Lead Analyst, Client Strategist

Employer
BNY Mellon
Location
Seattle, Washington State
Salary
Base salary + incentive and benefits
Closing date
Mar 4, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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The Associate Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge and experience to ultimately offer BNY Mellon Wealth Management's full suite of services to high-net worth individuals primarily through face-to-face meetings and networking with various centers of influence. Individual will have exposure to local partners (Regional Management, Wealth Managers/Client Strategists) that will provide opportunities to network and observe sales activities. The individual will also have access to a global sales coach, senior leadership, the Program Director and Talent & Development resources. At the completion of the two-year program, he/she will be expected to achieve revenue goals, generate leads, and manage the sales process through to closure. Additionally, the individual will be responsible for transitioning the day-to-day management of the client to a assigned Wealth Manager. The Associate Client Strategist will be expected to learn how to identify, engage & nurture new business influencers and the right types of clients to grow our business. Individual will develop the skills to successfully influence, remain relevant, become an expert and connect people and solutions. Year 1: Activity Only; Observe pre/post calls and/or meetings Year 2: Participation with Client Strategist - participate in sales meetings focused on observing and learning best practices with clients Relationships & Partnerships - Focus on field engagement by partnering with senior sales advisors and regional team to develop a network in the community -Community Involvement (Year 1 & 2): Identify 1-2 business/networking organizations and participate in 1-2 non-profit organizations of interest -COI Development: Year 1: Identify a network and begin building relationships with associates within that network Year 2: Identify and establish 3-5 A COIs and 8-10 B COIs Knowledge Base - Invest time to better understand the WM brand and build industry knowledge through internal learning modules focused on WM solutions and positioning -Complete Cannon program (Year 1) and CFP (Year 2) -Complete all assigned coursework in a timely manner -Active participation in all Cornerstone learning sessions -Prepare and deliver during articulation sessions Leverage Best Practices - Leverage internal relationships to practice presentation skills, reflect on and apply feedback, role play, proactively partner with senior sales teams - Presentation Skills Present to peers on a regular basis - Apply development feedback focus on applying feedback from managers and partners and also provide feedback to teammates - Role Play Schedule time with managers, partners and peers to practice articulation based on feedback provided - Regularly Scheduled Check-ins Meet with manager and partners to review calendar, discuss activity and review coursework Risk Management - Ensure all policies, procedures and regulations are properly followed and executed on -Adherence to risk policies of risk events tied to client and/or sales activities.

Undergraduate degree required. Additional certifications and advanced degree a plus. The individual should possess 5+ years of related experience, preferably in financial services, or equivalent advance degree. Good problem solving skills and the ability to understand complex problems a must with previous experience performing sales in complex industries preferable. Successful candidates must be able to engage with high net worth individuals, clients with investable assets averaging over $10 million. The sales process entails detailed analysis of financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. He/She should also be very structured with a high attention to detail that facilitates their consistent and diligent follow through.

We have openings in the following locations - Atlanta, Boston, Houston, Los Angeles, Miami, NYC, Newport Beach, Pittsburgh, San Francisco, and Seattle!

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