Associate, Internal Wholesaler - BNY Investments

Are you passionate about finance and investments? Do you excel at building strong relationships with clients and providing exceptional customer service? If so, we have an exciting opportunity for you to join our team as an Associate, Internal Wholesaler at BNY Investments, a division of The Bank of New York Mellon. As an Associate, you will play a crucial role in driving our business forward by supporting our external sales team and developing and maintaining relationships with financial advisors. We are looking for someone with a strong understanding of the financial industry, excellent communication skills, and a drive to succeed. If you are ready for a challenging and rewarding career in the world of investments, we want to hear from you!

1. Support and assist the external sales team in achieving sales targets by providing excellent customer service and building strong relationships with financial advisors.
2. Develop and maintain relationships with financial advisors to promote BNY Investments' products and services.
3. Educate financial advisors on BNY Investments' products and services, as well as industry trends and market conditions.
4. Conduct regular follow-ups with financial advisors to provide support and address any inquiries or concerns.
5. Collaborate with the external sales team to strategize and execute sales plans and initiatives.
6. Stay updated on industry regulations and compliance requirements to ensure all activities are in accordance with company policies and procedures.
7. Provide feedback and insights to the external sales team on market trends, client needs, and competitor activities.
8. Conduct market research and analysis to identify potential new business opportunities.
9. Maintain accurate records of sales activities, client interactions, and other relevant information.
10. Attend conferences, seminars, and other industry events to represent BNY Investments and network with potential clients.
11. Continuously develop and improve knowledge of BNY Investments' products, services, and industry trends to effectively communicate with financial advisors.
12. Collaborate with other departments, including marketing and product development, to support the sales efforts and contribute to the growth of the business.
13. Adhere to all company policies and procedures, including compliance and ethical standards.
14. Proactively seek out ways to improve processes and increase efficiency within the department.
15. Act as a brand ambassador for BNY Investments and uphold the company's values and mission.

According to JobzMall, the average salary range for a Associate, Internal Wholesaler - BNY Investments in New York, NY, USA is $65,000 - $100,000 per year. This may vary depending on the specific company, experience level, and other factors.

The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.