Director, Wealth Manager

Job Description

Principal Wealth Manager

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

We’re seeking a future team member for the role of Principal Wealth Manager to join our BNY Wealth team. This role is located in Pittsburgh, PA– HYBRID.

In this role, you’ll make an impact in the following ways:

• The Principal Wealth Manager is a senior leader and highly experienced wealth management professional who can interact and build a trusted advisor relationship with the firm’s largest, most sophisticated, and complex clients.
• Responsible for providing comprehensive wealth management advice and solutions using BNYM’s Active Wealth framework: Invest, Borrow, Spend, Manage, Protect.
• Wealth Manager is accountable for bringing new, larger clients to the firm ($10m+), and effectively servicing, managing, retaining, and growing existing client relationships.
• WM will also collaborate with opportunities sourced by Client Strategists to win new business.
• Wealth Manager serves as primary advisor and manages large and complex client relationships with dedicated, high performing support team (Associate Wealth Manager and Analyst). Responsibilities include, but are not limited to: Articulation of BNY Mellon Wealth Management’s Active Wealth framework and implementation of firm’s best investment thinking; adoption of BNYM’s digital and client service tools (Wealth Online, Net Worth Statements, Advice Path, etc.); analyzing client balance sheets for unrealized opportunities and/or optimization; collaborating and leveraging expertise from other functional team members and BNYM investment professionals to ensure that all firm capabilities are provided to our clients.
• The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees.
• Active Wealth Management and Client Service- Frequent proactive interaction with clients, including multiple in-person client meetings per year. Serve as clients’ primary point of contact to BNYM and responsible for ensuring that all firm resources are provided to clients using the Active Wealth framework.
• Business development- Demonstrate a business-development orientation and mindset. Annual self-sourced goals and are expected to be met by leveraging strong existing client and Centre of Influence relationships by consistently and systematically asking for referrals.
  
  

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• Additional industry designations and certifications are a plus (CFP, CFA, etc.).
• 10+ years of financial industry experience preferred, primarily managing larger, more complex client relationships. Demonstrable experience and network within in high-net-worth client space and with advisors who support this level of sophisticated clients (T&E attorneys, M&A attorneys, Corporate Attorneys, HNW CPAs).
• Experience working in a highly detail oriented and fast paced environment. Strong technological proficiency and adoption of firm’s digital tools is required.
  
  

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
  
  

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

About Us

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 & 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.

About The Team

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.