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Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2020, BNY Mellon had $37.2 trillion in assets under custody and/or administration, and $2.0 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news. About BNY Mellon Wealth Management For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth. Vice President, Wealth Management FP&A - Expenses Key Responsibilities: Lead the expense planning and forecasting process for the Wealth Management line of business at BNY Mellon Provide thought leadership, analysis and insights for senior management reporting and strategic reviews (Monthly and Quarterend Financial Results, Forecasts, Plan, Monthly Business Reviews, etc.) Partner with regional finance business managers and functional business partners to identify and drive productivity, optimization and efficiency saves and improvements Manage the quarterly and annual incentive compensation processes Provide oversight, coaching and development to a team of analysts across New York, Pittsburgh and India Key Skills: Strong verbal and written analytical and communication skills Capable of multitasking and prioritizing in a fastpaced and changing work environment Strong technical skills in Microsoft Excel & PowerPoint and TM1 Be a critical thinker and problem solver that will drive qualitative and quantitative analysis, formulate hypotheses and identify solutions for strategic business issues Builds collaborative relationships across various partners and influences senior stakeholders Works independently and within a team to drive deliverables forward to completion Is inquisitive, and possesses a desire to continue to learn about expense management and the wealth management business & industry Results/task orientated with excellent attention to detail Qualifications: BS in Economics, Finance, Accounting, or related field - or equivalent combination of education and experience 57 years of total work experience preferred Exceptional analytical skills, with the ability to deliver analyses in a concise and logical manner Strong written and verbal communication skills Strong project management skills, and a strong team player Experience with financial planning & analysis, process improvement & transformation, change management, strategy formulation, and relationship management Proficient in Excel and Power Point; other analysis and visualization tools a plus Experience in working with crossfunctional team preferred", "t_create": 1607007003, "id": 2213686, "ats_job_id": "2011692", "name": "Vice President, Wealth Management FP&A \u2013 Expenses", "display_job_id": "2011692", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "New York, United States, United States", "stars": 0, "department": "Finance/Accounting", "type": "ATS"}, {"locations": ["New York, United States, United States"], "t_update": 1605724310, "job_description": "The Director of Investment Risk is a key strategic position to provide oversight over BNY Mellon's identification and management of investment risk for BNY Mellon Wealth Management. The Director of Investment Risk will be responsible for the ongoing independent oversight and challenge of daytoday investment risk management processes. This person will lead independent analysis of the fiduciary investment risk management processes. BNY Mellon Wealth Management is one of the leading wealth managers in the US, with $238 billion in client assets. We offer a wide range of wealth management services including investment management, wealth and estate planning, private banking, and investment servicing and information management. We are focused on helping families build, manage and sustain their wealth across generations and market cycles. Through worldclass investment, wealth planning, and banking advice, we offer clients a level of access and expertise that few can match, coupled with a unique service model focused on key practices that build and maintain longterm wealth. Responsibilities: Oversee and challenge Wealth Management independent investment risk framework and processes Serve as trusted advisor to Wealth Management business leaders with focus on valueadd risk management to the business Effectively engage with other leaders at BNY Mellon including Wealth Management business leaders, Investment Risk staff, as well as with other Risk and Compliance disciplines, ensuring appropriate oversight while providing proper balance to support line of business objectives, governance, and regulatory expectations Serve on Risk Management Committees and may advise or serve on other committees as needed; facilitates and encourages informed and constructive debate on key issues Serve as check and challenge for processes implemented by Investment Management Establish protocols for assessing changes within Wealth Management that have material impacts to BNY Mellon's risk profile, appropriate levels of approval for the change and how risk associated with the change will be measured Appropriately escalate issues to the Risk, Compliance and business line or legal entity management teams, as needed Lead, recruit, direct, motivate and develop the team, maximizing individual contribution, professional growth and ability to function effectively Maintain familiarity with current and emerging regulations regarding investments within Wealth Management Bachelor's degree required Master's degree (including but not limited to MBA) preferred 20+ years of total work experience with at least 10 years in management preferred Experience in Wealth Management risk and investment risk Ability to interact and influence executives at the highest levels in the organization Ability to analyze complex information, determine appropriate actions, and be resolute about actions if challenged Proven experience building and maintaining strong relationships with regulators Exceptional collaborator and leader through influence; strong track record executing change within a global matrixed business structure and reporting environment Proven experience making decisions, leading consensusbuilding, negotiating, and executing enterprisewide risk programs; demonstrated ability to effectively drive accountability and results Proven leadership and management capabilities with success motivating staff to perform at a consistently high bar in a matrixed environment", "t_create": 1594842347, "id": 1971774, "ats_job_id": "2008065", "name": "Director of Investment Risk (Wealth Management)", "display_job_id": "2008065", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "New York, United States, United States", "stars": 0, "department": "Risk", "type": "ATS"}, {"locations": ["One Mellon Center-USA 00203, Pittsburgh, Pennsylvania"], "t_update": 1604321293, "job_description": "Performs entry level audits/model audits under moderate supervision. Begins to learn and understand Internal Audit, or Model Risk Management policies, methodologies, and standards. May be required to possess specialist skills if, for example, the Auditor is being hired for Technology, Professional Practices, or has a targeted role such as quantitative analysis for a Model Auditor or programming. Tests financial, operational, and other processes as per Audit procedures typically working on projects of low to moderate risk that would involve entry level learning (e.g., regulatory regime, business model, processes) on new assignments. Begins to learn business strategies, processes, and regulations (both on the job and through relevant training) and is alert to the changing nature of risk. Demonstrates newly acquired knowledge and skills through, for example, thoughtful analysis of business processes and issue identification, as well as discussions with the project leader and auditees. Works to gain trust and confidence as internal resource capable of creating and maintaining accurate and clear work documents, completing tasks on time, on budget, and accurately, and quickly learning new businesses, processes, and regulations. Establishes a foundational understanding of core concepts in data analytics, relevant technology, the regulatory environment, the financial services industry, project management and business processes and how these concepts are applied to audit processes. Engages in the exchange of information and develops communication skills and relationships with the Audit Project Leader, other Audit associates, and clients while learning the business and testing controls. Understands the sensitive nature of confidential information and uses it appropriately. Learns how best to communicate difficult concepts to others. Applies judgement based on the analysis of information which is used as inputs for others to solve complex issues and identify innovative solutions. No direct reports. Job scope is limited to the accuracy and quality of incumbent's own work. Understands how the audit teams integrate and contributes to the achievement of team goals. Modified based upon local regulations/requirements. Bachelor's degree or equivalent combination of education and work experience required. Degree in Accounting, Finance, or relevant critical thinking specialty such as MIS, DIS, Computer Science, Mathematics preferred. Modelers Masters in Mathematical Finance or advanced degree in Math, Statistics, Physics, Economics or Engineering preferred. 03 years of total work experience preferred. Prior experience in Audit or the relevant specialty area preferred. Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. Requires at least 25% travel.", "t_create": 1596724152, "id": 1972489, "ats_job_id": "2008914", "name": "Auditor- Wealth Management", "display_job_id": "2008914", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "One Mellon Center-USA 00203, Pittsburgh, Pennsylvania", "stars": 0, "department": "Audit", "type": "ATS"}, {"locations": ["Georgia, United States, United States"], "t_update": 1610073680, "job_description": "The incumbent oversees all aspects of Bank of New York Mellon Private Asset Management product and service delivery in region, including direct responsibility for all client servicing activities and oversight of investment decisions in client accounts. Directly manages all portfolio management personnel in region. Full responsibility for revenues and expenses and budgets for portfolio management in region. Development of regional strategy and execution in concert with other MPAM units including sales, small accounts, custody, estate settlement, fees and wealth management. The qualified candidate will have ten years or more experience in investment management/financial services industry. Knowledge consistent with a bachelor's degree as well as advanced knowledge or experience consistent with MBA and/or CFA. May also have Juris Doctorate. Minimum five years experience in managing senior investment professionals or financial services professionals. Proven ability to develop and execute strategy including units over which incumbent does not have direct management responsibility, as well as proven track record of budget management.", "t_create": 1609937390, "id": 2999589, "ats_job_id": "2100263", "name": "Regional Director, Wealth Mgmt", "display_job_id": "2100263", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "Georgia, United States, United States", "stars": 0, "department": "Wealth Management", "type": "ATS"}, {"locations": ["Georgia, United States, United States"], "t_update": 1606771757, "job_description": "The Senior Director Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to our largest and most complex clients regarding investment, trust and estate, insurance, tax and banking needs. S/He works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Director Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business. The ideal candidate will have an undergraduate degree or equivalent work experience with at least 10+ years of experience in the investment management industry. Prior experience managing large and complex family relationships preferred. An advanced degree or professional certification preferred.", "t_create": 1601493191, "id": 2053277, "ats_job_id": "2010318", "name": "Sr. Director - Wealth Manager", "display_job_id": "2010318", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "Georgia, United States, United States", "stars": 0, "department": "Wealth Management", "type": "ATS"}, {"locations": ["Ohio, United States, United States"], "t_update": 1609891750, "job_description": "The Senior Director Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to our largest and most complex clients regarding investment, trust and estate, insurance, tax and banking needs. S/He works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Director Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business. The ideal candidate will have an undergraduate degree or equivalent work experience with at least 10+ years of experience in the investment management industry. Prior experience managing large and complex family relationships preferred. An advanced degree or professional certification preferred.", "t_create": 1600882282, "id": 2053249, "ats_job_id": "2010146", "name": "Sr. Director - Wealth Manager", "display_job_id": "2010146", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "Ohio, United States, United States", "stars": 0, "department": "Wealth Management", "type": "ATS"}, {"locations": ["Florida, United States, United States"], "t_update": 1607094296, "job_description": "The Senior Director Wealth Manager serves as the trusted advisor to our high net worth clients and their families. In this role, the incumbent provides comprehensive guidance to our largest and most complex clients regarding investment, trust and estate, insurance, tax and banking needs. S/He works with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives. S/He develops thoughtful strategies that enhance client service delivery and manage risk. The incumbent will work cooperatively within a team environment to harness all of the firm s resources on behalf of the client. Additionally, the Sr. Director Wealth Manager will collaborate on potential new business opportunities; and enhance and expand the firm s relationships with Centers of Influence within the community. In partnership with Client Strategists, Wealth Manager Fiduciary Specialists and Private Bankers, he/she will be responsible for developing current and future fee business. The ideal candidate will have an undergraduate degree or equivalent work experience with at least 10+ years of experience in the investment management industry. Prior experience managing large and complex family relationships preferred. An advanced degree or professional certification preferred. Fluency in Spanish or Portuguese required.", "t_create": 1579090388, "id": 1964682, "ats_job_id": "2000735", "name": "Sr. Director - Wealth Manager", "display_job_id": "2000735", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "Florida, United States, United States", "stars": 0, "department": "Wealth Management", "type": "ATS"}, {"locations": ["New York, United States, United States"], "t_update": 1607552029, "job_description": "About BNY Mellon BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment cycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2020, BNY Mellon had $37.2 trillion in assets under custody and/or administration, and $2.0 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news. About BNY Mellon Wealth Management For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $254 billion in total client assets, as of June 30, 2020, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth. Vice President, Financial Planning & Analysis - Wealth Mgmt Key Responsibilities: Provide thought leadership, analysis and insights for senior management reporting and strategic reviews (Monthly and Quarterend Financial Results, Forecasts, Plan, Weekly Flash, Monthly Business Reviews, etc.) in coordination with the broader Wealth Management FP&A and Finance organizations Leads the daytoday planning and forecasting process for the Wealth Management line of business at BNY Mellon Recommends and institutes process improvements, and develops enhanced analytics to drive forward looking, strategic decisions in support of Wealth's long range growth targets Provide oversight, coaching and development to a team of analysts across New York, Pittsburgh and India Key Skills: Strong verbal and written analytical and communication skills Demonstrated presentation skills and experience with senior business leaders Capable of multitasking and prioritizing in a fastpaced and changing work environment Strong technical skills in Microsoft Excel & PowerPoint and TM1 Be a critical thinker and problem solver that will drive qualitative and quantitative analysis, formulate hypotheses and identify solutions for strategic business issues Builds collaborative relationships across various partners and influences senior stakeholders Works independently and within a team to drive deliverables forward to completion Is inquisitive & possesses a desire to learn the wealth management business & industry Results/task orientated with excellent attention to detail Bachelors Degree in Economics, Finance, Accounting, related field, or equivalent combination of education and experience 710 years of total relevant experience preferred Exceptional analytical skills, with the ability to deliver analyses in a concise and logical manner Strong written and verbal communication skills Strong project management skills, and a strong team player Experience with financial planning & analysis, process improvement & transformation, change management, strategy formulation, and relationship management Proficient in Excel and Power Point; other analysis and visualization tools a plus Experience in working with crossfunctional team preferred", "t_create": 1605910447, "id": 2169043, "ats_job_id": "2011458", "name": "Vice President, Financial Planning & Analysis - Wealth Mgmt", "display_job_id": "2011458", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "New York, United States, United States", "stars": 0, "department": "Finance/Accounting", "type": "ATS"}, {"locations": ["New York, United States, United States"], "t_update": 1610766450, "job_description": "This is a newly created position to provide proactive management of fiduciary risks incurred by the Wealth Management (WM) business as a provider of services to its clients, ensuring an effective, riskaware business environment. A successful candidate will provide effective, robust challenge to the business on fiduciary risks arising from bank activities and business initiatives. Responsibilities include: Identify and advise management on potential fiduciary risks; develop process to monitor and report on fiduciary risks Monitors procedures and practices of WM business to ensure compliance and adherence to internal policies and fiduciaryrelated regulations; recommend changes and/or enhancements to improve control environment and procedures Ensure business decisions mitigate potential conflicts of interest; review trustee activities to ensure we are acting in our clients' best interests Work with WM business to ensure proper documentation for all discretionary requests from clients Develop strong working relationships with senior members of the WM, Risk Management, Compliance, and Audit teams to ensure timely completion of riskrelated deliverables, issue resolution, and implementation of improvements Responsible for appropriately escalating issues to senior leadership and effectively addressing less complex issues independently Bachelor's degree or the equivalent combination of education and experience is required Extensive experience within the WM industry and fiduciary risks inherent in our business (covering Common Law Principles, Investment Advisory Act of 1940 activities, Investment Company Act of 1940 activities, ERISA, etc.) Demonstrates the highest standards of professional ethics and integrity Makes sound, wellinformed decisions that support accomplishment of organizational goals Ability to generate trust and build alliances across all lines of defense", "t_create": 1608298264, "id": 2280054, "ats_job_id": "2012563", "name": "Principal, Fiduciary Risk (Wealth Mgmt.)", "display_job_id": "2012563", "business_unit": "Unknown", "medallionProgram": null, "hot": 0, "location": "New York, United States, United States", "stars": 0, "department": "Risk", "type": "ATS"}, {"locations": ["California, United States, United States"], "t_update": 1610766283, "job_description": "The Associate Wealth Manager works with the Wealth Managers to provide comprehensive guidance to clients regarding investment, tax, banking, insurance, and trust and estate needs. This includes communicating the investment strategy directly to the client. Additional responsibilities include, calculating wealth projections, recommending and executing portfolio rebalancing programs, verifying client objectives, analyzing investment performance and identifying opportunities to expand relationships. The incumbent may also have independent responsibility for managing some small client relationships. The ideal candidate will have an undergraduate degree or equivalent work experience and at least 24 years of experience in the investment industry. Progress towards an advanced degree or professional certification is expected. Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred. The ideal candidate will have an undergraduate degree or equivalent work experience and at least 24 years of experience in the investment industry. Progress towards an advanced degree or professional certification is expected. 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