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Senior Client Strategist in Mc Lean, VA

The Bank of New York Mellon Corporation

Mc Lean, VA 22101
6w ago
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specialty:

Account Management

experience:

11 - 15 years

Job Description


The Senior Client Strategist will focus on selling BNY Mellon Wealth Management's full suite of services to ultra-high net worth individuals primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers in the region. The Client Strategist seeks to help BNY Mellon grow its business by finding new clients whose wealth circumstances will be well served by BNY Mellon s unique value proposition in wealth advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration. The Client Strategist is assigned annual production goals and ranked against a peer group. Sales results will be based on client activity, ability to provide insightful solutions, and collaboration with internal partners. The Client Strategist will be responsible for closing sales and the transition of day-to

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Valid through: 2020-3-4

About BNY Mellon

The Bank of New York Mellon Corporation, commonly referred to as BNY Mellon, is an American worldwide banking and financial services corporation formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation.
Total Jobs:
147
Total Experts:
68
Average Pay:
$149,959
Total value of jobs:
$36,890,000
% Masters:
36%

BNY Mellon Photos

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