Director, Wealth Advisor

BNY; Newport Beach (CA); On-site; USD 130,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Paid volunteer time

Supportive benefits

Job summary

BNY is seeking a Director, Wealth Advisor in Newport Beach, CA. In this role, you will be the lead relationship manager for ultra-high net worth clients, driving client meetings and business development.

The position requires 10-12 years of financial services experience and a bachelor's degree. Competitive compensation ranges from $130,000 to $300,000 annually, with additional commission and benefits.

Qualifications

• 10-12 years of total work experience preferred, with financial services focus.
• Applicable local/regional licenses or certifications.
• Strong understanding of relevant marketplace and competitive landscape.

Responsibilities

• Serve as the lead relationship manager for ultra-high net worth clients.
• Drive client meetings and new business development.
• Oversee the team coverage model for client solutions.
• Develop and execute client strategies across various solutions.
• Deliver active wealth management services tailored to client needs.

Skills

Relationship management

Business development

Financial planning

Wealth management

Client strategies

Education

Bachelor’s degree or equivalent

Advanced/graduate degree preferred

Job description

Job Description

At BNY, our culture allows us to run our company better and enables employee growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Role: Director, Wealth Advisor

Location: Newport Beach, CA.

Key Responsibilities

• Serve as the lead relationship manager and primary point of contact for ultra‑high net worth client relationships.
• Drive face‑to‑face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 10‑12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer‑facing roles such as Sales Support, Global Capital Markets, or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
• Bi‑lingual capabilities and understanding of local/cultural nuances helpful for building client trust.
• No direct reports; provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

Benefits & Compensation

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. Base salary for this position is expected to be between $130,000 and $300,000 per year at the commencement of employment. Compensation may also include commission earnings, discretionary bonuses, short‑ and long‑term incentive packages, and Company‑sponsored benefit programs.

Additionally, we provide paid leaves, paid volunteer time, and other supportive benefits to help you and your family through moments that matter.

Equal Employment Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees.