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oraclecloudinfrastructure
BNY is seeking a Director, Wealth Advisor to serve as the lead relationship manager for ultra-high net worth clients, driving business development and delivering comprehensive wealth management solutions. The role involves overseeing team coverage models, executing tailored financial strategies, and providing active wealth management services to grow the client base. This position requires strong client-facing experience and the ability to collaborate with specialists to meet complex client needs.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for oraclecloudinfrastructure.