Director, Wealth Manager

BNY Mellon - Houston, TX

Full-time - Senior

Houston, TX

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Director, Wealth Manager at BNY Mellon is a senior leadership role focused on providing comprehensive wealth management solutions to high-net-worth clients. This position emphasizes building trusted advisor relationships, managing complex client portfolios, and driving business development through a proactive approach. The role is integral to the firm's Active Wealth framework, which encompasses investing, borrowing, spending, managing taxes, and protecting legacies, ensuring clients achieve optimal after-tax performance across generations.

Responsibilities

• Interact and build trusted advisor relationships with the firm's largest and most sophisticated clients.
• Provide comprehensive wealth management advice and solutions using BNY's Active Wealth framework.
• Bring in new clients with assets of $10 million or more and manage existing client relationships.
• Collaborate with Client Strategists to win new business opportunities.
• Analyze client balance sheets for optimization and unrealized opportunities.
• Adopt and utilize BNY's digital and client service tools effectively.
• Serve as the primary point of contact for clients, ensuring all firm resources are utilized to meet their needs.
• Demonstrate a business-development orientation by leveraging existing client relationships for referrals.

Requirements

• Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 10+ years of financial industry experience, particularly managing larger, complex client relationships.
• Demonstrable experience and network within the high-net-worth client space.
• Strong technological proficiency and experience with digital tools.
• Experience working in a detail-oriented and fast-paced environment.

Nice-to-haves

• CFP, CFA, or other industry designations and certifications are a plus.
• Experience collaborating with T&E attorneys, M&A attorneys, Corporate Attorneys, and HNW CPAs.

Benefits

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