Estate Settlement Regional Manager - Wealth Management Job


Company:: THE BANK OF NEW YORK MELLON CORPORATION
Location:: New York, TX
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 15+ years
Posted:: 2/12/2013

Related Jobs

APPLY NOW

Job Description

Estate Settlement Regional Manager - Wealth Management (Job Number: 1213988)

Description

The incumbent will lead a regional area estate team in the management of assigned client relationships and will be fully accountable for all legal and administrative aspects of the team's assigned accounts. The incumbent also will manage the administration of up to 10 of the region's largest and most complex estates and will be accountable for new business goals to include both current and future fee business. The incumbent will be required to participate in one or more project committees or task forces and in one or more permanently established, standing committees. The incumbent also will actively participate in developing and meeting individual, regional and line of business goals along with managing the professional development of 5-10 associates. The incumbent will have an advanced degree with 15+ years in the corporate fiduciary industry or equivalent work experience. The incumbent will possess an array of skills to include investment management and accounting experience, legal knowledge, tax experience, business acumen, and organizational ability. Must have a working knowledge of Microsoft Office Products. Must have ability to interface with all levels of management and clients.

Qualifications

The incumbent will lead a regional area estate team in the management of assigned client relationships and will be fully accountable for all legal and administrative aspects of the team's assigned accounts. The incumbent also will manage the administration of up to 10 of the region's largest and most complex estates and will be accountable for new business goals to include both current and future fee business. The incumbent will be required to participate in one or more project committees or task forces and in one or more permanently established, standing committees. The incumbent also will actively participate in developing and meeting individual, regional and line of business goals along with managing the professional development of 5-10 associates. The incumbent will have an advanced degree with 15+ years in the corporate fiduciary industry or equivalent work experience. The incumbent will possess an array of skills to include investment management and accounting experience, legal knowledge, tax experience, business acumen, and organizational ability. Must have a working knowledge of Microsoft Office Products. Must have ability to interface with all levels of management and clients.

Primary Location: United States-USA-NY-New York

Other Locations
: United States-USA-New Jersey-Madison, United States-USA-Connecticut-Greenwich, United States-USA-NY-White Plains

Internal Jobcode: 03888

Job: Wealth Management

Organization: Wealth Management Investments-HR06263

APPLY NOW

Share this job
EMAIL
Tweet

Jobs Like This Near New York, TX

SEARCH:All | Jobs | Articles | Companies

(advanced job search)

Click on the button below to go to the THE BANK OF NEW YORK MELLON CORPORATION website and apply for Estate Settlement Regional Manager - Wealth Management Job.

GO TO EMPLOYER WEBSITE