Wealth Director III Job

Company Name:
BNY Mellon
Wealth Director III (Job Number: 1406656)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at .
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.
The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the high net worth market. The Director researches prospects financial picture to develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our clients wealth. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the bank for various activities (e.g. setting up accounts, facilitating transactions). Moreover, s/he will cross-sell relationship improvement opportunities to existing clients by providing pertinent client update information to partners within appropriate areas of the bank. Begins to represent personal financial planning in various business councils and task forces such as: personal fiduciary service, investment management, financial consulting as well as through visibility within the community by attending networking events and/or holding memberships within organizations which serve the high net worth population in the market.
The incumbent should possess 7+ years of related experience, preferably in financial services as well as 6-9 years of sales or relationship management experience. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $2 million or more, and have demonstrated a track record of sales success by achieving production goals. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.
We are an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Veterans
Primary Location: Henderson, NV, US
Other Location: ,,
Internal Jobcode: 03838
Job: Wealth Management
Organization: Wealth Mgmt West US Markets-HR09664
Req ID: 776141
Date: Tue, 06 05 2014 00:00:00 GMT
Country: US
State: NV
City: Henderson
Postal Code: 89002
Locale: en_US

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