Internal Investment Consultant - BNY Investments

BNY • New York, NY

1d • Onsite

About The Position

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets, leveraging AI and breakthrough technologies to drive transformative solutions. Recognized for innovation and inclusion, BNY is a place where bold ideas meet advanced technology and exceptional talent. BNY Investments, a leading investment manager with $2.2 Trillion in assets under management as of December 31, 2025, offers specialist expertise across major asset classes, backed by the strength of BNY. The Internal Investment Consultant serves in a consultative role to financial advisors at broker dealers and independent broker dealers inside the United States, helping them achieve their short and long-term strategic objectives through the firm’s investment solutions. This role is located in New York.

Requirements

• FINRA Series 7 and 63 required.
• Bachelor’s degree required.
• 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.

Nice To Haves

• Bachelor’s degree in Finance/Business/Economics
• Understanding of financial/capital markets; mutual funds, ETF’s and SMA’s

Responsibilities

• 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.

Benefits

• highly competitive compensation
• benefits
• wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy
• access to flexible global resources and tools for your life’s journey
• Focus on your health
• foster your personal resilience
• reach your financial goals as a valued member of our team
• generous paid leaves, including paid volunteer time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level