BNY · 2 months ago
SVP, Advisor Growth, Financial Advisor
240 Greenwich Street, New York, NY, 10286, US
Full-time
Onsite
Senior Level, Lead/Staff
$102K/yr - $190K/yr
12+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Financial Advisor will engage with high net worth investors, providing tailored insights and establishing strong connections to match them with suitable independent investment advisory firms.
Financial Services
Responsibilities
Present sophisticated solutions to interested prospects, establishing strong connections and credibility primarily through virtual interactions
Lead the engagement of new investor prospects, providing them with tailored insights into a curated selection of independent investment advisory firm options (RIAs)
Match prospective investors with the most suitable advisor referral based on their unique needs and preferences, ensuring an unparalleled experience
Drive the build out and operationalization of a team of Relationship Managers, while working actively day to day to service incoming prospective investors
Build strong relationships, engage and encourage trust, and deepen prospective investor relationships by applying a focused communication strategy, and exceeding expectations
Possess extensive knowledge of the financial planning process including Advanced Financial Planning concepts and strategies, Estate Planning, Retirement Planning and Investment Planning
Build rapport with participating RIAs and understand the breadth and nuance of these firms offerings
Thoughtfully speak about different wealth planning and investment strategies and screen client assets while engaging in goal planning discussions
Leverage the team of BNY/Pershing specialists, market knowledge, and ability to inspire action to help the prospect progress toward achieving their goals and meeting with an RIA
Engage in community engagement to share and engage prospects in discussion about their personal situation in order to match with an RIA
Build out and ongoing management of Relationship Managers team, processes and performance, as needed
Qualification
Required
Series 7, 65 (or 66) required prior to hire
Relevant Insurance licenses must be obtained within 6 months of hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor's Degree required
Preferred
Experience working in or with high growth RIA organizations
Advanced professional designation such as Certified Financial Planner (CFP) preferred
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
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