BNY Mellon Careers

Private Banker-Wealth Management Advisor Channel

San Francisco, California
Wealth Management

Job Description

The incumbent will work with BNY Mellon advisor channels (Pershing) and their outside advisor clients (Registered Investment Advisors, Independent Investment Advisors, and/or Broker Dealers) in developing and broadening high net worth business relationships. The qualified candidate will work with the Pershing sales and relationship teams to provide private bank lending, deposit and self-directed brokerage services to the clients and prospects of Registered Investment Advisors, Independent Advisors and/or Broker Dealers. The incumbent is responsible for attainment of business targets including loans, deposits, and brokerage-based products and the revenue attendant to these sales. This position is intended for experienced Private Bankers with a proven track record of successful business development in the brokerage and/or RIA channel. Incumbent will work in tandem with Regional Director - Private Banking Advisor Channel to ensure group s overall profitability/production goals are met. Candidate must have a proven background in secured lending and an understanding of credit policies and underwriting procedures. The individual must possess strong verbal and written communication skills; the ability to work collaboratively in a team environment and be a positive influence; be detail-oriented and adept at problem solving and be comfortable in working in a fast-paced environment.


Undergraduate and/or MBA preferred with a minimum 10 years of banking experience working directly with advisors. Completion of a formal credit training program or equivalent work experience required. Candidates must possess Series 7 and 63 licenses or obtain such licenses within the first six months of employment. Travel is required.

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 Francisco
Internal Jobcode: 32133
Job: Wealth Management
Organization: WM Private Banking-HR14968
Requisition Number: 1808723

Tags: EFC:US: 26-A, 26-B, 26-D