Sr Sales Director II
Sr Sales Director II - Family Office Charitable Solutions (Job Number: 1308343)
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 management and investment services in 36 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients? needs and deliver customized strategies to help them reach their goals.
Description
The incumbent will focus on selling Bank of New York Mellon Family Office and Charitable Solution's services to Single Family Offices, Multi Family Offices as well as Endowments and Foundations. This will be accomplished primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once closed, the incumbent will be responsible for the transition of the day-to-day client management to the designated Relationship Manager.
Qualifications
The incumbent should possess 9+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales. Successful candidates must be able to understand and articulate sophisticated investment strategies, complex financial structures and the associated reporting requirements. The sales process entails detailed analysis of the prospect's financial condition in order to propose the appropriate solutions to the prospect and the prospect's advisors. Undergraduate degree or equivalent experience in preferred. The candidate is required to possess Series 7 and 63 licenses or obtain such licenses within the first six months of employment. The candidate will be offering Private placement products through MBSC Securities Corporation.
GH:WM
Primary Location: United States-USA-Arizona-Phoenix
Internal Jobcode: 31483
Job: Investment Management
Organization: FAMILY OFF ADVISOR SOLUTIION-HR09666
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