BNY Mellon Careers

Wealth Strategist - Wealth Management

New York, New York
Wealth Management


Job Description

The Wealth Strategist works with Senior Wealth Strategists and the Wealth Management Segments including Wealth Directors, Wealth Managers and other internal specialists in their work with clients and prospects, as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Wealth Transfer strategies and, Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, and technical expertise on IRA Accounts and related Retirement Planning strategies. The main focus of their role will be supporting Senior Wealth Strategists on our larger clients and prospects, $20MM and up total net worth or minimum opportunity size of $10mm, and as a primary strategist for the under $20mm. Incumbent will also be responsible for communicating updates to and educating the Wealth Management Segments on pertinent estate planning and tax changes and trends. May be called upon to represent the organization externally, speaking at client, COI and professional seminars.

Qualifications

Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD. 3-5 plus years progressive business experience at a law firm or in the financial services or related industry. Ability to communicate effectively with HNW clients, strong presentation and relationship management skills.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-New York-New York
Internal Jobcode: 33421
Job: Wealth Management
Organization: Advice Planning and Fiduciary-HR16024
Requisition Number: 1607730