Senior Vice President, Wealth Manager
BNY
Wealth Management Operations Associate
Supernova Technology™
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $80,000 per year
Job Level
JuniorMid-Level
About the role
- Support and grow Securities-Based Lending (SBL) and tailored lending solutions, including alternative fund financing and structured credit transactions.
- Serve as the primary contact for advisors and clients on SBL, alternative fund, and structured lending solutions.
- Guide applicants through onboarding and loan processing—ensuring accuracy, compliance, and timely execution.
- Manage ongoing servicing, including payments, loan draws, and account maintenance.
- Apply expertise in credit policy, collateralized lending, and fund-level borrowing to client inquiries.
- Collaborate with credit, underwriting, and product teams to support complex, tailored financing structures.
- Drive operational improvements by identifying process gaps and suggesting product enhancements.
- Work directly with financial advisors, independent broker-dealers, and large financial enterprises to ensure a seamless client experience from application through servicing.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent experience).
- 2+ years in banking, wealth management, alternative fund financing, or structured credit.
- Strong knowledge of investment products, collateralized lending, and capital markets.
- Proven ability to work with financial advisors, high-net-worth clients, and institutional investors.
- Proficiency in Microsoft Excel and operational systems.
- Exceptional organization, communication, and problem-solving skills.
Benefits
- Medical, Dental, and Vision Insurance: Multiple plans with coverage for employees and dependents.
- HSA and FSA Accounts: Tax-advantaged accounts for health and dependent care expenses.
- Life and Disability Insurance: Employer-paid basic coverage with options for additional voluntary coverage.
- Compensation: $60,000 - $80,000 per year
- Retirement Savings: 401(k) plan with employer contributions.
- Employee Assistance Program (EAP): Confidential support services, including free therapy sessions.
- Paid Time Off: Flexible PTO policies.
- Additional Perks: Commuter benefits, pet insurance, continuing education assistance, and more.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities-Based Lendingalternative fund financingstructured credit transactionscredit policycollateralized lendingfund-level borrowinginvestment productscapital marketsloan processingaccount maintenance
Soft skills
organizationcommunicationproblem-solving
Certifications
Bachelor’s degree in BusinessBachelor’s degree in FinanceBachelor’s degree in Economics
