Vice President, Financial Planner I

Vice President, Financial Planner I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.     We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. The Global Insights Lab (“GIL”) is a national team of investment and estate planning professionals supporting BNY Wealth’s most complex clients and their relationship teams. We’re seeking a future team member for the role of Vice President, Financial Planner I to join our Wealth Management team. This role will be based in Pittsburgh, PA. In this role, you’ll make an impact in the following ways:  Create models/thesis/insights to help shape wealth/estate strategy and portfolio construction.  Influence others by demonstrating strong wealth advisory ability and communicating and engaging with colleagues (shape the sales messaging, competitor differentiation, etc.). Participate in pre-calls and strategy meetings with sales and client teams.  Understand and articulate the investment impact of estate planning decisions (and vice versa) Support the development of new products and services for our Virtual Family Office (“VFO”) team. May assist in advice strategy for large and complex clients.  Work independently under limited supervision of the Head of GIL Contribute to team/firm profitability, assuring retention and expansion of existing client relationships by contributing to superior advice outcomes    To be successful in this role, we’re seeking the following:  Bachelor‘s degree or the equivalent combination of education and experience is required.  CFP designation preferred; CFA will be considered with requisite estate planning experience 2+ years of investment experience preferred  2+ years of trust, fiduciary or estate planning experience Applicable local/regional licenses or certifications as required by the business.  As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.   At BNY, our culture speaks for itself. Here’s a few of our awards:  America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards:  BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.    BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Created: 2025-09-15