Senior Director, Wealth Manager

Job Description

The Senior Director, Wealth Manager is reserved for those who have demonstrated a mastery of the function and have achieved demonstrated performance standards as outlined by the National Head of Wealth Management US Markets. Nominees for the Level S role would be proposed by a Regional President and reviewed/approved by the National Head of US Markets and CEO of Wealth Management on an annual basis (or in rare cases at the time of hire).

The incumbent is a highly experienced wealth management professional who can interact and build a trusted advisor relationship with the firm's largest, most sophisticated, and complex clients. They are responsible for providing comprehensive wealth management advice and solutions using BNYM's Active Wealth framework:
Invest, Borrow, Spend, Manage, Protect. The incumbent will have specific results‑based goals as outlined by the National Head of US Markets and will be accountable for bringing new, larger clients to the firm ($10m+), and effectively servicing, managing, retaining, and growing existing client relationships.

• 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.); analysing 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 clients.

• 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 (45%):
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 (55%):
Demonstrate a business‑development orientation and mindset. Meet annual self‑sourced goals by leveraging strong existing client and Centre of Influence relationships, consistently and systematically asking for referrals. Modified based upon local regulations/requirements.

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.). 15+ years of financial industry experience preferred, primarily managing larger, more complex client relationships. Demonstrable experience and network within 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.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. The compensation package includes a base salary, eligibility for an annual discretionary incentive award, and participation in a 401(k) plan, medical, dental, vision, and basic life insurance plans for employees and their eligible dependents. Other benefits may include paid time off (vacation, sick time), paid volunteer time, and family‑friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities, Females, Individuals with Disabilities, and Protected Veterans are encouraged to apply. BNY retains the right to modify compensation at any time, including for reasons related to performance or market factors.