BNY Mellon Careers
Senior Wealth Analyst - Juris Doctorate - Estate Planning
This position works closely with a Family Wealth Strategist, as well as, Family Wealth Advisors and the Wealth Management Segments including Sales Officers, Portfolio Officers and other internal specialists. Provides analysis and compiles complex analytics for portfolio investment strategies with a heavy focus on wealth strategies- specifically reviewing estate & trust documents, developing strategies to minimize income and estate tax liabilities, etc. Incumbent communicates and reports information both internally and externally using analysis, planning and forecasting tools and develops essential business presentations for internal and external audiences. Ability to identify new business opportunities Primary focus of their roles will be on our larger clients and prospects, $10MM and up. This position also entails project work on the development / education of analytical tools.
BA/BS degree in Business/Finance or equivalent experience required. 3 plus years progressive business experience in financial services or related industry trust and estate law firm. Proven organizational and follow-up ability. Strong analytical and communication skills.. Seeking accreditations, highly prefer a JD or CFP (preferred CFA/ CFP/EA/JD or related)
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-California-Los Angeles
Internal Jobcode: 28940
Job: Wealth Management
Organization: Advice Planning and Fiduciary-HR16024
Requisition Number: 1910953