Director, Wealth Advisor

Job Description

At BNY, our culture allows us to run our company better and enables employee growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Location:

Newport Beach, CA.

• Serve as the lead relationship manager and primary point of contact for ultra‑high net worth client relationships.
• Drive face‑to‑face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 10‑12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer‑facing roles such as Sales Support, Global Capital Markets, or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
• Bi‑lingual capabilities and understanding of local/cultural nuances helpful for building client trust.
• No direct reports; provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. Base salary for this position is expected to be between $130,000 and $300,000 per year at the commencement of employment. Compensation may also include commission earnings, discretionary bonuses, short‑ and long‑term incentive packages, and Company‑sponsored benefit programs.

Additionally, we provide paid leaves, paid volunteer time, and other supportive benefits to help 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. BNY assesses market data to ensure a competitive compensation package for our employees.