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The Wealth Manager I, WMS will be the trusted advisor to our Wealth Management Select fiduciary and agency clients. The incumbent will be the sole manager assigned to these client relationships and will be required to have the technical skills and knowledge necessary to handle all administration issues as well as management of the investment portfolio. S/He will look for revenue opportunities while eliminating/reducing expenses/charge-offs in their own book of accounts. The incumbent will be expected to assess, identify and address risk related to BNY Mellon s role as a fiduciary in addition to interacting directly with clients/beneficiaries to address questions and resolve outstanding issues.
Qualifications The ideal candidate will have a Bachelor's degree or equivalent work experience. S/He will have at least 3-5 years of experience in the investment and fiduciary management industry or equivalent work experience. Progress towards an advanced degree or CFA is preferred BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh Internal Jobcode: 05356 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 1813949
Internal Number: 4625091
About BNY Mellon Investment Management
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