The incumbent oversees all aspects of Bank of New York Mellon Private Asset Management product and service delivery in region, including direct responsibility for all client servicing activities and oversight of investment decisions in client accounts. Directly manages all portfolio management personnel in region. Full responsibility for revenues and expenses and budgets for portfolio management in region. Development of regional strategy and execution in concert with other MPAM units including sales, small accounts, custody, estate settlement, fees and wealth management. The qualified candidate will have ten years or more experience in investment management/financial services industry.
QualificationsKnowledge consistent with a bachelor's degree as well as advanced knowledge or experience consistent with MBA and/or CFA. May also have Juris Doctorate. Minimum five years experience in managing senior investment professionals or financial services professionals. Proven ability to develop and execute strategy including units over which incumbent does not have direct management responsibility, as well as proven track record of budget management.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location: United States-Florida-Miami
Internal Jobcode: 04489
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2006918