Senior Sales Director - Wealth Management Job in USA-FL-Miami

Senior Sales Director - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  USA-FL-Miami

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Jan 26, 2013

• eFC Ref no

  1152410

See Job Description

Senior Sales Director - Wealth Management (Job Number: 1204943)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent will 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 sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the high net worth market. The Director researches prospects financial picture to develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our clients wealth. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure.Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. 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. Represents personal financial planning in various business councils and task forces such as: personal fiduciary service, investment management, financial consulting as well as through visibility within the community by attending networking events and/or holding memberships within organizations which serve the high net worth population in the market. As a senior individual contributor on the regional sales team, this Sales Manager may rely on this position for support on regional sales projects/initiatives and mentoring of junior sales associates.The incumbent should possess 10+ years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry. Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.

Qualifications

The incumbent should possess 10+ years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry. Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.

Primary Location: United States-USA-Florida-Miami

Other Locations
: United States-USA-Florida-West Palm Beach, United States-USA-Florida-Fort Lauderdale, United States-USA-Florida-Boca Raton

Internal Jobcode: 07735

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266