THE COMPANY:

The Bank of New York Mellon is a global financial service company. Headquartered in New York, NY, BNY Mellon is one of the world’s leading providers of financial services for corporations, institutions and affluent individuals. With approximately $23 trillion in assets under management, administration or custody, including $1.1 trillion under management, BNY Mellon provides a broad range of financial products and services.

WEALTH MANAGEMENT PRACTICE:

BNY Mellon’s Wealth Management group is a practice that specializes in meeting the complex, financial challenges of individuals and families with $1 million or more in investable assets. Experts combine their efforts to meet the wealth planning, investment, and financial management needs of individuals, families, family offices, charitable gift programs, endowments and foundations. The practice of wealth management at BNY Mellon unites excellent and comprehensive wealth management practices, intimate client insights into each client’s unique goals and needs, and strategic thinking to achieve the right results for each client. Through these proficiencies, they help clients confidently benefit from the power of their practice, as so many successful individuals and families have done since BNY Mellon’s founding.

• Top U.S. Wealth Manager with more than US$170 billion in client assets.
• Bank deposits of US$12.4 billion and total loans outstanding of US$6.9 billion.
• 80 offices in the U.S., U.K. and Asia
• Nation’s first private bank with more than 220 years’ experience in finance and wealth management.
• Largest planned giving provider in the U.S. and clients that include some of the most prestigious not-for-profit organizations in the nation.
• Among the largest and first established family office services providers.

POSITION:

The Incumbent is responsible for the recruitment, leadership and direction the BNY Mellon Wealth Management regional sales team and is accountable for helping them achieve both regional and individual sales goals. The incumbent will develop production goals and calling activity targets for the sales team, will oversee implementation of this activity plan, and is responsible for the overall sales process, sales results, and staff development of team members. S/he will act as a senior advisor in the closing of complex sales, development and budgeting of the strategic marketing plan and will represent the regional sales team to the Regional President, Regional Managing Director of Portfolio Management, and private banking.

QUALIFICATIONS:

The Incumbent should possess 10+ years of related sales/sales management experience preferably in financial services. S/he will have a proven track record of successful selling, problem solving, and teambuilding. S/he must have strong client service skills and the ability to effectively communicate investment strategy and process. S/he must be a strong communicator, both written and verbal, with excellent presentation skills. The Managing Director of Sales must work well with all departments within the organization and motivate individuals to work together for the overall benefit of BNY Mellon Wealth Management.