Director, Client Strategist

BNY Mellon - Houston, TX

Full-time - Senior

Houston, TX

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Director, Client Strategist at BNY Mellon is a senior-level role focused on driving growth within the Wealth Management team by offering a comprehensive suite of services to ultra-high net worth individuals. This position emphasizes relationship management, business development, and collaboration with internal partners to meet annual production goals. The strategist will engage in direct prospecting, networking, and marketing strategies to build and maintain a portfolio of clients with significant investable assets, ensuring they receive tailored wealth management advice and solutions.

Responsibilities

• Focus on offering BNY Wealth Management's full suite of services to ultra-high net worth individuals through face-to-face meetings and networking.
• Drive growth by finding new clients whose wealth circumstances align with BNY's value proposition in wealth advisory and planning.
• Develop new business and collaborate with the team for effective client management.
• Engage in marketing strategies, regional campaigns, and community events to build and maintain business.
• Leverage skills to support less seasoned strategists and enhance client needs.
• Meet or exceed performance expectations established for the role.

Requirements

• Undergraduate degree required; additional certifications and advanced degree are a plus.
• 15+ years of sales experience and relationship management in the Wealth Management industry.
• Experience working with ultra-high net worth individuals and clients with substantial investable assets.
• Ability to analyze complex financial situations to propose appropriate services.

Nice-to-haves

• Experience in private banking and investment management.
• Familiarity with trust administration services.

Benefits

• Highly competitive compensation and benefits.
• Generous paid leaves, including paid volunteer time.
• Access to flexible global resources and tools for personal and professional growth.