Director – Client Strategist

Director – Client Strategist

Requirements

• Undergraduate degree required.
• 15+ years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records 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 in order to propose the appropriate services to the prospect and the prospect’s advisors.

Responsibilities

• Focus on offering BNY Wealth Management’s full suite of services to ultra-high net worth individuals primarily through face-to-face meetings and networking.
• Help BNY drive growth by finding new clients whose wealth circumstances will be well served by BNY’s unique value proposition in wealth advisory and planning.
• Develop new business and work with the team to determine the best coverage model and client lead for day-to-day management.
• Stay involved as required by the relationship team to deepen, broaden, and support the relationship while developing additional opportunities through the client’s COIs and personal network for referrals.
• Leverage best practices for an efficient sales process, including preparation and post-calls with their team surrounding client discussions.
• Engage in marketing strategies, regional campaigns, hosting events in the community, and being active participants in local professional networks to build and maintain their business.
• Partner with, share their national practice expertise and add value to less seasoned strategists to support client needs and aid in their professional growth.
• Meet or exceed the performance expectations established for the role.
• Build and maintain a portfolio of clients with average total investable assets > $50M and deliver comprehensive wealth management advice and solutions to clients.
• Demonstrate pipeline growth and opportunity advancement, exhibit best practices and behaviors, and track and report on business development results and corresponding activity.
• Implement a new business development strategy through a team-based approach.
• Contribute to existing relationships and participation in Wealth Management activities (calls, trainings, etc.).
• Assist BNY partners with client retention and new sales opportunities.
• Ensure all policies, procedures, and regulations are properly followed and executed on.

Preferred Qualifications

• Additional certifications and advanced degree a plus.