× We offer our visitors 5 free video views. Download the free iOS app here for access to thousands of videos. Schools may contact us for full platform access.
Tourist 9ea32024d730704820fce054faa792d7
Tags:

SENIOR DIRECTOR - WEALTH MANAGEMENT: Take Yourself Out Of The Urgency Of The Moment

About this video 

Leigh is the senior director of a wealth management firm. Her job entails developing business for BNY by finding potential clients who can utilize their services. To do this, she has to understand the market and the individuals who could benefit from their services. She advises that it is important in building your career to sometimes take a step back and take yourself out of the urgency of the moment.

Degree: Finance and Financial Management Services - Business
Job Title: Senior Director
Employer: BNY Mellon Wealth Management

Job Summary: Financial Managers

Job Description

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

On-the-Job Training

None

Additional Info

Financial managers must usually have a bachelor's degree and more than 5 years of experience in another business or financial occupation, such as loan officer, accountant, auditor, securities sales agent, or financial analyst. As with other managerial occupations, job-seekers are likely to face competition because the number of job openings is expected to be fewer than the number of applicants. Candidates with a master's degree or certification should enjoy the best job prospects.

Quick Facts

Average salary
Average salary
National Statistic Change Location
Confirm
$55,000 - $170,000
Projected job growth
Projected Job Growth
0 to 10 percent
Typical schedule
Typical schedule
Full-time, Long hours
Typical workplace
Typical workplace
Office, Indoor
Personal qualities
Personal Qualities
Detail oriented, Analytical skills, Written communication skills, Verbal communication skills, Organizational skills, Mathematical skills

PathSource provides free English transcriptions for each of our informational interviews on video which will appear here after you have signed in. Our advanced transcriptions are highly interactive. They scroll down automatically as the video plays and users can jump to a specific part of the video by clicking on any word in the transcript.

For a small fee, we offer transcriptions in different languages, making PathSource a great tool for English Language Learners. This feature is currently available for customers in the education field only.

Please contact us at support@pathsoruce.com if you have any questions or would like to get a price quote for advanced transcripts offered in a second language.

P3.instances[0].transcript.parse_transcript_data({"transcript":"<p><span m='250'>Hi.</span> <span m='470'>I'm</span> <span m='610'>Leigh</span> <span m='820'>Wasson,</span> <span m='1530'>and</span> <span m='2160'>I'm</span> <span m='2430'>a</span> <span m='2490'>senior</span> <span m='2790'>director</span> <span m='3230'>with</span> <span m='3410'>BNY</span> <span m='3730'>Mellon</span> <span m='4090'>Wealth</span> <span m='4300'>Management</span> <span m='4590'>in</span> <span m='4880'>San</span> <span m='4980'>Francisco.</span> <span m='6640'>I</span> <span m='6870'>entered</span> <span m='7380'>the</span> <span m='7670'>finance</span> <span m='8090'>industry</span> <span m='8670'>over</span> <span m='8890'>25</span> <span m='9360'>years</span> <span m='9590'>ago</span> <span m='9880'>working</span> <span m='10460'>with</span> <span m='10610'>institutional</span> <span m='11180'>investors</span> <span m='12260'>and</span> <span m='12680'>started</span> <span m='13000'>working</span> <span m='13190'>with</span> <span m='13310'>private</span> <span m='13660'>clients</span> <span m='14380'>a</span> <span m='14820'>good</span> <span m='15340'>12,</span> <span m='16070'>13</span> <span m='16379'>years</span> <span m='16630'>ago.</span> <span m='17410'>And</span> <span m='17900'>I</span> <span m='18810'>came</span> <span m='19060'>upon</span> <span m='19520'>BNY</span> <span m='19890'>Mellon</span> <span m='21240'>because</span> <span m='21670'>of</span> <span m='21930'>the</span> <span m='22730'>strength</span> <span m='23610'>and</span> <span m='24230'>the</span> <span m='24320'>stability</span> <span m='24880'>of</span> <span m='24950'>the</span> <span m='25040'>organization,</span> <span m='26160'>which</span> <span m='26270'>is</span> <span m='26390'>very</span> <span m='26590'>valued</span> <span m='27160'>in</span> <span m='27250'>the</span> <span m='27320'>finance</span> <span m='27780'>business.</span> </p><p><span m='28510'>It's</span> <span m='28660'>funny.</span> <span m='28940'>We</span> <span m='29050'>talk</span> <span m='29250'>about</span> <span m='29480'>that</span> <span m='29840'>at</span> <span m='29970'>an</span> <span m='30110'>entrepreneur</span> <span m='30660'>innovation</span> <span m='31170'>conference.</span> <span m='32100'>It's</span> <span m='32259'>a</span> <span m='32310'>firm</span> <span m='32560'>that</span> <span m='32700'>also</span> <span m='33140'>innovates,</span> <span m='33960'>and</span> <span m='34330'>I</span> <span m='34670'>was</span> <span m='34800'>attracted</span> <span m='35330'>to</span> <span m='35450'>them.</span> <span m='36710'>So</span> <span m='37140'>through</span> <span m='37370'>hard</span> <span m='37640'>work</span> <span m='38040'>and</span> <span m='39100'>taking</span> <span m='39460'>risk</span> <span m='39920'>and</span> <span m='40220'>not</span> <span m='40470'>always</span> <span m='40860'>succeeding</span> <span m='42170'>and</span> <span m='42310'>continuing</span> <span m='42800'>to</span> <span m='42900'>try</span> <span m='43290'>is</span> <span m='43510'>where</span> <span m='43890'>I</span> <span m='44000'>am</span> <span m='44210'>where</span> <span m='44360'>I</span> <span m='44400'>am.</span> <span m='44700'>I</span> <span m='44770'>think</span> <span m='45050'>by</span> <span m='45220'>learning,</span> <span m='46740'>having</span> <span m='47040'>great</span> <span m='47290'>mentors</span> <span m='47960'>and</span> <span m='48080'>role</span> <span m='48260'>models</span> <span m='49280'>and</span> <span m='49940'>applying</span> <span m='50830'>and</span> <span m='52180'>going</span> <span m='52450'>to</span> <span m='53560'>good</span> <span m='53740'>schools</span> <span m='54210'>and</span> <span m='54290'>business</span> <span m='54620'>school</span> <span m='55170'>and</span> <span m='56010'>just</span> <span m='56250'>continuing</span> <span m='56760'>to</span> <span m='56870'>work</span> <span m='57070'>really</span> <span m='57280'>hard</span> <span m='57690'>is</span> <span m='57840'>what</span> <span m='58120'>lets</span> <span m='58320'>you</span> <span m='58790'>succeed</span> <span m='59240'>in</span> <span m='59360'>your</span> <span m='59720'>career.</span> </p><p><span m='61070'>My</span> <span m='61240'>actual</span> <span m='61560'>job</span> <span m='61960'>is</span> <span m='62470'>to</span> <span m='63080'>think</span> <span m='63340'>about</span> <span m='63830'>how</span> <span m='64150'>to</span> <span m='65269'>introduce</span> <span m='66420'>the</span> <span m='66630'>capabilities</span> <span m='67460'>of</span> <span m='67560'>BNY</span> <span m='67960'>Mellon</span> <span m='68310'>Wealth</span> <span m='68530'>Management</span> <span m='69540'>to</span> <span m='70350'>potential</span> <span m='71390'>clients</span> <span m='71940'>or</span> <span m='72020'>people</span> <span m='72330'>who</span> <span m='72450'>would</span> <span m='72660'>utilize</span> <span m='73420'>those</span> <span m='73550'>services.</span> <span m='74700'>And</span> <span m='74790'>that</span> <span m='75000'>means</span> <span m='75390'>that</span> <span m='75550'>I</span> <span m='75640'>need</span> <span m='75850'>to</span> <span m='75950'>think</span> <span m='76180'>about</span> <span m='76770'>who</span> <span m='77060'>to</span> <span m='77260'>be</span> <span m='77370'>in</span> <span m='77480'>front</span> <span m='77730'>of,</span> <span m='78505'>who</span> <span m='78990'>to</span> <span m='79370'>network</span> <span m='79720'>with,</span> <span m='80890'>how</span> <span m='81090'>to</span> <span m='81210'>make</span> <span m='82450'>an</span> <span m='82560'>impression</span> <span m='83270'>that</span> <span m='83640'>is</span> <span m='84220'>memorable</span> <span m='85100'>and</span> <span m='86230'>relevant.</span> <span m='87510'>So</span> <span m='87730'>a</span> <span m='87800'>lot</span> <span m='88040'>of</span> <span m='88090'>it is</span> <span m='88380'>understanding</span> <span m='89050'>the</span> <span m='89140'>market</span> <span m='89780'>and</span> <span m='90110'>the</span> <span m='90200'>potential</span> <span m='92310'>individuals</span> <span m='93050'>who</span> <span m='93360'>would</span> <span m='93830'>hire</span> <span m='94270'>BNY</span> <span m='94660'>Mellon.</span> </p><p><span m='95490'>We're</span> <span m='95750'>a</span> <span m='95820'>wealth</span> <span m='96080'>management</span> <span m='96520'>firm,</span> <span m='96990'>so</span> <span m='97880'>we're</span> <span m='98380'>of</span> <span m='98490'>interest</span> <span m='98930'>to</span> <span m='99020'>people</span> <span m='99400'>who</span> <span m='99570'>have</span> <span m='100480'>significant</span> <span m='101020'>assets</span> <span m='101680'>that, in</span> <span m='101920'>many</span> <span m='102210'>cases,</span> <span m='103410'>will</span> <span m='103620'>outlive</span> <span m='104000'>them</span> <span m='104760'>and</span> <span m='105220'>need</span> <span m='105600'>a</span> <span m='106760'>great,</span> <span m='108130'>thoughtful,</span> <span m='109030'>smart,</span> <span m='110890'>stable</span> <span m='111650'>organization</span> <span m='112450'>to</span> <span m='112860'>help</span> <span m='113180'>them</span> <span m='113350'>make</span> <span m='113530'>decisions</span> <span m='113980'>around</span> <span m='114260'>those</span> <span m='114420'>assets,</span> <span m='114930'>whether</span> <span m='115070'>it</span> <span m='115130'>be</span> <span m='115250'>how</span> <span m='115390'>to</span> <span m='115490'>manage</span> <span m='115850'>the</span> <span m='116010'>assets,</span> <span m='116930'>how</span> <span m='117140'>to</span> <span m='117670'>plan</span> <span m='118780'>to</span> <span m='120430'>hold</span> <span m='120720'>those</span> <span m='120940'>assets</span> <span m='122230'>to</span> <span m='122540'>benefit</span> <span m='123330'>their</span> <span m='123550'>lifestyle</span> <span m='124180'>as</span> <span m='124310'>well</span> <span m='124610'>as</span> <span m='124820'>a</span> <span m='124910'>legacy</span> <span m='125310'>they</span> <span m='125410'>might</span> <span m='125590'>want</span> <span m='125720'>to</span> <span m='125780'>create</span> <span m='126360'>for</span> <span m='126470'>their</span> <span m='126600'>children,</span> <span m='127180'>for</span> <span m='127270'>the</span> <span m='127380'>next</span> <span m='127650'>generation,</span> <span m='128259'>for</span> <span m='128380'>their</span> <span m='128490'>grandchildren,</span> <span m='129050'>as</span> <span m='129180'>well</span> <span m='129430'>as</span> <span m='129590'>for</span> <span m='129710'>philanthropy.</span> <span m='130690'>So</span> <span m='130840'>we</span> <span m='130930'>help</span> <span m='131110'>people</span> <span m='131330'>think</span> <span m='131480'>about</span> <span m='131710'>social</span> <span m='132080'>impact</span> <span m='132500'>also.</span> </p><p><span m='133820'>It's</span> <span m='133970'>all-encompassing.</span> <span m='135400'>And</span> <span m='135860'>my</span> <span m='135990'>day</span> <span m='136190'>starts</span> <span m='136640'>by</span> <span m='136780'>thinking</span> <span m='137130'>about,</span> <span m='137360'>who</span> <span m='137510'>do</span> <span m='137600'>we</span> <span m='137700'>need</span> <span m='137870'>to</span> <span m='137930'>get</span> <span m='138080'>in</span> <span m='138150'>front</span> <span m='138440'>of?</span> <span m='138730'>Who</span> <span m='139060'>have</span> <span m='139230'>we</span> <span m='139360'>gotten</span> <span m='139620'>in</span> <span m='139750'>front</span> <span m='139980'>of?</span> <span m='140160'>What</span> <span m='140320'>do</span> <span m='140390'>I</span> <span m='140490'>need</span> <span m='140680'>to</span> <span m='140750'>do</span> <span m='140930'>to</span> <span m='141010'>help</span> <span m='141290'>us</span> <span m='141490'>continue</span> <span m='142110'>in</span> <span m='142270'>that</span> <span m='142480'>dialogue</span> <span m='142930'>so</span> <span m='143060'>they</span> <span m='143160'>hire</span> <span m='143930'>BNY</span> <span m='144220'>Mellon</span> <span m='144540'>as</span> <span m='144650'>one</span> <span m='144790'>of</span> <span m='144830'>their</span> <span m='144900'>partners?</span> </p><p><span m='146450'>I</span> <span m='146610'>have</span> <span m='147140'>a</span> <span m='148090'>strong</span> <span m='148410'>liberal</span> <span m='148670'>arts</span> <span m='148890'>training,</span> <span m='149560'>a</span> <span m='150040'>bachelor</span> <span m='150680'>in</span> <span m='150790'>science</span> <span m='151340'>and</span> <span m='151460'>finance.</span> <span m='152330'>And</span> <span m='152780'>I</span> <span m='153170'>have</span> <span m='153370'>an</span> <span m='153550'>MBA</span> <span m='154070'>from</span> <span m='154710'>The</span> <span m='154780'>Wharton</span> <span m='155040'>School.</span> </p><p><span m='155970'>What</span> <span m='156110'>I</span> <span m='156170'>wish</span> <span m='156430'>I</span> <span m='156490'>knew</span> <span m='157430'>when</span> <span m='157580'>I</span> <span m='157630'>was</span> <span m='157750'>younger</span> <span m='158150'>than</span> <span m='158290'>I</span> <span m='158360'>know</span> <span m='158570'>now</span> <span m='159040'>is</span> <span m='159650'>the</span> <span m='159880'>importance</span> <span m='161010'>of</span> <span m='161750'>reading</span> <span m='162050'>the</span> <span m='162150'>fine</span> <span m='162450'>print,</span> <span m='163800'>taking</span> <span m='164290'>the</span> <span m='164420'>time,</span> <span m='166380'>taking</span> <span m='166690'>yourself</span> <span m='167150'>out</span> <span m='167400'>of</span> <span m='167590'>the</span> <span m='168160'>urgency</span> <span m='168780'>at</span> <span m='168870'>the</span> <span m='168970'>moment.</span> <span m='169640'>Because</span> <span m='169960'>when</span> <span m='170180'>you're</span> <span m='170460'>building</span> <span m='170840'>your</span> <span m='171000'>career,</span> <span m='172540'>you</span> <span m='172730'>want</span> <span m='173100'>to</span> <span m='173350'>just</span> <span m='173580'>keep</span> <span m='173810'>going.</span> <span m='174240'>You've</span> <span m='174410'>got</span> <span m='174640'>to</span> <span m='174740'>step</span> <span m='175160'>back</span> <span m='176010'>and</span> <span m='176170'>understand</span> <span m='176600'>the</span> <span m='176650'>details</span> <span m='176930'>and</span> <span m='177210'>read</span> <span m='177430'>the</span> <span m='177500'>fine</span> <span m='177780'>print.</span> <span m='178190'>I</span> <span m='178290'>will</span> <span m='178490'>add</span> <span m='178700'>onto</span> <span m='179040'>that</span> <span m='180820'>it's</span> <span m='180990'>important</span> <span m='181340'>to</span> <span m='181430'>understand</span> <span m='181880'>that</span> <span m='181950'>perception</span> <span m='182510'>is</span> <span m='182630'>reality,</span> <span m='184000'>and</span> <span m='184250'>it's</span> <span m='184420'>really</span> <span m='184750'>important</span> <span m='185100'>to</span> <span m='185160'>be</span> <span m='185750'>a</span> <span m='186520'>really</span> <span m='186880'>good</span> <span m='187110'>listener,</span> <span m='187780'>listening</span> <span m='188210'>skills.</span> </p>","file":{"id":265662,"video_id":"2701083908001","name":"71317217","duration":190015,"thumbnail_url":null}});