Experience
5 yrs required
Location
Palm Beach Gardens, FL, United States
Posted on
Sep 22, 2020
Profile
Market
The candidate oversees all aspects of Bank of New York Mellon Private Asset Management product and service delivery in region, including direct responsibility for all client servicing activities and oversight of investment decisions in client accounts. Directly manages all portfolio management personnel in region. Full responsibility for revenues and expenses and budgets for portfolio management in region. Development of regional strategy and execution in concert with other MPAM units including sales, small accounts, custody, estate settlement, fees and wealth management. Should have 10+ years or more experience in investment management/financial services industry. Must have Knowledge consistent with a bachelor's degree as well as advanced knowledge or experience consistent with MBA and/or CFA. May also have Juris Doctorate. Must have 5+ years experience in managing senior investment professionals or financial services professionals. Should have proven ability to develop and execute strategy including units over which incumbent does not have direct management responsibility, as well as proven track record of budget management.
Company info
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