BNY Mellon Careers

Associate Wealth Manager, WMS

Philadelphia, Pennsylvania
Wealth Management

Job Description

The Associate Wealth Manager, WMS works with the Wealth Managers, WMS to manage assigned client relationships regarding personal trust, estate, charitable, pension and institutional trusts. The incumbent under the Wealth Managers, WMS supervision will be fully responsible for the administration and investment management of assigned client relationships. The incumbent will maintain good client contact by verifying client objectives and analyzing investment performance. The incumbent will retain growing relationships by integrating fiduciary knowledge/principles to best support the client s objectives. The incumbent will be expected to assess, identify and address risk related to BNY Mellon s role as a fiduciary in addition to interacting directly with clients/beneficiaries to address questions and resolve outstanding issues.


The ideal candidate will have a Bachelor's degree or equivalent work experience. S/He will have at least 2-4 years of experience in the investment and fiduciary management industry or equivalent work experience. Progress towards an advanced degree or CFA is preferred.

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: 05357
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1906574