Sales Director - Wealth Management Job Philadelphia, MS

Sales Director - Wealth Management Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  Philadelphia, MS

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Feb 10, 2013

• eFC Ref no

  1152413

See Job Description

Sales Director - Wealth Management (Job Number: 1208405)

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's Wealth Management investment services to high net worth individuals primarily through

face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own

leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day

management of the client to designated Portfolio Officer. In addition, incumbent will enable development of junior associates.

Qualifications

*
The incumbent should possess 7+ years of related experience, preferably in financial services.

*
Emphasis is given to experience in relationship sales.

*
Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large

*
foundations and endowments, family offices or institutions with charitable planning giving needs.

*
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 in preferred.

Primary Location: United States-USA-PA-Philadelphia

Internal Jobcode: 03838

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266

Private Banker Job Philadelphia, MS

Private Banker Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  Philadelphia, MS

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Feb 10, 2013

• eFC Ref no

  1152418

See Job Description

Private Banker (Job Number: 1209292)

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 Private Banker will be responsible for developing new and managing existing high net worth Wealth Management clients/accounts in order to maximize banking sales, to develop prospect relationships, and to enhance/grow/retain client relationships. The incumbent is responsible for attainment of sales and financial goals including deposits, loans, brokerage-based and fee-based products and the operating income attendant to these sales. The incumbent works with Wealth Management colleagues and other groups in the Corporation in developing and broadening client business relationships with the Corporation. This position is intended for highly experienced Private Bankers who are excellent business developers. Incumbent will deal with the most complex and sensitive borrowings and relationships. Will work in tandem with Private Banking Regional Director to ensure Region's profitability/production goals are met.

Qualifications

*
Candidates are required to possess Series 7 and 63 licenses or obtain such licenses within the first six months of employment.

* Undergraduate and/or Graduate Degree preferred.
*
15 years banking experience preferably in a commercial credit environment handling high end credit relationships; Formal Credit Training or equivalent work experience required.

EFC: WM

Primary Location: United States-USA-PA-Philadelphia

Internal Jobcode: 03964

Job: Wealth Management

Organization: Private Banking-HR06673

Portfolio Officer I Job Philadelphia, MS

Portfolio Officer I Job

• Company

  THE BANK OF NEW YORK MELLON CORPORATION

• Location

  Philadelphia, MS

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Feb 10, 2013

• eFC Ref no

  1152421

See Job Description

Portfolio Officer I (Job Number: 1205540)

Description

A member of the team structure within Investment Management and Trust, the Senior Portfolio Officer has primary responsibility for assigned relationships. For the most part, these relationships are larger and sensitive. As a senior officer, the senior portfolio officer will work closely with the Team Leader to assist in managing the revenues and expenses of the team. The incumbent takes an active role in department-wide activities which lead to an enhancement of overall client service and increased productivity. The incumbent meets with clients to formulate account objectives and administrative requirements and maintains a continuous program of oral and written communication to verify client objectives and report on our performance in meeting these objectives. Also, he/she manages discrete projects division-wide. The incumbent must be able to articulate MPAM's equity, fixed income, and investment process as well as the asset allocation process.The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry. S/He should have experience managing successfully larger, more sensitive client relationships. Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

Qualifications

* The qualified candidate will have a Bachelor's or advanced degree with 6 - 8 years of experience in the investment/fiduciary management industry.
* S/He should have experience managing successfully larger, more sensitive client relationships.
* Specialized credentials: CFA, CFP, CTFA, and National Graduate Trust School.

EFC:WM

Primary Location: United States-USA-PA-Philadelphia

Internal Jobcode: 01259

Job: Wealth Management

Organization: Wealth Mgmt East US Markets-HR06266