3-5 years of experience
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Employment Type:
Full time
Job Category:
Business Development
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Head of Client Strategy and Business Development
The Bank of New York Mellon | Boston, Massachusetts
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Job Description

The incumbent is responsible for the leadership and direction of the BNY Mellon Wealth Management regional sales. The incumbent will oversee the Clients Strategists, the Private Bankers and oversee all the sales strategies and marketing plans for the UHNW, multi Family Office and Family Office business in the region. The incumbent will be responsible for hiring the external salesforce and for driving external growth for the region. The incumbent will be responsible for generating new investment management business, private banking and deposits flows, and for overseeing all aspects of pipeline management, detailed forecasting and planning. The incumbent will lead the sales coaching; articulation training and team based selling disciplines across the region. S/he will oversee the marketing plans and strategic initiatives for the region. The incumbent will establish the highest standards of client service, overseeing the client onboarding functions. The sales support team will be charged with continuous innovation in tracking intermediary activities, events and demonstrating ROI on investments.


The incumbent should possess 10+ years of related experience, preferably in an investment, including 2+ years management experience. S/he will have a proven track record of growing revenues, demonstrating successful sales leadership and management in the ultrahigh wealth management space. An undergraduate degree or equivalent work experience required, advanced degree preferred.


BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Boston

Internal Jobcode: 02309

Job: Wealth Management

Organization: WM US Markets-HR14164

Requisition Number: 1910553

About The Bank of New York Mellon

The Bank of New York Company, Inc. (NYSE: BK) is a global leader in providing a comprehensive array of services that enable institutions and individuals to move and manage their financial assets in more than 100 markets worldwide. The Company has a long tradition of collaborating with clients to deliver innovative solutions through its core competencies: securities servicing, treasury management, investment management, and individual & regional banking services. The Company's extensive global client base includes a broad range of leading financial institutions, corporations, government entities, endowments and foundations. Its principal subsidiary, The Bank of New York, founded in 1784, is the oldest bank in the United States and has consistently played a prominent role in the evolution of financial markets worldwide.

This company profile was created by AfterCollege and is about The Bank of New York Mellon. This page is not endorsed by or affiliated with The Bank of New York Mellon. For questions regarding company profiles, please email: care@aftercollege.com.