Senior Wealth Strategist

Sr. Wealth Strategist The Wealth Strategist works with Private Wealth Management Sales Officers and Sr. Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, technical expertise on IRA Accounts and related Retirement Planning expertise. Often called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD. CFP and/or CFA designation preferred. Specialized product knowledge typically gained through 10+ years experience in the management of a portfolio management or specialty group (i.e. Tax). Ability to communicate effectively with HNW clients, strong presentation and relationship management skills.
Primary Location: United States-USA-Illinois-Chicago
Work Locations:
Job: Wealth Management
Organization: BNY MELLON