Senior Wealth Strategist

at  BNY Mellon

Overview
Senior Wealth Strategist, BNY Wealth.
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Wealth is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of SVP, Senior Wealth Strategist, to join our Wealth Management team. This role is located in New York, NY (HYBRID), and is a direct report to the Regional President.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Advising a diverse range of Ultra High Net Worth clients on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies.
Monitoring and researching tax regulations and publications to evaluate potential impact on client tax rates and documentation requirements.
Researching market best practices related to tax reporting and compliance for specialized entities including those related to transaction taxes, withholding taxes, and statutory taxes.
Working with clients, their attorneys and accountants as a trusted partner to implement plans to mitigate tax risk.
Promote thought leadership both internally and externally.
Provide support and guidance to less experienced team members as needed.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Bachelor’s degree with J.D. or Masters degree is required.
Experience in tax analysis and advisory strongly preferred.
7+ years of experience working with Ultra High Net Worth clients as a Wealth Strategy partner.
Financial Services experience, with Ultra High Net Worth client exposure, preferred.
Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024.
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024.
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023