Top 4 Wealth management director Jobs in Costa Mesa Ca

Director, Wealth Advisor
The Bank of New York Mellon Corporation —Newport Beach, CA
- $130,000 - $300,000 a year
- Full-time
- Bilingual
- Office
- Business development
Managing Director & Market Leader for Orange County, US Wealth Management
BMO Financial Group —Newport Beach, CA
- $150,700 - $261,800 a year
- Full-time
- Office
- Analysis skills
- Fair chance
- Health insurance
- Tuition reimbursement
Director, Retirement Plan Services
HUB International —Newport Beach, CA
- Online Application
- Microsoft Outlook
- Computer literacy
- Writing skills
- Health savings account
- Disability insurance

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wealth management director jobs near costa mesa ca

Director, Wealth Advisor

The Bank of New York Mellon Corporation -
Newport Beach, CA

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Job Details

Full-time
$130,000 - $300,000 a year

Qualifications

Bilingual
Business development management
Customer communication
Wealth management
Financial sales
Customer relationship building
Balance sheet
Business development
Bachelor's degree
Team management
Client base expansion
Investment client management
Product management
Customer relationship management
Mentoring
Initial Contact (sales skills)
Financial goal setting advisory services
Prospecting
Business development within finance
Client acquisition
Client growth strategy
Banking business development
Senior level
Financial markets knowledge

Full Job Description

At BNY, our culture allows us to run our company better and enables employee's growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA.

In this role, you'll make an impact in the following ways:

Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

To be successful in this role, we’re seeking the following:

Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management.
Applicable local/regional licenses or certifications as required by the business.
Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust.
No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom
BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $130,000 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Apply Now

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wealth management director jobs in costa mesa ca

Director, Wealth Advisor

Managing Director & Market Leader for Orange County, US Wealth Management

Director, Retirement Plan Services

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