Director, Wealth Manager

BNY Mellon Capital Markets, LLC; San Francisco (CA); On-site; USD 128,000 - 250,000; Full time

Job summary

An established industry player is seeking a dynamic Director of Wealth Management to lead client relationships and provide tailored financial solutions. This role requires a seasoned professional with over a decade of experience in wealth management, capable of managing complex client portfolios and driving business development. You will utilize a unique framework to help clients achieve their financial goals while collaborating with a high-performing team. Join a company recognized for its innovative culture and commitment to excellence, offering competitive compensation and a supportive work environment. If you are passionate about making a difference in clients' lives, this opportunity is for you.

Benefits

Flexible global resources

Paid volunteer time

Generous paid leaves

Health and wellbeing programs

Qualifications

• 10+ years of financial industry experience managing complex client relationships.
• Strong technological proficiency and experience with digital tools.

Responsibilities

• Provide comprehensive wealth management advice using BNY's Active Wealth framework.
• Build and manage relationships with high-net-worth clients.

Skills

Wealth Management

Client Relationship Management

Business Development

Financial Analysis

Technological Proficiency

Education

Bachelor’s Degree

Advanced/Graduate Degree

CFP Certification

CFA Certification

Tools

Wealth Online

Net Worth Statements

Advice Path

Job description

Join to apply for the Director, Wealth Manager role at BNY.

Job Description

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 create solutions with our clients that benefit businesses, communities, and people everywhere.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage, and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — we help clients in the U.S. and abroad achieve stronger after-tax performance.

We’re seeking a future team member for the role of Director, Wealth Manager to join our Wealth Management team. This role is located in San Francisco, CA - Hybrid.

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

• The Sr. Principal Wealth Manager is a senior leader and highly experienced wealth management professional who can interact and build a trusted advisor relationship with the firm’s largest, most sophisticated, and complex clients.
• Responsible for providing comprehensive wealth management advice and solutions using BNY’s Active Wealth framework: Invest, Borrow, Spend, Manage, Protect.
• Wealth Manager is accountable for bringing new, larger clients to the firm ($10m+), and effectively servicing, managing, retaining, and growing existing client relationships.
• WM will collaborate with opportunities sourced by Client Strategists to win new business.
• Wealth Manager serves as primary advisor and manages large and complex client relationships with a dedicated, high-performing support team (Associate Wealth Manager and Analyst).
• Responsibilities include, but are not limited to:
• Articulation of BNY Wealth Management’s Active Wealth framework and implementation of firm’s best investment thinking.
• Adoption of BNY’s digital and client service tools (Wealth Online, Net Worth Statements, Advice Path, etc.).
• Analyzing client balance sheets for unrealized opportunities and/or optimization.
• Collaborating and leveraging expertise from other functional team members and BNY investment professionals to ensure that all firm capabilities are provided to our clients.
• The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees.
• Active Wealth Management and Client Service- Frequent proactive interaction with clients, including multiple in-person client meetings per year. Serve as clients’ primary point of contact to BNY and responsible for ensuring that all firm resources are provided to clients using the Active Wealth framework.
• Business development- Demonstrate a business-development orientation and mindset. Annual self-sourced goals are expected to be met by leveraging strong existing client and Centre of Influence relationships by consistently and systematically asking for referrals.

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.
• Additional industry designations and certifications are a plus (CFP, CFA, etc.).
• 10+ years of financial industry experience preferred, primarily managing larger, more complex client relationships. Demonstrable experience and network within the high-net-worth client space.
• Experience working in a highly detail-oriented and fast-paced environment.
• Strong technological proficiency and adoption of firm’s digital tools is required.

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. 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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer.

The base salary for this position is expected to be between $128,200 and $250,000 per year. However, base salary if hired will be determined on an individualized basis, including as to experience and market location.

Seniority level

Director

Employment type

Full-time

Job function

Finance and Sales