Senior Sales Director - Wealth Management Job


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

Yrs of Exp:: 10+ to 15 years
Posted:: 2/12/2013

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Job Description

Senior Sales Director - Wealth Management (Job Number: 1209504)

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.

Serving individuals and families as well as family offices, planned giving programs, endowments, foundations and other institutions, BNY Mellon Wealth Management offers exceptional resources, deep experience and highly skilled people to provide customized wealth management solutions. BNY Mellon Wealth Management is a leading wealth manager with offices throughout the U.S. and in Canada, Hong Kong, the U.K. and Cayman Islands.

Description

The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face-to-face meetings

and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent

is responsible for identifying and building high-quality client relationships within the high net worth market. The Director researches prospects financial picture to

develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to

use as a vehicle for selling products which will preserve and grow our clients wealth. S/he will achieve revenue goals, will be responsible for generating their own

leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for transition of day-to-day management of the client to

designated Portfolio Officer. S/he maintains periodic contact with existing clients and acts as a liaison between the client and the rest of the bank for various activities

(e.g. setting up accounts, facilitating transactions). Moreover, s/he will cross-sell relationship improvement opportunities to existing clients by providing pertinent

client update information to partners within appropriate areas of the bank. Represents personal financial planning in various business councils and task forces such as:

personal fiduciary service, investment management, financial consulting as well as through visibility within the community by attending networking events and/or holding

memberships within organizations which serve the high net worth population in the market. As a senior individual contributor on the regional sales team, this Sales

Manager may rely on this position for support on regional sales projects/initiatives and mentoring of junior sales associates.

Qualifications

The incumbent should possess 10+ years of sales experience and/or demonstrated sales record to be a top producer in the Wealth Management industry.

Additionally, s/he will have a proven track record of success by achieving significant production and exceeding goals. Successful candidates must be able to deal with

high net worth individuals, clients with investable assets of $2 million or more. The sales process entails detailed analysis of complex financial situations in order to

propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience is preferred.

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

Internal Jobcode: 07735

Job: Wealth Management

Organization: Wealth Mgmt Tri-State US Mkts-HR09665

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