Associate Client Strategist-Client Strategist Development Program

Job Description

Program Description:


BNY Mellon Wealth Management’s Client Strategist Development Program is a comprehensive sales career and skills development program designed to identify and develop future Client Strategist for BNY Mellon’s Wealth Management division.


The program extends over two (2) years and will provide both education and hands-on experience needed for a successful career as a Client Strategist at BNY Mellon. Program participants will develop a comprehensive understanding of the success factors required in relationship management and business development. The incumbent will be provided mentorship with hands on exposure, continuing education through coursework to develop the skills, knowledge and experience to provide BNY Mellon Wealth Management investment solutions to high-net worth individuals.


Job Summary:

Through an apprenticeship with a Senior Client Strategist, and support of regional management, the incumbent will continue to develop the skills, knowledge and experience to focus on selling BNY Mellon Wealth Management's investment services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence. Post the completion of this program, s/he will be responsible for achieving revenue goals, generating their own leads, and managing the sales process through closure. Additionally, the incumbent will be responsible for transition of the day-to-day management of the client to designated Portfolio Wealth Manager.








The incumbent should possess 5+ years of related experience, preferably in financial services, or equivalent advance degree. Good problem solving skills and the ability to understand complex problems a must with previous experience performing sales in complex industries preferable. Successful candidates must be able to engage with high net worth individuals, clients with investable assets averaging over $10 million. The sales process entails detailed analysis of financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. The incumbent should also be very structured with a high attention to detail that facilitates their consistent and diligent follow through.






BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Illinois-Chicago
Internal Jobcode: 02308
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1912956