Senior Associate, Wealth Manager

Overview
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
As a leading Wealth Manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Senior AssociateWealth Manager to join our Wealth Management team. The role is located in Pittsburgh and is eligible for flexible work arrangement.
The Associate Wealth Manager provides support to the Wealth Managers in managing, retaining and growing existing client relationships and helping with business development.
In this role, you’ll make an impact in the following ways:
Risk and Compliance: Expected to adhere to all policies, procedures and regulations. Timely completion of all assigned compliance tasks is required.
Client service: Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serve as clients’ point of contact and are responsible for ensuring that all of WM’s resources are provided to clients in the Active Wealth framework.
Portfolio/Investment administration: Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
Business development: Utilizing technology and client's net worth statement to introduce BNY Mellon's capabilities and bringing insights to the Wealth Managers. Directly contributes to the team and personal goals.
Training, Personal & Professional Development and Involvement: Continuous personal and professional learning and development and contribution to the team goals is expected. Technologically proficient and involvement in BNY Mellon offerings is also expected.
Assist with strategic AUM-related projects, as needed
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
At the guidance of more experienced colleagues, manages overall relationship profitability of small, non-complex clients; continues to receive advice and coaching from senior team members/management.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required.
Advanced degree/designation (e.g., MBA, CFA), or progress towards an advanced degree/designation, preferred.
Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office/Excel, proven verbal and written communication skills are required.
5+ years of total work experience preferred.
Basic understanding of how complex Family Offices operate preferred
At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:
Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)
Best Places to Work for Disability Inclusion , Disability: IN – 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP’s Climate Change ‘A List’
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.