Job DescriptionThe Internal Investment Consultant serves in a consultative role to clients and prospects, exercising the best way to achieve their short and long-term strategic objectives through the firm's investment solutions. Our clients are financial advisors at broker dealers and independent broker dealers inside the United States. This role is located in New York.
In this role, you'll make an impact in the following ways:
- Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel.
- Driving revenue in BNY investment vehicles alongside external investment consultant in a geographic territory.
- Conducting consultative, relationship-building sales outreach via phone, email and virtual engagements with financial advisors and other licensed professionals to educate them on BNY investment vehicles.
- Developing sound sales process and strategy that's focused on servicing existing clients, uncovering opportunities via prospecting and revenue generating activities.
- Ensuring that you and your sales partner are creating awareness of BNY's investment, value add and partnership capabilities inside your territory.
- Generating hypothetical/proposals for advisors inside Morningstar, Zephyr, Pinpoint of BNY Investments Mutual Funds, ETF's and separately managed accounts.
- Developing relationships with internal business partners to support your sales effort.
To be successful in this role, we're seeking the following:
- FINRA Series 7 and 63 required.
- Bachelor's degree required - Finance/Business/Economics preferred.
- Understanding of financial/capital markets; mutual funds, ETF's and SMA's a plus
- Excellent and proven presentation, organization, and time management skills.
- Coachable, adaptable, creative, and desire to be a part of a team with common interests in financial markets.
- Ability to work independently and as a teammate in a fast-paced, collaborative, sales-driven environment.
- Ability to consistently have high volume of proactive phone and email activity.
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 assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
