Senior Director, Head of Wealth Strategies
BNY, New York, NY, United States
Overview
Senior Director, Head of Wealth Strategies role at BNY. Our culture supports growth and success as a leading global financial services company. We influence a meaningful share of investible assets and leverage AI and breakthrough technologies to collaborate with clients, delivering transformative solutions. This role is located in New York, NY, and sits within the Wealth Advice and Planning team. Responsibilities
Lead a national team of wealth strategists across the country, advising Ultra High Net Worth clients on estate & gift tax planning, family governance, philanthropy, family wealth, and business succession strategies. Serve as the Senior Wealth Strategist in the New York City Tri-state market. Set and manage priorities and performance metrics for the team. Oversee and contribute to thought leadership on wealth planning, including industry conferences and COI outreach. Manage relationships with Regional Presidents, Market Leaders and other stakeholders to maximize effective use of the team and resources. As a member of the Leadership team, own setting business strategy for the wealth strategists and contribute to the strategic direction of the advice, planning and fiduciary offering of BNY Wealth. Recruit, develop, direct and motivate an exceptional team to maximize individual and team contributions, professional growth and engagement. Qualifications
Bachelor’s degree and J.D., law, accounting, tax degree, or equivalent combination of education and experience. 10-15 years of total professional experience in Ultra High Net Worth wealth planning with at least 3-5 years in team management, preferably in wealth management firms. Experience in tax analysis and advisory required. Proven ability to lead multiple teams and manage complex client relationships. Strong expertise in tax and estate planning, risk management and strategic advisory. Strong interpersonal and communication skills. About Us
For over 230 years, BNY Mellon has supported investors and financial markets worldwide. We provide integrated products and services to help clients manage and grow their wealth, backed by a long history of trusted service. About the Team: BNY Mellon Wealth Management helps individuals, families, planned giving programs, endowments, foundations, and institutions with wealth and investment planning needs. Additional Information
Seniority level: Director Employment type: Full-time Job function: Finance and Sales Compensation
The base salary is expected to be between $225,000 and $300,000 per year at the start of employment, determined on an individualized basis based on experience and location, and is part of the total compensation package which may include bonuses and incentives. This position is at-will and the Company reserves the right to modify compensation at any time. Equal Opportunity
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.
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Senior Director, Head of Wealth Strategies role at BNY. Our culture supports growth and success as a leading global financial services company. We influence a meaningful share of investible assets and leverage AI and breakthrough technologies to collaborate with clients, delivering transformative solutions. This role is located in New York, NY, and sits within the Wealth Advice and Planning team. Responsibilities
Lead a national team of wealth strategists across the country, advising Ultra High Net Worth clients on estate & gift tax planning, family governance, philanthropy, family wealth, and business succession strategies. Serve as the Senior Wealth Strategist in the New York City Tri-state market. Set and manage priorities and performance metrics for the team. Oversee and contribute to thought leadership on wealth planning, including industry conferences and COI outreach. Manage relationships with Regional Presidents, Market Leaders and other stakeholders to maximize effective use of the team and resources. As a member of the Leadership team, own setting business strategy for the wealth strategists and contribute to the strategic direction of the advice, planning and fiduciary offering of BNY Wealth. Recruit, develop, direct and motivate an exceptional team to maximize individual and team contributions, professional growth and engagement. Qualifications
Bachelor’s degree and J.D., law, accounting, tax degree, or equivalent combination of education and experience. 10-15 years of total professional experience in Ultra High Net Worth wealth planning with at least 3-5 years in team management, preferably in wealth management firms. Experience in tax analysis and advisory required. Proven ability to lead multiple teams and manage complex client relationships. Strong expertise in tax and estate planning, risk management and strategic advisory. Strong interpersonal and communication skills. About Us
For over 230 years, BNY Mellon has supported investors and financial markets worldwide. We provide integrated products and services to help clients manage and grow their wealth, backed by a long history of trusted service. About the Team: BNY Mellon Wealth Management helps individuals, families, planned giving programs, endowments, foundations, and institutions with wealth and investment planning needs. Additional Information
Seniority level: Director Employment type: Full-time Job function: Finance and Sales Compensation
The base salary is expected to be between $225,000 and $300,000 per year at the start of employment, determined on an individualized basis based on experience and location, and is part of the total compensation package which may include bonuses and incentives. This position is at-will and the Company reserves the right to modify compensation at any time. Equal Opportunity
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.
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