Senior Wealth Manager I, WMS

BNY Mellon Investment Management
Pittsburgh, USA
Sep 14, 2019
Sep 29, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The Senior Wealth Manager I, WMS will be the trusted advisor to Wealth Management Select clients. The incumbent will be the sole manager assigned to these client relationships and will be required to have the technical skills and knowledge necessary to handle all administration issues as well as management of the investment portfolio. S/he will look for revenue opportunities while eliminating/reducing expenses/charge-offs in their own book of accounts. The incumbent will also assist the Senior Director in developing policies and procedures to enhance client service and improve productivity and will assist junior team members in developing good client service skills and improving their investment management expertise. The incumbent will be expected to assess, identify and address risk related to BNY Mellon s role as a fiduciary in addition to interacting directly with clients/beneficiaries to address questions and resolve outstanding issues and assist Wealth Managers adhere to BNY Mellon risk and compliance standards.


The ideal candidate will have a Bachelor's degree or equivalent work experience. S/He will have at least 5+ years of experience in the investment and fiduciary management industry or equivalent work experience. S/He should have experience successfully managing client relationships. Progress towards an advanced degree or professional credentials: CFA, CFO or CTFA is preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 05355
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1912944

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