Principal, Client Strategist

BNY Mellon
Chicago, USA
24 Nov 2022
08 Dec 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Senior Client Strategist will focus on offering BNY Mellon Wealth Management's full suite of services to ultra-high net worth individuals 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 Client Strategist seeks to help BNY Mellon drive growth by finding new clients whose wealth circumstances will be well served by BNY Mellon s unique value proposition in wealth advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration. The Senior Client Strategist is assigned annual production goals and ranked against a peer group. Sales results will be based on client activity, ability to provide insightful solutions, and collaboration with internal partners. For new clients to BNY Mellon, the Senior Client Strategist will have the primary responsibility for developing new business and working with the team to determine the best coverage model and client lead for day-to-day management. The Senior Client Strategist will stay involved as required by the relationship team in order to deepen, broaden, and support the relationship while developing additional opportunities through the client's COIs and personal network for referrals, while also cultivating external and internal referral sources. The Senior Client Strategist will leverage best practices for an efficient sales process, including preparation and post-calls with their team surrounding client discussions. Additionally, the Senior Client Strategists are expected to engage in marketing strategies, regional campaigns, hosting events in the community, and being active participants in local professional networks to build and maintain their business. The individual will seek opportunities to partner with, share their national practice expertise and add value to other team members and their professional growth. 'The Senior Client Strategist will be expected to meet or exceed the performance expectations established for the role. Individual will focus on new business growth and client expansion by helping their clients achieve their strategic vision. He/She will build and maintain a portfolio of clients with average total investable assets > $25M and deliver comprehensive wealth management advice and solutions to clients. Senior Client Strategist will acquire a significant percentage of new business by having a well established reputation as a top advisor in the market, being active in the community and prospecting in the target market. Must have the ability to engage Family Office, Investor Solutions, and other Lines of Business across the firm in their practice. Practice Development - -Demonstrate pipeline growth and opportunity advancement -Exhibit best practices and behaviors (PACES/Team PACES, Active Wealth) -Tracks and reports on business development results and corresponding activity Team-Based Behaviors - Ability to implement a new business development strategy through a team based approach -Contribute to existing relationships and participation in Wealth Management activities (calls, trainings, etc.) -Assist BNYM partners with client retention and new sales opportunities -Team Precall/Postcall discipline and inclusive participation -COI joint calling efforts -Partner with and share knowledge of national practice to other members of the sales team to help coach and develop Risk Management - Ensure all policies, procedures, and regulations are properly followed and executed on -Adherence to risk policies and absence of risk events tied to client and / or sales activities Ability to partner with and share knowledge/expertise with local sales teams and wealth managers. MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTS Undergraduate degree required. Additional certifications and advanced degree a plus. 10+ years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management industry. Successful candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets and demonstrate stellar team-building skills. Ability to analyze complex financial situations in order to propose the appropriate services to the client/prospect and the client/prospect's advisors.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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