Senior Principal, Client Strategist

Overview

The Director 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 Principal 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 Principal 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 Principal 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 Principal 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. They will leverage best practices for an efficient sales process, including preparation and post-calls with their team surrounding client discussions. Additionally, the Principal 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 leverage their skills to partner with, share their national practice expertise and add value to less seasoned strategists to support client needs and aid in their professional growth.'The Principal 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 clients achieve their strategic vision. He/She will build and maintain a portfolio of clients with average total investable assets > $50M and deliver comprehensive wealth management advice and solutions to clients. Practice consistently represents Family Office, Investor Solutions, and other Lines of Business across the firm.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 activityTeam-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 developRisk 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 activitiesAbility to partner with and share knowledge/expertise with local sales teams and wealth managers.MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTSUndergraduate degree required. Additional certifications and advanced degree a plus.15+ 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. Ability to analyze complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors.. 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.