The Senior Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs. Senior Wealth Advisors work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business.
The ideal candidate will have an undergraduate degree or equivalent work experience with 8+ years of equivalent experience in the investment management industry. Prior experience managing large and complex family relationships preferred. Advanced degree or professional certification expected. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 05136 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 1914196
Anonymized data is stored for redirects to the career site tracking successful searches leading to job applications in effort to measure effectiveness of partners in sourcing job candidates and job searches. We request use of anonymized data to improve your experience on our site.