Internal Investment Consultant

Internal Investment Consultant

This role 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

Required Qualifications:

• 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

*This is a hybrid role where you will work in the office 3 days a week and 2 days remotely. In this role you will be entitled to a monthly commission as well as quarterly bonus. These are performance and incentive driven.

#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 $58,500 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.

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.