Director, Client Strategist
BNY Mellon•Houston, TX
484d
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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.
