Senior Director, Head of Wealth Strategies
BNYNew York, New York, United States • New York, New York, United States
Posted October 20, 2025
225000 - 300000 USD year
Full Time
About the Company
BNY is a leading global financial services company offering comprehensive solutions in investment management, wealth technology, and corporate trust. With expertise spanning from managing to moving and safeguarding money, BNY serves over 90% of Fortune 100 companies and top banks worldwide. Our 240-year legacy is built on partnering with clients to create innovative financial solutions that benefit businesses, communities, and individuals globally.
Job Description
BNY Mellon is seeking a Senior Director of Wealth Strategies to lead a national team advising clients on estate, gift tax planning, and wealth management strategies. The role involves setting priorities, overseeing team performance, and collaborating with regional and market leaders to drive business strategy. This position is located in New York, NY.
Requirements
- Bachelor’s degree and J.D., law, accounting, tax degree, or equivalent experience
- 10-15 years of total professional experience in Ultra High Net Worth wealth planning
- 3-5 years in team management
- Strong experience in tax analysis and advisory
Benefits
- Highly competitive compensation
- Flexible global resources
- Work-life balance
- Health & wellness programs
- Employee growth & development