Director, Wealth Advisor

Description

Summary: BNY is seeking a Director, Wealth Advisor to join their Wealth Management team, serving as the lead relationship manager for ultra-high net worth client relationships. Highlights: 1. Lead relationship manager for ultra-high net worth clients 2. Drive new business development and client engagement 3. Develop and execute comprehensive wealth strategies Apply Now At BNY, our culture allows us to run our company better and enables employee's growth and success. As a leading global financial services company the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collabore with clients, driving transformive solutions th redefine industries and uplift communities worldwide.  Recognized as a top destinion for innovors, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is wh #LifeAtBNY is all about. Join us and be part of something extraordinary.  We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is loced in San Francisco, or Menlo Park, CA. In this role, you'll make an impact in the following ways:  Serve as the lead relionship manager and primary point of contact for ultra-high net worth client relionships.  Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.  Oversee the team coverage model, ensuring approprie specialists are engaged for each relionship to deliver comprehensive solutions.  Develop and execute client stregies across wealth advisory, financial planning, banking, trust, and other reled solutions.  Deliver active wealth management services, including preparion of balance sheets and execution of wealth projects tailored to client needs.   To be successful in this role, we’re seeking the following: Bachelor’s degree or equivalent combinion of educion and experience required; advanced/gradue degree preferred. 10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in reled customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Applicable local/regional licenses or certificions as required by the business. Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred. Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordinion of coverage for country, enterprise, or major accounts.   At BNY, our culture speaks for itself, check out the lest BNY news : BNY Newsroom BNY LinkedIn   Here’s a few of our recent awards: America’s Most Innovive Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025   Our Benefits and Rewards: BNY offers highly competitive compension, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, th can support you and your family through moments th mter. BNY is an Equal Employment Opportunity/Affirmive Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market da to ensure a competitive compension package for our employees. The base salary for this position is expected to be between $127,000 and $250,000 per year the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market locion, and is only part of the BNY total compension package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.  This position is -will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compension) any time, including for reasons reled to individual performance, change in geographic locion, Company or individual department/team performance, and market factors. Apply Now