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BNY · 1 day ago

Vice President, External Wholesaler - Georgia & South Carolina

Atlanta, GA

Full-time

Onsite

Mid, Senior Level

$68K/yr - $125K/yr

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking an External Wholesaler to independently evaluate and pursue new business opportunities, represent BNY Investments' products to financial intermediaries, and serve in a consultative role to clients.

Financial Services

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

Qualification

Sales experienceFinancial market knowledgeInvestment solutions expertiseFINRA licensesAnalytical skillsCommunication skillsNegotiation skillsPresentation skills