BNY Mellon Careers

Senior Wealth Director-Nonprofits

Boston, Massachusetts
Wealth Management


Job Description

The incumbent will focus on selling BNY Mellon Wealth Management's investment and administrative services to nonprofit organizations primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates, including Wealth Directors and Sales Support.

Qualifications

The incumbent should possess 8+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with clients with investable assets of $ 5 million or more in planned giving programs, and/or large foundations and endowments. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in 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: 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-Massachusetts-Boston
Internal Jobcode: 07735
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1803921