Oversees all aspects of Private Wealth Management product, service, and sales delivery in an expansion or start up region. Full P&L responsibility for portfolio management and sales in region. Management of staff (typically 10-30 employees including indirect reports). Development of regional strategy and execution. Reporting to a National Director, the President of the Region will participate in the determination of the business' overall strategic plan and will lead the translation and implementation of that plan into a regional strategy to increase market share and profitability. The Regional President will also work with The Bank of New York Mellon's separate Investment Policy Group to develop investment policies and programs that maximize portfolio performance consistent with client objectives. Ten years or more experience in investment management/financial services industry preferred; but may also be an individual with high business/community profile, consistent with heading up a foundation, professional services firm or cultural institutional with asset management knowledge.

Qualifications

Knowledge consistent with a bachelor s degree as well as advanced knowledge or experience consistent with MBA and/or CFA. May also have Juris Doctorate. Minimum five years experience in managing senior professionals, preferably investment or financial services professionals. Proven ability to develop and execute strategy including units over which incumbent does not have direct management responsibility, as well as proven track record of P&L management/growth.
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.

Primary Location: United States-California-Newport Beach
Internal Jobcode: 05439
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2006119