Friday, July 19, 2013

Sr Dir Portfolio Mgmt, Tm Ldr Job, BNY Mellon - San Francisco, CA

Senior Director Portfolio Management, Team Leader Job, BNY Mellon - San Francisco, CA

Sr Dir Portfolio Mgmt - Tm Ldr (Job Number: 1310412)

Description
The Team Leader leads a team responsible for the management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts. Fully accountable for all legal and investment aspects of their Team's assigned accounts. The Team Leader is also responsible for managing the revenues and expenses of a cost center and all of the people assigned to that cost center. The Team Leader will work with the Manager of Portfolio management for formulate strategies, policies, and procedures that enhance client service delivery and account manage productivity. The incumbent will be able to articulate Wealth Management's equity, fixed income and investment process as well as the asset allocation process and will be able to train existing and future team members in all facets of WM. The qualified candidate will have eight plus years experience in the Investment and Fiduciary Management industry. BA or advanced degree or professional certification (bar admission, CFA, etc.).

Qualifications
The qualified candidate will have eight plus years experience in the Investment and Fiduciary Management industry. BA or advanced degree or professional certification (bar admission, CFA, etc.).

Primary Location: United States-USA-CA-San Francisco
Internal Jobcode: 01284
Job: Wealth Management
Organization: Wealth Mgmt West US Markets-HR09664

Job Segments: Equity, Manager, CFA, Finance, Management

No comments: