Vice President, Wealth Manager

Vice President, Wealth Manager

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Vice President, Wealth Manager to join our Wealth Management team. This role can be located in Philadelphia, PA or Pittsburgh, PA.

In this role, you'll make an impact in the following ways:

• Provides comprehensive wealth management advice leveraging BNY Wealth's Active Wealth framework.
• Responsible for managing, retaining and growing existing client relationships, and for self-sourcing new client relationships.
• Collaborates with and closes business sourced by Client Strategists. Independently manages a portfolio of small to medium size client relationships and serves in a consultative role to the client, advising as to the best way to achieve short- and long- term wealth management goals.
• Articulation of BNY's Active Wealth framework and best investment thinking; clearly understanding and defining client goals and risk tolerance; modelling and forecasting investment proposals, including recommending optimal asset allocations; analyzing balance sheets for unrealized opportunities; aligning assets and liabilities to maximize tax efficiency; executing and proactively managing on an on-going basis.
• Will also collaborate and leverage other functional team members and investment professionals to ensure that all of BNY's wealth management capabilities are provided to our clients.
• Will have self-sourced IM and PB assets goals.
• May work with senior Wealth Managers on large, complex relationships.
• Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
• Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
• Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees.
• Frequent and regular/scheduled interaction with clients, including in-person client meetings.
• Serve as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.
• Subject matter expert on all investment and portfolio topics which impact clients.
• Able to articulate WM's economic and market outlook at a high/macro level and are also able to articulate WM's best investment thinking.
• In-depth knowledge of WM's investment policy, investment architecture, investment strategy, investment solutions and policy portfolios.
• Primary responsibility for managing client portfolios in accordance with WM's best thinking.
• Demonstrate a business-development orientation and mindset.
• Annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments.
• Works with teams on opportunities sourced by other functional team members.
• Ensure all policies, procedures, and regulations are properly followed and executed.
• Adherence to risk policies and absence of risk events are tied to client and/or sales activities.
• Serves as a role-model, and mentor, and trains less-experienced team members.
• Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (small to medium size relationships). Manages overall relationship profitability of moderate to large-sized clients with increased complexity.

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/graduate degree preferred.
• 6+ years of total work experience preferred.
• Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
• Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY 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, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.