Vice President, Advisory Solutions External Wholesaler - West Coast Market - BNY : Job Details

VICE PRESIDENT, ADVISORY SOLUTIONS, EXTERNAL WHOLESALER – WEST COAST

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.

About BNY Investments:

BNY Investments is a leading investment manager, with $2 trillion in assets under management as of March 31, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

BNY Investments is a division of BNY, which has $48.8 trillion in assets under custody and/or administration as of March 31, 2024. BNY can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute, or restructure investments.

We're seeking a future team member for the role of Vice President, Advisory Solutions, External Wholesaler to join our team. This role is located based at home and will be responsible for our West Coast region.

Responsibilities:

• Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that fits within guidelines of partner firms.
• Represent the entire suite of BNY Mellon Investment Management investment products and strategies to financial intermediaries aligned with Pershing independent broker/dealer firms.
• Leverage existing BNY relationships, coordinate activity across multiple investment subsidiaries, effectively manage and prioritize numerous opportunities across a large regional territory, and integrate with key client service functions.
• Serve in a consultative role to prospects and clients, advising leadership on the best way to achieve their short- and long-term strategic objectives through the firm's solutions.
• Develop and execute a quarterly territory plan, which includes a strategic plan for the territory as well as a detailed calling plan for large opportunities in the territory.

Minimum Requirements:

• Demonstrate a successful track record of sales and relationship building within their respective geography.
• A thorough understanding of financial markets, sophisticated investment solutions, asset allocation techniques, and general investment acumen.
• Strong communication and presentation skills.
• Strong analytical and financial analysis skills.
• Excellent closing and negotiation skills.
• Frequent travel within the territory is required (3 days a week on average).
• FINRA Series 7, with the 63 and 65 or 66 licenses required.

Awards:

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.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $150,000 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.

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.

#J-18808-Ljbffr