CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Job Summary: Through an apprenticeship with a Senior Wealth Director, and support of regional management, the incumbent will continue to develop the skills, knowledge and experience to 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 centers of influence. Post the completion of this program, s/he will be responsible for achieving revenue goals, generating their own leads, and managing the sales process through closure. Additionally, the incumbent will be responsible for transition of the day-to-day management of the client to designated Portfolio Wealth Manager. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the bank 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 bank.
Qualifications Qualifications: The incumbent should possess 3+ years of related experience, preferably in financial services, or equivalent advance degree. Good problem solving skills and the ability to understand complex problems a must with previous experience performing sales in complex industries preferable. Successful candidates must be able to engage with high net worth individuals, clients with investable assets averaging over $10 million. The sales process entails detailed analysis of financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. The incumbent should also be very structured with a high attention to detail that facilitates their consistent and diligent follow through. 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: 02308 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 1609566