United States-USA-Connecticut-Greenwich
Internal Jobcode: 31078
Job: Wealth Management
Organization: Wealth Mgmt Tri-State US Mkts-HR09665