BNY Mellon Careers

Relationship Manager II - Family Office

Newport Beach, California
Wealth Management


Job Description

The Relationship Manager II will have responsibility for the administration of medium-large Family Office client relationships and will work closely with family offices, individual clients and their advisors. S/he will handle all administrative, fiduciary, multi-generational, accounting and tax issues on assigned accounts. S/He must also possess the technical and communication skills to enable him/her to participate in the sales process and service delivery for new Family Office relationships.

Qualifications

Bachelor's degree, or equivalent experience, and at least 5-7 years of experience in the investment/fiduciary management industry.

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-California-Newport Beach
Internal Jobcode: 08292
Job: Wealth Management
Organization: Family Office-HR15014
Requisition Number: 1713328