Job DescriptionThe Wealth Manager I, WMS will be the trusted advisor to our Wealth Management Select fiduciary and agency clients.This is high volume, mostly reactive business model, with an emphasis on fiduciary administration, in as much as most of the book consists of trusts. The incumbent will be the sole manager assigned to these client relationships and will be required to have the technical skills and knowledge necessary to handle all administration issues as well as management of the investment portfolio. S/He will look for revenue opportunities while eliminating/reducing expenses/charge-offs in their own book of accounts. The incumbent will be expected to assess, identify and address risk related to BNY Mellon s role as a fiduciary in addition to interacting directly with clients/beneficiaries to address questions and resolve outstanding issues.QualificationsThe ideal candidate will have a Bachelor's degree or equivalent work experience. S/He will have at least 3-5 years of experience in the investment and fiduciary management industry or equivalent work experience. Progress towards an advanced degree or CFA is preferred
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location:United States-Massachusetts-Boston
Organization:Advice Planning and Fiduciary-HR16024
Posting ID: 552621882Posted: 2020-05-27