Senior Specialist, Client Coverage

This role is located in Dallas, TX.

About the role

Your client-facing title will be Associate Wealth Advisor and it will be understood you are the primary support for the lead Wealth Advisor. You will manage a portfolio of existing client relationships, focusing on both client service and revenue growth through deepening and expanding relationships.

• Develop an understanding of existing client needs and coordinate the delivery of tailored solutions aligned with the firm’s value proposition across verticals in planning, banking, fiduciary, and more.
• Partner with Portfolio Managers/Associate Portfolio Managers to ensure the broader financial plan remains aligned with the investment strategy.
• Prepare for, coordinate, and participate in client meetings and touch points and ensure the recording of same in our CRM system.
• Generate and maintain net worth statements, cash flow analyses, and client family trees.
• Lead the administrative and compliance aspects of relationships and coordinate with client service specialists to open, fund, and maintain accounts, apply appropriate fee schedules, gather and affirm KYC information, and move money and assets, as necessary.
• Prepare for and participate in prospect and Centers of Influence (COI) meetings led by the lead Wealth Advisor.
• Responsible for ongoing maintenance of information logged in CRM as it pertains to client interests and client contact information to ensure they are considered for all appropriate events and entertainment opportunities.

Requirements

• Bachelor’s degree or equivalent combination of education and experience; advanced/graduate degree preferred.
• 2-4 years of relevant work experience, preferably in financial services with direct exposure to clients.
• Prior experience in customer-facing roles such as Sales Support, Banking, or Product Management is preferred.
• Prior completion of the SIE, Series 7, and Series 66 is preferred.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region.
• Bi-lingual capabilities and cultural awareness are a plus to build client trust in a global environment.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance.

About The Team

At BNY, our culture speaks for itself. 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

Benefits

BNY offers 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.

• Eligibility for an annual discretionary incentive award.
• 401(k) plan participation.
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents.
• Various paid time off benefits, such as vacation and sick time, dependent on the position offered.

Pay

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package.