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 $2.2 Trillion in assets under management as of December 31, 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 Vice President, External Wholesaler – Remote (Mid West / Central) to join the BNY Investments team. The Wholesaler, referred to as Investment Consultant, is responsible for supporting and selling our mutual fund, ETF and separate account wrap products over the phone, in person and thru virtual meetings to third-party distributors in their region. The position seeks an enthusiastic team player and self-starter who has proven they can effectively grow a sales territory, identify new investment opportunities, and articulate investment strategies and investment-related topics. The incumbent will actively maintain existing sales relationships and qualify prospects to evaluate potential sale and cross-sale opportunities. At this level, the incumbents demonstrate an experienced ability to independently prospect a segment of the territory, conduct client presentations, and represent the firm at conferences and events.
Requirements
- Wholesaling experience in the mutual fund or equivalent industry training and experience, hybrid experience preferred
- Position requires FINRA Series 7, and 63 registrations in accordance with BNY Mellon's licensing policy
- Excellent verbal, written, and presentation skills
Responsibilities
- Initiate and maintain client service relationships and develop new relationship with financial advisors/FA Analysts through phone, virtual meetings in order to drive revenue in territory
- Recruiting and maximizing new business prospects: Create and maintain a list of prospects and clients in given territory (where accountable for revenue generation); Demonstrate strong knowledge of our products and multi boutique strategy.
- Partner with External and Internal Investment Consultants to develop and manage the territory business plan
- Represent our firm at conferences and events.
- “Own” a targeted segment of the territory.
- Conduct in person client presentations (demonstrate a mastery of presentation skills)
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
