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Senior Principal, Wealth Manager

AT BNY Mellon
BNY Mellon

Senior Principal, Wealth Manager

Winter Park, FL


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.

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As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Principal Wealth Manager to join our Wealth Management team. This role is located in Madison, NJ. This role is a hybrid role with 3 days in the office and 2 days working from home.

In this role, you'll make an impact in the following ways:
  • The Sr. Principal Wealth Manager is a senior leader and highly experienced wealth management professional who can interact and build a trusted advisor relationship with the firm's largest, most sophisticated, and complex clients.
  • Responsible for providing comprehensive wealth management advice and solutions using BNYM's Active Wealth framework: Invest, Borrow, Spend, Manage, Protect.
  • Wealth Manager is accountable for bringing new, larger clients to the firm ($10m+), and effectively servicing, managing, retaining, and growing existing client relationships.
  • WM will also collaborate with opportunities sourced by Client Strategists to win new business.
  • Wealth Manager serves as primary advisor and manages large and complex client relationships with dedicated, high performing support team (Associate Wealth Manager and Analyst). Responsibilities include, but are not limited to: Articulation of BNY Mellon Wealth Management's Active Wealth framework and implementation of firm's best investment thinking; adoption of BNYM's digital and client service tools (Wealth Online, Net Worth Statements, Advice Path, etc.); analysing client balance sheets for unrealized opportunities and/or optimization; collaborating and leveraging expertise from other functional team members and BNYM investment professionals to ensure that all firm capabilities are provided to our clients.
  • The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees.
  • Active Wealth Management and Client Service- Frequent proactive interaction with clients, including multiple in-person client meetings per year. Serve as clients' primary point of contact to BNYM and responsible for ensuring that all firm resources are provided to clients using the Active Wealth framework.
  • Business development- Demonstrate a business-development orientation and mindset. Annual self-sourced goals and are expected to be met by leveraging strong existing client and Centre of Influence relationships by consistently and systematically asking for referrals.
To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred.
  • Additional industry designations and certifications are a plus (CFP, CFA, etc.).
  • 10+ years of financial industry experience preferred, primarily managing larger, more complex client relationships. Demonstrable experience and network within in high-net-worth client space and with advisors who support this level of sophisticated clients (T&E attorneys, M&A attorneys, Corporate Attorneys, HNW CPAs).
  • Experience working in a highly detail oriented and fast paced environment. Strong technological proficiency and adoption of firm's digital tools is required.
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
    • Best Places to Work for Disability Inclusion , Disability: IN - 100% score
    • 100 Best Workplaces for Innovators, Fast Company
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
    • CDP's Climate Change 'A List'
Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans

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.

Client-provided location(s): Winter Park, FL, USA
Job ID: BNY_Mellon-43587
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program