Senior Associate, Client Strategist (Cornerstone)

Senior Associate, 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 future team members for the 2025 Cornerstone class to join our Wealth Management team.  This opening is in the Greenville, Delaware Office.   . 

Cornerstone is a two-year comprehensive sales career and skills development program designed to identify and cultivate future Client Strategists at BNY Wealth. 

Cornerstone participants will receive: 

Experience: On the job learning; application of topics learned during the program and through in‑market observations. 

Education: Develop skills and knowledge to focus on Leading with Advice and selling BNY Wealth’s services to high‑net worth individuals. Program provides tools to boost efficiency and effectiveness, including the opportunity to earn CFP designation.

Exposure: Local partners (regional management, Client Strategist and Wealth Manager partners) provide opportunities to network and observe sales activities. Access to senior leadership, coaching resources and Program team throughout experience

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

• The Senior Associate, Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Wealth's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence. 
• Individual will have exposure to local partners (Regional Management, Wealth Managers/Client Strategists) that will provide opportunities to network and observe sales activities. In the Greenville Office, this will include on-site access to our Delaware Trust Team, a specialized fiduciary offering at BNY Wealth. 
• The individual will also have access to a global sales coach, senior leadership, the Program Director and Talent & Development resources. 
• At the completion of the two-year program, he/she will be expected to achieve revenue goals, generate leads, and manage the sales process through to closure. 
• Additionally, the individual will be responsible for transitioning the day-to-day management of the client to an assigned Wealth Manager. 
• The Senior Associate, Client Strategist will be expected to learn how to identify, engage & nurture new business influencers and the right types of clients to grow our business. 
• Individual will develop the skills to successfully influence, remain relevant, become an expert and connect people and solutions. 

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

• Undergraduate degree required. 
• Additional certifications and advanced degree a plus.
• The individual should possess 5+ years of related experience, preferably in financial services, or equivalent advance degree. 
• For the opening in our Greenville Office, the successful candidate is likely one with strong ties to the State of Delaware.
• Good problem-solving skills and the ability to understand complex problems a must with previous experience performing sales in complex industries preferable. 
• Successful candidates must be able to engage with high net worth individuals, clients with investable assets averaging over $10 million. 
• The sales process entails detailed analysis of financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. 
• He/She should also be very structured with a high attention to detail that facilitates their consistent and diligent follow through.

 

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 an