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Market/Client Risk Management M2 Manages a large team of Transaction or Deal Management professionals and directs staff responsible for negotiating, reviewing, analyzing and executing deal documents or services in transactions in compliance with regulatory guidelines, where applicable, and BNY Mellon standards, policies and preferred processes and procedures, and client specifications. Also assure
Posted 5 days ago
Through an apprenticeship with a Senior Wealth Director, and support of regional management, the incumbent will continue to develop the skills, knowledge and experience to focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face to face meetings and networking with various centers of influence. Post the completion of this program, s/h
Posted 7 days ago
The incumbent is responsible for the coordination and implementation of sales programs developed by Wealth Management. He/She plans and attends special events (seminars, receptions) and client programs (individual or firm presentations) and may attend community functions on behalf of Wealth Management. He/She will direct the work of two or more full time employees who report to this position; to e
Posted 7 days ago
BNY Mellon
- Los Angeles, CA
The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered i
Posted 8 days ago
Work Schedule Saturday & Sunday 7am to 3pm, part time/non benefited Lockbox Management S1 Provides support for monitoring, scanning, extracting and inputting data following guidelines. Produces expedited and streamlined payment processing for BNY Mellon customers. Monitors basic data files, balances and creates deposits and resolves any out of balance conditions before transmitting data to either
Posted 12 days ago
Work Schedule 7am to 3pm, Saturday & Sunday only Part Time position. Lockbox Management S1 Provides support for monitoring, scanning, extracting and inputting data following guidelines. Produces expedited and streamlined payment processing for BNY Mellon customers. Monitors basic data files, balances and creates deposits and resolves any out of balance conditions before transmitting data to either
Posted 12 days ago
BNY Mellon
- Los Angeles, CA
The Wealth Manager I works with the Wealth Managers and Sr. Wealth Managers to provide comprehensive guidance to their clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client and independently managing small medium size client relationships. Additional responsibilities include, calculating wealth
Posted 13 days ago
The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face to face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high quality client relationships
Posted 17 days ago
BNY Mellon Wealth Management is a leading wealth manager. In 2017, it was ranked as a Top 10 U.S. Wealth Manager by Barron's. It was also awarded Best Private Bank for Customer Service in the U.S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more than two centuries of experience in providing services to clients who today include financially successful
Posted 20 days ago
The incumbent will focus on selling BNY Mellon Wealth Management's investment services to high net worth individuals primarily through face to face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high quality client relationships
Posted 22 days ago
BNY Mellon
- Los Angeles, CA
The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered i
Posted 30 days ago
BNY Mellon
- Los Angeles, CA
The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive and will be characterized by a large revocable (or terminable) component. The incumbent will review accounts to ensure the account is administered i
Posted 1 month ago
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