Incumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The Family Wealth Advisor will work in partnership with regional PM's but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients.
As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Incumbent will be part of the new business deal team, playing a key role in developing sales strategy and presenting our offering to prospective UHNW clients.
Will serve as the investment expert during the sales process and will stay directly involved with the client post close. May be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars.
Bachelors Degree. Advanced Degree (MBA, CFA, JD, Tax) preferred. 15 years experience. 15+ years preferred.
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: 31293
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1912312
The Bank Of New York Mellon