Director, Wealth Manager

thinking Adoption of BNY’s digital and client service tools (Wealth Online, Net Worth Statements, Advice Path... experience and network within in high-net-worth client space and with advisors who support this level of sophisticated clients (T...

Lugar: San Francisco, CA | 23/10/2024 20:10:17 PM | Salario: S/. $128200 - 250000 per year | Empresa: BNY Mellon

Director, Client Strategist

Client Strategist will focus on offering BNY Wealth Management's full suite of services to ultra-high net worth individuals.... Successful candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets...

Lugar: Newport Beach, CA | 23/10/2024 19:10:26 PM | Salario: S/. $128200 - 250000 per year | Empresa: BNY Mellon

Wealth Manager

of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth... new business Experience with high net worth and ultra high net worth clients...

Lugar: Syosset, NY | 01/11/2024 18:11:18 PM | Salario: S/. $46000 - 250000 per year