Senior Associate, Advisory Sales Executive jobs in United States
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BNY · 1 month ago

Senior Associate, Advisory Sales Executive

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking an Advisory Sales Executive to attract and retain clients and revenues in Italy, focusing on 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

Client relationship managementSales executionAsset management knowledgeItalian distributorsProject managementPublic speakingEffective communicationProblem-solving

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

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 Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase