Senior Director, Head of Advisor Growth & Solution at BNY

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Wealth Management, Investor Communication, Marketing Leadership, Technology Deployment, Product Design, Channel Partnerships, Relationship Management, P&L Ownership, Budget Development, Team Leadership, Risk Management, Client Focus, Sales Strategy, Innovation, Presentation Skills, Negotiation Skills

Industry

Financial Services

Description

This leader will possess the following expertise and skills: Experience initiating and managing multiple large projects that connect across multiple teams, business units, including external partners: Deep wealth management experience, including command of the wealth advice proposition to, and needs of investors Ability to advance the craft of speaking with investors to select a preferred wealth advisory solution, and directing the creation of tool, processes and best practices to scale a team of registered individuals Leadership experience in marketing investment information to consumers, preferably HNW individuals (developing marketing collateral and sales playbooks) Leadership experience in deploying and using state-of-the-art technology to optimize and manage a sales funnel digitally and with licensed individuals Tactical product and design experience, or fluency in customer experience and ability to speak technologists' “language” Ability to attract and manage channel partnerships with national financial organizations (including co-designing the approach and processes with new partners as applicable) Strong relationships in RIA ecosystem and experience working with large advisory firms Senior executive experience leading a cross-functional team, with experience of P&L ownership Development and approval of a multi-year budget and other key financial decisions Allocation of resources to align with business objectives and annual plan Oversee reports liaising with Executive Sponsors, Finance, Legal, Compliance and others Oversee product strategy, build, roll-out and ongoing development. Sets program priorities and develops a shared vision and strategy to optimize team execution and performance Proven ability to recruit, direct, motivate and develop team members, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team Oversight, development and implementation of new processes and policies for program and ensures they are operationalized Risk management-oriented, possessing the ability to mitigate regulatory, legal and reputational risk, which maintaining a commercial mindset. Client Focused. Puts clients and partners at the heart of everything the organization does; for instance this individual must understand the needs of clients and partners, create distinctive value, and build meaningful relationships. Experience and proven success in a advisory role, including a relationship management and sales function. Proven ability to develop a multi-pronged approach to a successful channel sales strategy with success in executing against it to achieve short and long-term business objectives. Speed and Drive for Results. Ensures that things are getting done at a rapid pace, evoking ownership and accountability. Innovation. Encourages and leads change through collaboration. Scales and invests in new ideas, creates environments that encourage experimentation and makes people feel safe to share their ideas freely. Advanced degree preferred, Bachelor's degree in Business Administration or the equivalent combination of education and experience is required. 15 years' experience of developing relationships with advice professionals, and proven track record of leading advice or advice adjacent business. Past experience building large initiatives with multiple constituencies and stakeholders within large organizations. Outstanding presentation and negotiation skills - ability to think dynamically, listen, persuade, and develop mutually beneficial solutions. Excellent interpersonal skills and ability to relate to people of all levels. Industry licenses, including Series 7, 65 and Series 24. Advanced professional designation/certification preferred (e.g. CFP, CFA, JD or CPA)

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Responsibilities

The Senior Director will oversee the development and implementation of strategies to enhance advisor growth and solutions. This includes managing cross-functional teams, optimizing sales processes, and ensuring alignment with business objectives.