Teams at BNY

The Director of Wealth Advisor leads client relationships, drives business development, and oversees wealth management strategies for ultra-high net worth clients.

Manage a portfolio of large institutional clients, drive new business and revenue growth, provide strategic advisory, structure and negotiate cross-product deals, lead sales lifecycle and CRM/account planning, and collaborate internally and externally to enhance firm visibility.

Lead enterprise client relationships for Tech and FinTech, develop and execute functional and commercial strategies, drive consultative solutions with cross-functional teams, serve as primary client interface and escalation point, and mentor talent to deliver superior client outcomes.