BNY Mellon Careers

Senior Director - Team Leader

Philadelphia, Pennsylvania
Wealth Management

Job Description

The Senior Director Team Leader leads a group of Wealth Managers and Sr. Wealth Managers responsible for an assigned group of client relationships. S/He, along with the team, serves as the trusted advisor to high net worth clients and their families and provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs. The Senior Director Team Leader will develop thoughtful strategies that enhance client service delivery and manage risk. The Team Leader is also responsible for managing the revenues and expenses of a cost center and all of the people assigned to that cost center. The incumbent will have previous leadership experience in the wealth management industry. Additionally, s/he will have a demonstrated track record of success working with referral partners including legal, accounting and insurance advisors. 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. Prior experience managing large and complex family relationships preferred. An advanced degree or professional certification 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-Pennsylvania-Philadelphia
Internal Jobcode: 01284
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1809453