BNY · 16 hours ago
SVP, Advisor Growth, Financial Advisor
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$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 role involves building relationships with prospective investors, providing tailored insights into independent investment advisory solutions, and ensuring a seamless matching process with suitable advisors based on investor needs.
Financial Services
Responsibilities
Establishing strong connections and credibility primarily through virtual interactions
Leading the engagement of new investor prospects
Providing tailored insights into a curated selection of independent investment advisory firm options (RIAs)
Matching prospective investors with the most suitable advisor referral based on their unique needs and preferences
Building strong relationships, engaging and encouraging trust, and deepening the prospective investor relationships by applying a focused communication strategy, and exceeding expectations
Developing financial plans, wealth plans and the provision of financial advisory services
Building a rapport with participating RIAs and understanding the breadth and nuance of these firms offerings
Thoughtfully speaking about different wealth planning and investment strategies and screening client assets while engaging in goal planning discussions
Leveraging a team of BNY/Pershing specialists, knowledge of the markets, and inspiring action to help the prospect progress toward achieving their goals and meeting with an RIA
Building 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)
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Paid volunteer time
Generous paid leaves
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
Company data provided by crunchbase