The Regional Managing Director manages Wealth Management's product and service delivery in an assigned region, including direct responsibility for all client servicing activities and oversight of investment decisions pertaining to client accounts. S/He has management responsibility for all Wealth Managers and support staff in the assigned region.
In concert with the Regional President, s/he is responsible for the regional revenue, expenses and budgets, as well as development and execution of regional strategy. In this role, the incumbent will be expected to assess, identify and address risk related to BNY Mellon's role as a wealth management provider.
The ideal candidate will have an undergraduate degree or equivalent work experience with 10+ years of experience in the investment management industry, as well as advanced knowledge or experience consistent with an MBA and/or a CFA. A minimum of five years of experience in managing senior investment professionals or financial services professionals is preferred. Experience in strategy execution and budget management is also preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Texas-Houston
Internal Jobcode: 04490
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1910220
The Bank Of New York Mellon