Job Details

Regional President I

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Organization Type


Job Type


Years of Experience

Min 10 yrs required


San Francisco, CA

Date Last Verified

Jul 21,2017

Posted on

Apr 18,2017
Practice Area
Finance >> Finance - Banking
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Regional President I The candidate will oversees all aspects of Private Wealth Management product, service, and sales delivery in an expansion or start up region. Will have full P&L responsibility for portfolio management and sales in region. Management of staff (typically 10-30 employees including indirect reports). Development of regional strategy and execution. Reporting to a National Director, the President of the Region will participate in the determination of the business' overall strategic plan and will lead the translation and implementation of that plan into a regional strategy to increase market share and profitability. Also work with The Bank of New York Mellon's separate Investment Policy Group to develop investment policies and programs that maximize portfolio performance consistent with client objectives. 10+ years of experience in investment management/financial services industry preferred. May also be an individual with high business/community profile, consistent with heading up a foundation, professional services firm or cultural institutional with asset management knowledge. Knowledge consistent with a bachelor s degree as well as advanced knowledge or experience consistent with MBA and/or CFA is essential. May also have Juris Doctorate. 5+ years experience in managing senior professionals, preferably investment or financial services professionals.

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Job Number:1704167

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