Job Description
Vice President, External Wholesaler - North Carolina & South Virginia (based at home)
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. BNY is the corporate brand of The Bank of New York BNY is the corporate brand of The Bank of New York. Additional information is available on www.bny.com .
We’re seeking a future team member for the role of External Wholesaler to join our North America Distribution team. This role is located based from home, Charlotte, NC Metro and covers Southern VA, North Carolina and South Carolina.
In this role, you’ll make an impact in the following ways:
- Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that fits within guidlines of partner firms.
- Representing the entire suite of BNY Investments investment products and strategies to financial intermediares, including Wirehouse broke/dealers, Independent broker/dealers, RIA’s and 401k providers.
- 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
To be successful in this role, we’re seeking the following:
- 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 territoiry is required (3 days a week on average).
- FINRA Series 7, 63 and 65 licenses required.
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.
