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Director, Wealth Advisor

Date Posted: Jul 02, 2026
Yearly: USD - USD

Job Detail

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    Location Pittsburgh, Pennsylvania, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Oct 06, 2026

Job Description

Overview

At BNY, our culture allows us to run our company better and enables employee's growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships. Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base. Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions. Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions. Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs. To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred. 10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product. Applicable local/regional licenses or certifications as required by the business. Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred. Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 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

Key responsibilities

Not specified in the original listing.

Required skills

  • Banking & Financial Services

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Pittsburgh, Pennsylvania, United States of America

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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