The incumbent is responsible for the coordination and implementation of marketing programs developed by Private Wealth Management Marketing. He/She plans and attends special events (seminars, receptions) and client programs (individual or firm presentations) and may attend community functions on behalf of PWM. He/She supervises the Sales Assistants in the offices within the Region and acts as senior staff support for the Regional Sales functions;; to insure the consistent high quality and compliant production of new account documentations as well as presentations to clients throughout the Region. Assists in the preparation of the marketing budget for the Region, maintains various records and provides data and management reports to various departments. Incumbent provides support for internal channel marketing within the region and may be responsible for the centralized coordination of analysis and new account processing for all sales offices in the Region. Incumbent serves as a common point of interface and liaison for sales and services to insure new accounts are processed timely and documented correctly and completely.
Qualifications He/She will have a BA/BS in business or related discipline (or related experience). 5 years of financial industry experience with direct knowledge of business lines to be supported, with 2 years of supervisory experience. Strong analytical and communication (oral/written) skills. Excellent organizational, multi-tasking, and project management skills. Must be proficient in Microsoft Office products with emphasis on Word, Excel and PowerPoint and Onyx. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 02069 Job: Wealth Management Organization: Family Office-HR15014 Requisition Number: 2010234