We believe the greatest investment we make is in our people. Get to know the men and women who make BNY Mellon a world-class financial institution. Meet Debralee, a Senior Wealth Director for BNY Mellon Wealth Management.
I work in BNY Mellon Wealth Management and we help high-net-worth individuals and families meet a wide range of financial goals, including investment allocation, retirement savings, trust & estate planning, and so much more. In my role as Wealth Director, I work in business development finding new clients for our firm.
A Day in My Life
My days are always so different that no single day could be considered typical. This is one of the things I absolutely love about my job. I spend much of my time building business relationships with advisors such as financial planners, CPAs and attorneys. In the area of wealth management we provide complementary services, so it’s good to work closely with them for client cross referrals. But more importantly, we want to be the firm that trusted advisors call when they need one-of-a-kind, customized wealth management solutions.
I also work closely with current clients to strengthen and expand our relationship with them. I want to make sure they’re presented with the breadth of capabilities and expertise we have to offer. Throughout the day, I work with a wide range of BNY Mellon Wealth Management colleagues, including portfolio managers, fiduciary specialists, wealth strategists, financial planners and private bankers. My job is very relationship – not transaction – oriented.
It’s important that I stay involved and engaged with a wide range of people. I participate in various activities such as attending special events, participating on boards and interacting with potential referral sources and prospects.
Three things that surprised me after I started working at BNY Mellon
The pride that people have in working for the firm. The scope and scale of BNY Mellon reaches so many markets. We make a big impact on peoples’ lives all around the world and this instills a certain pride in the people that work here.
The importance of the history of the firm. BNY Mellon is the oldest, continuously operating financial institution in the US. We were founded by the one and only Alexander Hamilton way back in 1784.
The firm’s reputation. BNY Mellon is known to be solid, through and through. We have an incredible product range, wide business reach and some of the highest credit ratings in the financial services industry.
Where I Want to be in 5 years
I really like what I do. Being in business development is very entrepreneurial, like running your own business. As long as I meet my goals, I have a great deal of autonomy in how I go about doing my job. Wealth Directors like to help people meet their financial goals so they can fulfill their life dreams. BNY Mellon is a perfect place to achieve that, both personally and for my clients.
BNY Mellon is one of 26 firms recognized in the inaugural 2016 Bloomberg Financial Services Gender-Equality Index. The index establishes a global benchmark, reflecting disclosure and the achievement or adoption of best-in-class statistics and gender-equality policies.
The Interview Experience: To Know Us is to Like Us
BNY Mellon was awarded a Candidates' Choice Award in Glassdoor's 2016 Best Places to Interview in recognition of our transparent and comfortable interview process. BNY Mellon also ranked in the top three among finance companies for interview experience in 2015.