Vice President, External Wholesaler
About The Position
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. BNY Investments is a leading investment manager, with $2.1 Trillion in assets under management as of September 30, 2025. 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 a future team member for the role of External Wholesaler to join the BNY Investments team. In this role, you’ll make an impact in the following ways:
Requirements
- 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, 63 and 65 licenses required.
Responsibilities
- Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that fits within guidelines of partner firms.
- Representing the entire suite of BNY Investments investment products and strategies to financial intermediaries, including Wirehouse broker/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
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
