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Senior Wealth Director
The Bank of New York Mellon
Boston, MA, United States
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The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer.
Qualifications
The incumbent should possess 9+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. The candidate is required to possess Series 7 and 63 licenses or obtain such licenses within the first six months of employment. The candidate will be offering Private placement products through MBSC Securities Corporation.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.