Director, Wealth Advisor

BNY Mellon

San Francisco, CA, United States
Base: $160,300 - $250,000 py; bonus/equity: commis...
On-site
Lead relationship manager for ultra-high net worth clients
Drive client meetings and new business development
Oversee team coverage model
Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships

Job Summary

  • Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
  • Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.

Salary

Base: $160,300 - $250,000 per year; Bonus/Equity: commission earnings, discretionary bonuses, short and long-term incentive packages; Benefits: generous paid leaves, including paid volunteer time

Skills & Requirements

Must-have

  • Lead relationship manager for ultra-high net worth clients
  • Drive client meetings and new business development
  • Oversee team coverage model
  • Deliver active wealth management services

Nice-to-have

  • Bi-lingual capabilities helpful
  • Understanding of local/cultural nuances
  • Guidance and mentorship to less experienced leads

Key Requirements

  • Bachelor's degree or equivalent combination of education and experience
  • 10-12 years of total work experience preferred
  • Applicable local/regional licenses or certifications

Work Rights

Not specified

Tailored Resume

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