Vice President, External Wholesaler
BNY
full-time
Posted on:
Location Type: Remote
Location: South Carolina • United States
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Salary
💰 $68,000 - $125,000 per year
Job Level
About the role
- 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
Requirements
- Demonstrate a successful track record of sales and relationship building within their respective geography
- A thorough understanding of financial markets, sophisticated investment solutions, asset allocation techniques, and general investment acumen.
- Strong communication and presentation skills
- Strong analytical and financial analysis skills
- Excellent closing and negotiation skills.
- FINRA Series 7, 63 and 65 licenses required.
- Frequent travel within territory is required (3 days a week on average).
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Generous paid leaves including paid volunteer time
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisinvestment solutionsasset allocation techniquessalesrelationship buildingterritory planningconsultative sellingnegotiationpresentation skillsanalytical skills
Soft skills
communicationleadershiporganizational skillsclient servicestrategic thinking
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65