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BNY · 2 weeks ago

Senior Director, Head of Wealth Strategies

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$225K/yr - $300K/yr

10+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Senior Director, Head of Wealth Strategies to lead a national team of wealth strategists, advising Ultra High Net Worth clients on estate planning and wealth strategies while contributing to the overall strategic direction of BNY Wealth.

Financial Services

Responsibilities

Lead a national team of wealth strategists across the country, who are responsible for advising a diverse range of Ultra High Net Worth clients on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies

Serve as the Senior Wealth Strategist in the New York City Tri-state market

Set and manage priorities and performance metrics for the team

Oversee and help drive thought leadership on wealth planning, including industry conferences and COI outreach efforts

Manage relationships with Regional Presidents, Market Leaders and other business stakeholders to maximize effective use of the team and resources

As a member of the Leadership team of the Head of Advice, Planning & Fiduciary Services, you will own setting business strategy for the wealth strategists and contributing to the overall strategic direction and execution of the advice, planning and fiduciary offering of BNY Wealth

Recruit, develop, direct and motivate an exceptional team to maximize both individual and team contributions, professional growth and overall engagement

Qualification

Wealth planningTax analysisTeam managementEstate planningStrategic advisoryInterpersonal skillsCommunication skills

Required

Bachelor's degree and J.D., law, accounting, tax degree, or equivalent combination of education and experience

10-15 years of total professional experience in Ultra High Net Worth wealth planning with at least 3-5 years in team management, with a strong preference in wealth management firms

Experience in tax analysis and advisory required

Proven ability to lead multiple teams and manage complex client relationships

Strong expertise in tax and estate planning, risk management and strategic advisory

Strong interpersonal and communication skills