Internal Wholesaler jobs in New Rochelle, NY

Associate, Internal Investment Consultant (Wholesaler) 

Bring your ideas. Make history. 
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. 

About BNY Mellon Investment Management:

BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion* in assets under management as of September 30, 2023. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.

BNY Mellon Investment Management is a division of BNY Mellon, which has $45.7 trillion in assets under custody and/or administration as of September 30, 2023. 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.

We’re seeking an Internal Investment Consultant at Associate level to join our North American Distribution business. This role is located in our New York, NY office and this is a hybrid working role. 

This requires that the incumbent works 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. 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.

Job Function and Key Responsibilities:

• Responsible for driving revenue in BNY Mellon investment vehicles alongside external investment consultant in a geographic territory
• Conduct consultative, relationship-building sales outreach via phone, email and virtual engagements with financial advisors and other licensed professionals to educate them on BNY Mellon investment vehicles
• Develop sound sales process and strategy that’s focused on servicing existing clients, uncovering opportunities via prospecting and revenue generating activities  
• Ensure that you and your sales partner are creating awareness of BNY Mellon’s investment, value add and partnership capabilities inside your territory
• Generate hypothetical/proposals for advisors inside Morningstar, Zephyr, Pinpoint of BNY Mellon Investment Management Mutual Funds, ETF’s and separately managed accounts
• Develop relationships with internal business partners to support your sales effort

To be successful in this role, we’re seeking the following: 

• 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

Our Benefits: 

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. 

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.#LI-Hybrid

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $41,800 and $63,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.