The incumbent assumes direct investment management responsibility for all assigned accounts/relationships, with the primary objectives of structuring client investment portfolios to meet mutually agreed upon expectations for asset allocation, risk assumption, and investment performance while adhering to all appropriate controls, policies and procedures. The incumbent interfaces with the most sophisticated clients, consultants and investment advisors in the Private Wealth and Institutional Asset Management industries, and therefore, must be conversant/experienced in all major domestic and international asset classes and markets, as engagements and range of management assignments may vary. The incumbent is accorded the maximum range of investment flexibility within Private Wealth Management in order to execute his/her responsibilities to the client, in structuring portfolios and meeting client objectives.
Qualifications The incumbent is expected to possess the complete educational, professional and communications skill set necessary to identify the clients investment needs and provide appropriate solutions to meet those needs. In addition, he/she must be able to execute PWM's investment and asset allocation process across all asset classes. Bachelor's degree with advanced degree or Bachelor's degree with equivalent experience, plus ten years of experience in the investment/fiduciary management industry. Seasoned investment manager with a demonstrated record of achievement of increased investment responsibility with larger, more sensitive client relationships throughout career. Investment/Fiduciary Credentials: CFA, CFP, CPA, CTFA, National Graduate Trust School. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.