Director, Wealth Advisor

BNY Mellon; San Francisco (CA); On-site; USD 160,300 - 250,000; Full time

Benefits offered by this job

Flexible global resources

Competitive compensation

Paid volunteer time

Generous paid leave

Job summary

A leading financial services firm is seeking a Director, Wealth Advisor to lead relationships with ultra-high net worth clients in San Francisco or Menlo Park. This role includes driving new business development, executing client strategies, and overseeing relationship management. Ideal candidates will have a Bachelor's degree, 10-12 years of financial services experience, and applicable certifications. Competitive salary expected between $160,300 and $250,000 annually.

Qualifications

• 10-12 years of experience in financial services preferred.
• Experience focused on ultra-high net worth clients or related customer-facing roles.
• Applicable local licenses or certifications required.

Responsibilities

• Act as the lead relationship manager for ultra-high net worth clients.
• Drive client meetings and new business development.
• Develop and execute client strategies across various financial solutions.

Skills

Relationship management

Client development

Financial planning

Market understanding

Bilingual communication

Education

Bachelor's degree or equivalent

Advanced/graduate degree preferred

Job description

At BNY, our culture allows us to run our company better and enables employee's 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.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, or Menlo Park, CA.

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

• 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.

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

• 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.

At BNY, our culture speaks for itself, check out the latest BNY news at:

• BNY Newsroom
• BNY LinkedIn

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $160,300 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.