Director, Wealth Advisor

About the role

The role of Director, Wealth Advisor at BNY is located in San Francisco or Menlo Park, CA. This role serves as the lead relationship manager and primary point of contact for ultra-high net worth client relationships. Key responsibilities include driving face-to-face client meetings, prospecting efforts, and new business development to grow the client base. Additionally, the role involves overseeing the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions, and developing and executing client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.

Responsibilities

• Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
• Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

Requirements

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
• Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust.

Qualifications

• No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

Skills

• Exceptional interpersonal and communication skills.
• Ability to build and maintain strong client relationships.
• Proven track record in financial services or related customer-facing roles.
• Strong analytical and problem-solving skills.
• Experience in wealth management, financial planning, and related areas.

Benefits

At BNY, we offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Pay

The base salary for this position is expected to be between $127,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

Schedule

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.