Principal, Client Strategist

Overview

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

• 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.
• 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.
• 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 behaviours (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.
• 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

• 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.

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