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BNY · 22 hours ago

Associate, Internal Wholesaler I - BNY Investments

New York, NY

Full-time

Onsite

New Grad, Entry Level

$52K/yr - $64K/yr

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Associate, Internal Wholesaler I role involves serving in a consultative capacity to clients, primarily financial advisors, to help them achieve their investment objectives through BNY's offerings.

Financial Services

Responsibilities

Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel

Driving revenue in BNY investment vehicles alongside external investment consultant in a geographic territory

Conducting consultative, relationship-building sales outreach via phone, email and virtual engagements with financial advisors and other licensed professionals to educate them on BNY investment vehicles

Developing sound sales process and strategy that’s focused on servicing existing clients, uncovering opportunities via prospecting and revenue generating activities

Ensuring that you and your sales partner are creating awareness of BNY’s investment, value add and partnership capabilities inside your territory

Generating hypothetical/proposals for advisors inside Morningstar, Zephyr, Pinpoint of BNY Investments Mutual Funds, ETF’s and separately managed accounts

Developing relationships with internal business partners to support your sales effort

Qualification

FINRA Series 7FINRA Series 63Financial markets knowledgeBachelor’s degreePresentation skillsOrganizational skillsTime managementTeamworkAdaptabilityCreativity