1+ months

Senior Principal, Wealth Management Administration & Planning

BNY Mellon
New York, NY 10007

Initiates, defines, leads andprioritizes strategic initiatives with major impact on the Wealth Management business,often insupport ofor acting as proxy for the Wealth ManagementChief Executive Officer.

  • Initiates, defines and leads the most complex projects of strategic importance to the business and across multiple domain areas: budgeting, business planning, risk, regulatory compliance, communications, policy development, change management and process improvement.
  • Oversees project implementations and provides regular feedback to senior leaders. Proactively identifies project roadblocks or unprecedented, complex problems, develops solutions and follows through to implementation.
  • Leads strategic and far-reaching initiatives within Wealth Management. Works closely with Senior Management including C-Suite executives to understand their needs and develop and implement appropriate guidance, direction, and communication in place ofthe executive.
  • Leads across the Wealth Managementmanagement team to implement and enforce policies, standards, and processes that require an advanced knowledge of key business or function roles and organizational design.
  • AdvisesWealth Management leaderson business-led programs such as people-related management, global location strategy, meeting management, etc. Develops, leads and implements Wealth Management strategy for resource allocation and project staffing.
  • Contributes to the achievement of functional/ business unit objectives.


  • Bachelor's degree in a related discipline or equivalent combination of education and experience required; MBA preferred
  • 12-15 years of experience in financial services or business partner function preferred, at least 5 years in project management or applicable business or function and cost-effective budgetary responsibility; experience in the securities industry is 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: 70704
Job: Wealth Management
Organization: WM COO-HR10786
Requisition Number: 1909262


Posted: 2019-06-21 Expires: 2020-03-18

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Senior Principal, Wealth Management Administration & Planning

BNY Mellon
New York, NY 10007

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