Job Description: Overview This position leads wealth planning and support for high net worth clients. Designs... and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered...
. This is what #LifeAtBNY is all about. We're seeking a future team member for the role of Senior Vice President Client Strategist... referral sources, and networking with key influencers. The Senior Client Strategist seeks to help BNY Mellon drive growth...
their wealth of attributes, skills and knowledge to support the overall health of the firm. Team: We value the power... and attempting to bring new approaches, solutions, and processes to our work. Position Overview SOM is seeking a Senior Workplace...
. Financial services experience. Financial planning, wealth and asset management, and/or insurance experience preferred... teams within the organization. We are actively seeking a strategist to join a team of high-powered leaders who are at the...