Wealth Strategist, Team Leader - Wealth Management Job
BNY Mellon - Philadelphia, PA
Wealth Strategist, Team Leader - Wealth Management (Job Number: 1212306)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The Wealth Strategist Team Leader manages the Wealth Strategist team within Client Segments. This team works with Private Wealth Management Sales Officers and Sr. Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, technical expertise on IRA Accounts and related Retirement Planning expertise. Often called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. The team leader will have responsibility for managing team resources, ensuring appropriate WM regional coverage for external events and internal client meetings, planning and assessing compensation and performance of the Wealth Strategists.

Qualifications

Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD. CFP and/or CFA designation preferred. Specialized product knowledge typically gained through 10+ years experience in the management of a portfolio management or specialty group (i.e. Tax). Ability to communicate effectively with High Net Worth clients, strong presentation and relationship management skills.

GH: WM

Primary Location: United States-USA-PA-Philadelphia

Other Locations
: United States-USA-PA-Pittsburgh, United States-USA-Florida-West Palm Beach, United States-USA-Florida-Miami, United States-USA-Florida-Fort Lauderdale, United States-USA-MA-Boston, United States-USA-NY-New York
Internal Jobcode: 31646
Job: Wealth Management
Organization: Wealth Mgmt Intl & Client Segm-HR06268

BNY Mellon - 14 months ago - save job - block
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About this company
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Big Apple, meet Iron City. The Bank of New York Mellon (BNY Mellon) is the result of the 2007 marriage of Bank of New York and Mellon...