Wealth Manager II

Posted on Dec 12, 2018 by BNY Mellon Investment Management

Pittsburgh, PA 15201
Banking
15 Oct 2018
Annual Salary
Full-Time
The Wealth Manager II serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to their clients regarding investment, trust and estate, insurance, tax and banking needs. The Wealth Manager II works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery while managing risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business.

Qualifications
The ideal candidate will have an undergraduate degree or equivalent work experience with 6-8 years of experience in the investment management industry. S/He should have experience successfully managing larger, more sensitive client relationships. Advanced degree or professional certification preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Pennsylvania-Pittsburgh
Internal Jobcode: 01259
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number:
Wealth Manager II

Reference: 598231482

Similar Jobs

Senior Consultant, Wealth Practice at Buck

Pittsburgh, PA

Buck Global LLC

Financial Systems Specialist I-II

Pittsburgh, PA

FedEx Ground Careers US

Financial Systems Specialist I-II

Pittsburgh, PA

FedEx Ground Careers US

Tax Manager

Pittsburgh, PA

Wilke & Associates, CPAs