Vice President, Wealth Manager I

Vice President, Wealth Manager I

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.  

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We're seeking a future team member for the role of Vice President, Wealth Manager I to join our Wealth Management team. This role is located in Pittsburgh, PA.

In this role, you'll make an impact in the following ways:

• Provides comprehensive wealth management advice leveraging BNYM's Active Wealth framework.

• Responsible for managing, retaining and growing existing client relationships, and for self-sourcing new client relationships.

• Collaborates with and closes business sourced by Client Strategists. Independently manages a portfolio of small to medium size client relationships and serves in a consultative role to the client, advising as to the best way to achieve short- and long- term wealth management goals.

• Articulation of BNYM's Active Wealth framework and best investment thinking; clearly understanding and defining client goals and risk tolerance; modelling and forecasting investment proposals, including recommending optimal asset allocations; analyzing balance sheets for unrealized opportunities; aligning assets and liabilities to maximize tax efficiency; executing and proactively managing on an on-going basis.

• Will also collaborate and leverage other functional team members and investment professionals to ensure that all of BNY Mellon's wealth management capabilities are provided to our clients.

• Will have self-sourced IM and PB assets goals.

• May work with senior Wealth Managers on large, complex relationships. guidance to the Lead Analyst as needed.

• Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (small to medium size relationships).

• Manages overall relationship profitability of moderate to large-sized clients with increased complexity

To be successful in this role, we're seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required.

• Advanced/graduate degree preferred. 6+ years of total work experience preferred.

• Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.

• Strong analytical and problem-solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

At BNY, our culture speaks for itself. Here's a few of our awards:

• America's Most Innovative Companies, Fortune, 2024
• World's Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
• "Most Just Companies", Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg's Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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.