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Director, Wealth Advisor

Date Posted: Jun 30, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Pittsburgh, Pennsylvania, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 28, 2026
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Job Description

Overview

As the Director, Wealth Advisor at BNY, you will serve as the lead relationship manager for ultra-high net worth clients, driving client meetings and new business development. This role requires overseeing a team to deliver comprehensive financial solutions, focusing on wealth advisory, financial planning, and trust services in Pittsburgh.

Key responsibilities

  • Serve as the primary point of contact for ultra-high net worth client relationships
  • Drive client meetings, prospecting, and new business development to grow client base
  • Oversee team coverage model to engage appropriate specialists for client relationships
  • Develop and execute client strategies across various financial services
  • Deliver active wealth management services tailored to client needs

Required skills

  • Bachelor's degree or equivalent experience required; advanced degree preferred
  • 10-12 years of financial services experience focused on a specific client type or product
  • Applicable local/regional licenses or certifications as required
  • Strong understanding of the marketplace and competitive landscape
  • Bi-lingual capabilities and comprehension of local cultural nuances helpful

What the company offers

  • Highly competitive compensation and benefits
  • Wellbeing programs focused on health and personal resilience
  • Access to flexible global resources and tools
  • Generous paid leaves, including paid volunteer time

Skills Required

Company Overview

BNY
Pittsburgh, Pennsylvania, United States of America
31 Current Jobs Openings

BNY is a leading global financial services company that plays a significant role in the global financial system, influencing nearly 20% of the world's investible assets. The company uses advanced technologies, including AI, to deliver transformative... Read More

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