Through an apprenticeship with a Senior Client Strategist, 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/he will be responsible for achieving revenue goals, generating their own leads, and managing the sales process through closure. Additionally, the incumbent will be responsible for transition of the day-to-day management of the client to designated Portfolio Wealth Manager. Performance – Business & Growth Plans – # Pre/Post Calls should participate in all pre/post planning calls – # Client/Prospect/COI meetings 10 meetings per week focused on observing and learning best practices with clients – Revenue Generation Relationships & Partnerships – Focus on field engagement by partnering with WD mentor and regional team and develop a network in the community. -Community Involvement – Identify 1-2 business/networking organizations and participate in 1-2 non-profit organizations of interest. -COI Development Identify a network and begin building relationships with associate level relationships within that networkKnowledge Base – Invest time to better understand the WM brand and build industry knowledge through internal learning modules focused on WM solutions and positioning, Cannon CWS program completion (year 1) and CFP (year 2), – Complete all assigned coursework in a timely manner – Active participation in all Cornerstone learning sessions – Preparation and delivery during articulation sessions Leverage Best Practices – Leverage internal relationships to practice presentation skills, reflect on and apply feedback from mentor, role play, proactively meet with mentors – Presentation Skills Present to peers on a regular basis – Apply development feedback focus on applying feedback from managers and mentors and also provide feedback to teammates – Role Play Schedule time with managers, mentors and peers to practice articulation based on feedback provided – Regularly Scheduled Check-ins Meet with manager and mentor to review calendar, discuss activity and review coursework.
Undergraduate degree required. Additional certifications and advanced degree a plus. The incumbent 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. The incumbent should also be very structured with a high attention to detail that facilitates their consistent and diligent follow through.