What are the responsibilities and job description for the Internal Investment Consultant position at BNY Mellon?
Overview
About BNY Mellon:
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Internal Investment Consultant - This role requires that the candidate works both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing clients within North American Distribution Channel. 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
Job Function and Key Responsibilities:
Manage territory with external partner to meet or exceed goals
Conduct consultative, relationship-building sales calls via the telephone, email and virtual engagements with financial advisors and other licensed professionals
Develop and execute sales plan strategies with members of both external & internal sales teams Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts Develop asset allocation strategies based on client objectives and risk tolerances
Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system
Generate hypothetical/proposals, for advisors for BNY Mellon Investment Management Mutual Funds, ETF’s and SMA accounts. Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.
Required Qualifications:
FINRA Series 7 and 63 required or obtained within 120 days of start date
Bachelor’s degree required – Finance/Business preferred
Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s a plus.
Build and expand relationships with predetermined opportunistic list of prospects and clients. Fluid relationship and communication skills
Excellent presentation and organizational skills.
Ability to work independently in a fast paced environment.
Ability to consistently have high volume of proactive phone activity
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
About BNY Mellon:
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com . Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Internal Investment Consultant - This role requires that the candidate works both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing clients within North American Distribution Channel. 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
Job Function and Key Responsibilities:
Manage territory with external partner to meet or exceed goals
Conduct consultative, relationship-building sales calls via the telephone, email and virtual engagements with financial advisors and other licensed professionals
Develop and execute sales plan strategies with members of both external & internal sales teams Articulate Mutual fund & ETF objectives while also processing strong capital markets (domestic and international) knowledge
Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts Develop asset allocation strategies based on client objectives and risk tolerances
Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM system
Generate hypothetical/proposals, for advisors for BNY Mellon Investment Management Mutual Funds, ETF’s and SMA accounts. Assist with the planning and overall coordination of conferences/seminars/plan participant meetings.
Required Qualifications:
FINRA Series 7 and 63 required or obtained within 120 days of start date
Bachelor’s degree required – Finance/Business preferred
Understanding of the financial/capital markets; mutual funds, ETF’s and SMA’s a plus.
Build and expand relationships with predetermined opportunistic list of prospects and clients. Fluid relationship and communication skills
Excellent presentation and organizational skills.
Ability to work independently in a fast paced environment.
Ability to consistently have high volume of proactive phone activity
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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