Director, Wealth Advisor

About the role

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh.

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.
• 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

• Strong interpersonal and communication skills.
• Ability to manage multiple priorities and deadlines effectively.
• Proven ability to build and maintain strong client relationships.
• Knowledge of wealth management products and services.

Benefits

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom & BNY LinkedIn. Here’s a Few Of Our Recent Awards: America’s Most Innovative Companies, Fortune, 2025, World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Company

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Contact

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.