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Vice President, Advisory Solutions External Wholesaler
2 months ago
VICE PRESIDENT, ADVISORY SOLUTIONS, EXTERNAL WHOLESALER - WEST COAST
At BNY Mellon, our culture empowers employees to grow and succeed in a dynamic financial services environment. As a leading global financial institution, we touch nearly 20% of the world's investible assets. Every day, our employees bring the power of their perspective to the table to create innovative solutions with clients that benefit businesses, communities, and people everywhere.
We're seeking a seasoned professional for the role of Vice President, Advisory Solutions, External Wholesaler to join our team. This role is based at home and will be responsible for our West Coast region.
Key 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.
- 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 territory is required (3 days a week on average).
- FINRA Series 7, with the 63 and 65 or 66 licenses required.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
