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THE BANK OF NEW YORK MELLON CORPORATION

Senior Wealth Director

THE BANK OF NEW YORK MELLON CORPORATION - Newport Beach, CA

The incumbent will focus on selling BNY Mellon Wealth Managements 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. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the business 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 business. Represents 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. As a senior individual contributor on the regional sales team, the Managing Director of Business Development may rely on this position for support on regional sales projects/initiatives and mentoring of junior Wealth Directors and Sales Support.

Qualifications

The incumbent should possess 10 years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry. Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospects advisors. Undergraduate degree or equivalent experience is preferred.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the worlds financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. Its the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: **********************

As one of the nations 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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Newport Beach

Internal Jobcode: 07735

Job: Wealth Management

Organization: WM US Markets-HR14164

Requisition Number: *******

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Job Type

Permanent

Job Reference

fa5ed6c79a32280

18 days 17 hours ago

THE BANK OF NEW YORK MELLON CORPORATION

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Senior Wealth Director THE BANK OF NEW YORK MELLON CORPORATION - Newport Beach, CA, United States

   

Location: Newport Beach, CA

Company Profile:
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. As of December 31, 2013, BNY Mellon had $27.6 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.