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Senior Client Strategist

BNY Mellon
New York, United States
Posted 6 days ago Permanent Competitive
Senior Client Strategist
Overview

The Senior Client Strategist will focus on selling BNY Mellon Wealth Management's full suite of services to ultra-high net worth individuals primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers in the region. The Client Strategist seeks to help BNY Mellon grow its business by finding new clients whose wealth circumstances will be well served by BNY Mellon s unique value proposition in wealth advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration. The Client Strategist is assigned annual production goals and ranked against a peer group. Sales results will be based on client activity, ability to provide insightful solutions, and collaboration with internal partners. The Client Strategist will be responsible for closing sales and the transition of day-to-day management of the client to the designated Wealth Manager while continuing ongoing engagement with the client. In support of BNY Mellon Wealth Management s team based model, the Client Strategist will focus on winning new business, maintaining client relationships, and leveraging best practices of an efficient sales process, including preparation and post-calls with their team surrounding client discussions. Additionally, the Client Strategists are expected to engage in marketing strategies, regional campaigns, hosting events in the community, and being active participants in local professional networks to build and maintain their business. The incumbent will seek opportunities to mentor and add value to other team members and their professional growth.

Qualifications Individuals should possess 10+ years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management industry. Successful candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets. Ability to analyze complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree required. Additional certifications and advanced degree a plus.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

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.
Job ID  2100784
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