BNY Mellon Careers

Regional Managing Director

San Diego, California
Wealth Management

Job Description

The Regional Managing Director manages Wealth Management's product and service delivery in an assigned region, including direct responsibility for all client servicing activities and oversight of investment decisions pertaining to client accounts. S/He has management responsibility for all Wealth Managers and support staff in the assigned region. In concert with the Regional President, s/he is responsible for the regional revenue, expenses and budgets, as well as development and execution of regional strategy. In this role, the incumbent will be expected to assess, identify and address risk related to BNY Mellon's role as a wealth management provider.


The ideal candidate will have an undergraduate degree or equivalent work experience with 10+ years of experience in the investment management industry, as well as advanced knowledge or experience consistent with an MBA and/or a CFA. A minimum of five years of experience in managing senior investment professionals or financial services professionals is preferred. Experience in strategy execution and budget management is also preferred.

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:

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-San Diego
Internal Jobcode: 04490
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1802289