This position works with the Family Wealth Advisors and the Wealth Management Segments including Sales Officers, Portfolio Officers and other internal specialists. Provides analysis and compiles complex analytics for portfolio investment strategies and wealth strategies. Incumbent communicates and reports information both internally and externally using analysis, planning and forecasting tools and develops essential business presentations for internal and external audiences. Ability to identify new business opportunities Primary focus of their roles will be on our larger clients and prospects, $10MM and up. This position also entails project work on the development / education of analytical tools.
BA/BS degree in Business/Finance or equivalent experience required. 3-5 plus year s progressive business experience in financial services or related industry. Proven organizational and follow-up ability. Strong analytical and communication skills.. Seeking accreditations (preferred CFA/ CFP/EA/JD or related)
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.
Primary Location: United States-Pennsylvania-Pittsburgh Internal Jobcode: 28940 Job: Wealth Management Organization: Advice Planning and Fiduciary-HR16024 Requisition Number: 2102206