The Bank of New York Mellon

Senior Principal, Wealth Manager

The Bank of New York Mellon

Orlando, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

The Bank of New York Mellon is looking for an experienced, highly motivated Senior Principal, Wealth Manager to join our team. This is an exciting opportunity for an experienced professional to provide direction, guidance, and oversight to our wealth management operations.The successful candidate will possess a high level of financial acumen, leadership, and management skills. They will be a strategic thinker who is able to develop innovative solutions to challenging situations. They must also have excellent communication and interpersonal skills with a demonstrated ability to develop relationships with key stakeholders.We are looking for someone who is passionate, driven, and willing to go the extra mile for our clients. The ideal candidate will have a proven track record of success in a similar role, as well as a minimum of 10 years of related experience in the financial services industry. A Bachelor's degree in a related field is also required.If you are an experienced wealth manager who is looking for a challenging and rewarding career opportunity, we want to hear from you!

Responsibilities:

  1. Provide direction, guidance, and oversight to wealth management operations.
  2. Develop innovative solutions to challenging situations.
  3. Establish and maintain relationships with key stakeholders.
  4. Utilize financial acumen and leadership skills to achieve successful outcomes.
  5. Demonstrate excellent communication and interpersonal skills.
  6. Maintain a proven track record of success in a similar role.
  7. Ensure compliance with all applicable laws and regulations.
  8. Develop and implement strategies to increase client base and grow business.
  9. Monitor financial performance and adjust strategies as needed.
  10. Provide training and mentoring to junior team members.
Where is this job?
This job is located at Orlando, FL, USA
Job Qualifications
  • Accounting

  • Bachelor's Degree In Finance

  • Economics

  • Or A Related Field

  • Minimum Of Years Of Experience In Wealth Management

  • Comprehensive Understanding Of Investment Products And Services

  • Proven Track Record In Developing And Managing Successful Client Relationships

  • Ability To Effectively Communicate Complex Financial Concepts To Clients

  • In-Depth Knowledge Of Tax Regulations

  • Estate Planning

  • And Financial Planning Strategies

  • Proficiency In Financial And Investment Software

  • Strong Leadership And

Required Skills
  • Strategic Planning

  • Financial Planning

  • Networking

  • Communication

  • Analytical skills

  • Business Development

  • Negotiation

  • Leadership

  • Team Building

  • Relationship Building

  • Compliance

  • Investment Management

  • Risk assessment

  • Client Relations

  • Problem-Solving

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Senior Principal, Wealth Manager in Orlando, FL, USA is $212,500 - $290,000. This is based on the salaries of similar roles in the area and the average salaries of those working in the finance and wealth management industry.

Additional Information
The Bank of New York Mellon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 10th, 2023
Apply BeforeApril 11th, 2026
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About The Bank of New York Mellon

The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.

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