1+ months
2018-06-062018-09-09

Sr. Director - Wealth Manager (International- LatAm focus)

BNY Mellon
Multiple
The Senior Director Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive proactive guidance to our largest and most complex international clients (with a Latin American focus) regarding investment, trust and estate, insurance, tax and banking needs. S/He works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firms resources on behalf of the client. Additionally, the Sr. Director - Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firms relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business.

Qualifications

The ideal candidate will have an undergraduate degree or equivalent work experience with at least 10+ years of experience in the investment management industry. Prior experience managing large and complex international family relationships, as well as international fiduciary structures preferred. An advanced degree/MBA or professional certification (CFA/CFP) preferred. Candidate should be a team player capable of mentoring younger wealth managers. International travel required. appropriate LatAm languages preferred. Flexibility of New York or Miami location. *LI-ES1 *LI-EG1

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 world's 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. It's 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: bnymellon.com/careers.

As one of the nation's 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-New York-New York
Internal Jobcode: 31078
Job: Wealth Management
Organization: International WM-HR09765
Requisition Number: 1808357
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Sr. Director - Wealth Manager (International- LatAm focus)

BNY Mellon
Multiple

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