Wealth Strategist, Team Leader Job

• Company

  BNY Mellon

• Location

  Chicago, IL

• Compensation

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  Nov 3, 2013

• eFC Ref no

  1298945

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Wealth Strategist, Team Leader (Job Number: 1316191)

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com .

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.

Description

The Wealth Strategist Team Leader manages the Wealth Strategist team within Client Segments. This team works with Private Wealth Management Sales Officers and Sr. Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer Taxation, Estate Planning, Fiduciary Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, technical expertise on IRA Accounts and related Retirement Planning expertise. Often called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. The team leader will have responsibility for managing team resources, ensuring appropriate WM regional coverage for external events and internal client meetings, planning and assessing compensation and performance of the Wealth Strategists.

Qualifications

Knowledge consistent with attainment of an undergraduate degree, and preferably attainment of advanced degree, either MBA or JD. CFP and/or CFA designation preferred. Specialized product knowledge typically gained through 10+ years experience in the management of a portfolio management or specialty group (i.e. Tax). Ability to communicate effectively with High Net Worth clients, strong presentation and relationship management skills.

GH:WM

Primary Location: , IL, US
Internal Jobcode: 31646
Job: Wealth Management
Organization: Wealth Mgmt Intl & Client Segm-HR06268

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