The Senior Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs. Senior Wealth Advisors work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business. See More
The ideal candidate will have an undergraduate degree or equivalent work experience with 8+ years of equivalent experience in the investment management industry. Prior experience managing large and complex family relationships preferred. Advanced degree or professional certification expected.The ideal candidate will have an undergraduate degree or equivalent work experience with 8+ years of equivalent experience in the investment management industry. Prior experience managing large and complex family relationships preferred. Advanced degree or professional certification expected.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location: United States-California-San Francisco
Internal Jobcode: 05136
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2100457
Valid through: 3/18/2021