The Senior Director Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to our largest and most complex clients regarding investment, trust and estate, insurance, tax and banking needs. S/He works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Director - Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business.

Qualifications

The ideal candidate will have an undergraduate degree or equivalent work experience with at least 10+ years of experience in the investment management industry. Prior experience managing large and complex family relationships preferred. An advanced degree or professional certification preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Newport Beach
Internal Jobcode: 31078
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 2001038