Wholesaler Job
Wholesaler (Job Number: 1308748)
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
BNY Mellon Asset Management is one of the world's leading asset management organizations, encompassing BNY Mellon's affiliated investment management firms and global distribution companies. Our asset management boutiques and services include: The Alcentra Group, BNY Mellon ARX, BNY Mellon Cash Investment Strategies, BNY Mellon Western FMC, The Boston Company Asset Management, The Dreyfus Corporation, EACM Advisors, Hamon Investment Group, Insight Investment Management, Mellon Capital Management, The Newton Group, Pareto Investment Management, Siguler Guff, Standish, Urdang, Walter Scott, and West LB Mellon. Additional information is available at www.bnymellonam.com.
Description
The Wholesaler's role is to actively solicit Dreyfus investment products within an assigned geographic region. The role is a high paced, highly competitive client facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of the global brand on a local level, and should seek to represent the company through consistent displays of strong values and behavior.
Key Responsibilities:
Develop new, and expand on existing, relationships with investment professionals
Conduct one-on-one meetings, group presentations, as well as client events and seminars
Attend various client conferences on the local and national level
Optimize territory efficiency by having a formal sale process in place ¿ which requires an annual business plan, use of territory analytics, and well defined client service model.
Effectively manage firm resources which involves: updating an active client database, travel expenses, entertainment budget, and promotional items
Working in partnership with an assigned Internal Wholesaler
Qualifications
Qualifications:
College degree preferred.
5 years wholesale or financial services sales required.
FINRA Series 6 and 63 licenses required. Must obtain Series 7 license within 90 days of hire.
Excellent telemarketing and communication skills and the ability to organize and manage large and diverse selling territories.
Extensive product knowledge and understanding of mutual fund industry.
Extensive travel required.
Primary Location: United States-USA-Home Based Empl and Pensioners-Based At Home
Internal Jobcode: 02332
Job: Sales/Marketing
Organization: Dreyfus-HR06163
Leave a Reply
You must be logged in to post a comment.