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Senior Advisor, Client Strategist
Overview The Senior Advisor, Client Strategist will focus on offering BNY Mellon Wealth Management's full-suite of services to ultra-high net worth individuals and institutions primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers. The Senior Advisor Client Strategist seeks to help BNY Mellon drive growth by identifying new clients who will be well served by BNY Mellon's unique value proposition in wealth and investment advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration. The Senior Advisor Client Strategist is an elite role within the firm an


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