Senior Vice President, Client Strategist

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Senior Vice President Client Strategist to join our BNY Wealth team. This role is located in New York City, NY –HYBRID

In this role, you’ll make an impact in the following ways:

• 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.
• The Senior 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 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. 
• The Senior 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. 
• The Senior Client Strategist will leverage best practices for an efficient sales process, including preparation and post-calls with their team surrounding client discussions. 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.

To be successful in this role, we’re seeking the following:

• 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 appropriate services to the client/prospect and the client/prospect's advisors.

At BNY, our culture speaks for itself. Here’s a few of our awards:

· America’s Most Innovative Companies, Fortune, 2024

· World’s Most Admired Companies, Fortune 2024

· Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024

· “Most Just Companies”, Just Capital and CNBC, 2024

· Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024

· Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this positi