BNY
Senior Associate, Client Strategist (Cornerstone)
BNY, Boston, Massachusetts, us, 02298
Senior Associate, Client Strategist
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.
We’re seeking future team members for the 2025 Cornerstone class to join our Wealth Management team. We are hiring in the following locations: Boston, Philadelphia, New York, Los Angeles, Atlanta, Tampa, Pittsburgh, San Francisco, and Dallas.
Cornerstone is a two-year comprehensive sales career and skills development program designed to identify and cultivate future Client Strategists at BNY Wealth.
Cornerstone participants will receive:
Experience:
On-the-job learning; application of topics learned during the program and through in-market observations. Education:
Develop skills and knowledge to focus on Leading with Advice and selling BNY Wealth’s services to high-net-worth individuals. Program provides tools to boost efficiency and effectiveness, including the opportunity to earn CFP designation. Exposure:
Local partners (regional management, Client Strategist, and Wealth Manager partners) provide opportunities to network and observe sales activities. Access to senior leadership, coaching resources, and Program team throughout experience. In this role, you’ll make an impact in the following ways: The Senior Associate, Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge, and experience to ultimately offer BNY Wealth's full suite of services to high-net-worth individuals primarily through face-to-face meetings and networking with various centers of influence. Individual will have exposure to local partners (Regional Management, Wealth Managers/Client Strategists) that will provide opportunities to network and observe sales activities. The individual will also have access to a global sales coach, senior leadership, the Program Director, and Talent & Development resources. At the completion of the two-year program, he/she will be expected to achieve revenue goals, generate leads, and manage the sales process through to closure. Additionally, the individual will be responsible for transitioning the day-to-day management of the client to an assigned Wealth Manager. The Senior Associate, Client Strategist will be expected to learn how to identify, engage & nurture new business influencers and the right types of clients to grow our business. Individual will develop the skills to successfully influence, remain relevant, become an expert, and connect people and solutions. To be successful in this role, we’re seeking the following: Undergraduate degree required. Additional certifications and advanced degree a plus. 5+ years of related experience, preferably in financial services, or equivalent advanced 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. He/She should also be very structured with a high attention to detail that facilitates their consistent and diligent follow-through. Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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On-the-job learning; application of topics learned during the program and through in-market observations. Education:
Develop skills and knowledge to focus on Leading with Advice and selling BNY Wealth’s services to high-net-worth individuals. Program provides tools to boost efficiency and effectiveness, including the opportunity to earn CFP designation. Exposure:
Local partners (regional management, Client Strategist, and Wealth Manager partners) provide opportunities to network and observe sales activities. Access to senior leadership, coaching resources, and Program team throughout experience. In this role, you’ll make an impact in the following ways: The Senior Associate, Client Strategist will participate in a two-year comprehensive sales career and skills development program where the individual will gain the skills, knowledge, and experience to ultimately offer BNY Wealth's full suite of services to high-net-worth individuals primarily through face-to-face meetings and networking with various centers of influence. Individual will have exposure to local partners (Regional Management, Wealth Managers/Client Strategists) that will provide opportunities to network and observe sales activities. The individual will also have access to a global sales coach, senior leadership, the Program Director, and Talent & Development resources. At the completion of the two-year program, he/she will be expected to achieve revenue goals, generate leads, and manage the sales process through to closure. Additionally, the individual will be responsible for transitioning the day-to-day management of the client to an assigned Wealth Manager. The Senior Associate, Client Strategist will be expected to learn how to identify, engage & nurture new business influencers and the right types of clients to grow our business. Individual will develop the skills to successfully influence, remain relevant, become an expert, and connect people and solutions. To be successful in this role, we’re seeking the following: Undergraduate degree required. Additional certifications and advanced degree a plus. 5+ years of related experience, preferably in financial services, or equivalent advanced 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. He/She should also be very structured with a high attention to detail that facilitates their consistent and diligent follow-through. Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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