The Senior Client Strategist, Family Office will focus on selling BNY Mellon Wealth Management's full suite of services primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers in the region. The Client Strategist is assigned annual production goals and ranked against a peer group. Sales results will be based on client activity, ability to provide insightful solutions, and collaboration with internal partners. The Client Strategist will be responsible for closing sales and the transition of day-to-day management of the client to the designated Wealth Manager while continuing ongoing engagement with the client. In support of BNY Mellon Wealth Managements team based model, the Client Strategist will focus on winning new business, maintaining client relationships, and leveraging best practices of an efficient sales process, including preparation and post-calls with their team surrounding client discussions. Additionally, the Client Strategists are expected to engage in marketing strategies, regional campaigns, hosting events in the community, and being active participants in local professional networks to build and maintain their business. The incumbent will seek opportunities to mentor and add value to other team members and their professional growth.
Qualifications Individuals should possess 10+ years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management industry. Successful candidates must have experience advising family offices with assets over $25M to $1B+. Ability to analyze complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree required. Additional certifications and advanced degree a plus.
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-New York-New York Internal Jobcode: 80036 Job: Wealth Management Organization: Family Office-HR15014 Requisition Number: 2103762