Internal Investment Consultant - BNY Investments

About the role

The Internal Investment Consultant serves in a consultative role to clients and prospects, exercising the best way to achieve their short and long-term strategic objectives through the firm’s investment solutions. Our clients are financial advisors at broker dealers and independent broker dealers inside the United States. This role is located in New York.

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 consultants 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.

Requirements

• FINRA Series 7 and 63 required.
• Bachelor’s degree required – Finance/Business/Economics preferred.
• Understanding of financial/capital markets; mutual funds, ETF’s and SMA’s a plus.
• Excellent and proven presentation, organization, and time management skills.
• Coachable, adaptable, creative, and desire to be a part of a team with common interests in financial markets.
• Ability to work independently and as a teammate in a fast-paced, collaborative, sales-driven environment.
• Ability to consistently have high volume of proactive phone and email activity.

Qualifications

• Experience in financial services or related field.
• Strong communication and interpersonal skills.
• Knowledge of financial products and markets.
• Ability to manage multiple tasks and prioritize effectively.

Skills

• Financial analysis and modeling skills.
• Consultative selling techniques.
• Client relationship management.
• Technical proficiency with CRM systems.

Benefits

About Us At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

Pay

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.

Schedule

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.