BNY · 1 month ago
Vice President, Advisory Sales Executive, BNY Investments
BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Advisory Sales Executive will attract and retain clients and revenues for BNY Investments by driving client engagement and presenting investment solutions.
Financial Services
Responsibilities
Drive client engagement in Italy by identifying prospects, managing client visits/calls, and deepening relationships with retail distributors
Present BNY Investment's capabilities and investment solutions at client meetings and public events
Coordinate internal resources to deliver consistent materials and bespoke presentations for pitches and conferences
Maintain accurate client segmentation, product alignment plans, and record all activity in Salesforce
Ensure compliance with regulatory, risk management, and business continuity requirements while supporting revenue and operational goals
Qualification
Required
Strong client relationship management and sales execution skills, with experience in retail distributor networks
Excellent knowledge of asset management industry and BNY' financial products
Proven ability in project management, problem-solving, and creating tailored solutions
Effective communication and presentation skills, including public speaking at events
Preferred
Familiarity with major Italian distributors (e.g., Fideuram, Intesa Sanpaolo PB, Allianz Bank, CREDEM Group)
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
Funding
Current Stage
Late StageLeadership Team
Recent News
PR Newswire
2024-11-01
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