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BNY Mellon Senior Vice President, Manager, Fiduciary Manager in Philadelphia, Pennsylvania

Reference #: 54074 Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Senior Vice President, Manager, Wealth Manager to join our Wealth Management team. This role is located in Philadelphia, PA. In this role, you'll make an impact in the following ways: Leads a group of team members which may include Wealth and Fiduciary Managers at various levels of experience. Managing all investment, administrative, compliance and regulatory aspects of BNYM's wealth management business, including managing revenues and expenses. Ensuring that all policies, procedures and tasks are performed in accordance with BNYM's internal and regulatory requirements. Ensuring that all of BNYM WM's Active Wealth practices are delivered to our clients. Takes ownership as a leader for hiring, training and developing all team members, which includes regular and frequent coaching, mentoring, performance and development-related meetings. Serve as a Wealth Manager for a small and select group of large and typically complex client relationships. Work closely with other senior leaders and will be responsible for ensuring implementation of Wealth Management investment strategies for their respective region. Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serves as the clients' primary point of contact and responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.Investment / Wealth management Subject matter expert on all investment, portfolio, advice and planning topics which impact clients. Able to articulate WM's economic as well as market outlook and best investment thinking. Must have in-depth knowledge of WM's investment policy, investment architecture, strategy, and solutions. Must also remain well-versed and up to date on all Active Wealth topics and how they are best implemented in client portfolios. Responsible for managing client portfolios in accordance with WM's best thinking. Building on a proven track record of developing a business, and coaching and empowering team members to succeed, the individual will demonstrate a business-development orientation and mindset. Annual self-sourced asset goals and are expe ted to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking. Will work with teams on opportunities sourced by other functional team members. Demonstrate a consistent track record of adherence and success at managing all risk and compliance matters. Ensure all team members adhere to all policies, procedures and regulations. Timely completion of all team assigned compliance tasks is required. Continuous learning is expected. Serves as a role-model, and mentor, (and is accountable for) training less-experienced team members. Is responsible for attracting and recruiting top talent as well as coaching and developing high potential talent. Oversees a team of Wealth Managers; work is primarily accomplished through the management of individual contributors. Teams may be geographically dispersed with multiple reporting lines, adding to complexity of oversight. Responsible for achievement of team goals. Ensures team is equipped to operationalize and attain team objectives. May manage financial resources of the team (budgets, expenses, etc.). In some regions, may serve as the primary interface for jurisdictional/ regulatory matters and may have entity governance responsibilities. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 15+ years of total work experience preferred with 3-5 years of management experience preferred. Financial Services experience required as is prior experience in Wealth Management. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion, Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

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