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.
BNY Investments is a leading investment manager, with $2.1 Trillion in assets under management as of September 30, 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.
We're seeking an Internal Investment Consultant at Associate level to join our North American Distribution Channel within our Investment Management team. This role is located in our New York office and is a hybrid working position.
The 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.
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 Mellon 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 Mellon 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 Mellon's investment, value add and partnership capabilities inside your territory.
Generating hypothetical/proposals for advisors inside Morningstar, Zephyr, Pinpoint of BNY Mellon Investment Management 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.
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 assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $46,800 and $63,500 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, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
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.