External Wholesaler - Georgia & South Carolina at BNY

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Relationship Building, Financial Markets Understanding, Investment Solutions Knowledge, Asset Allocation Techniques, Communication, Presentation, Analytical Skills, Financial Analysis, Closing Skills, Negotiation Skills, Territory Planning, Business Development

Industry

Financial Services

Description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager, with $2.2 Trillion* in assets under management as of December 31, 2025. 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. We’re seeking a future team member for the role of External Wholesaler to join our North American Distribution team. This role will be based at home in Atlanta, GA or Charleston, SC. In this role, you’ll make an impact in the following ways: Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that fits within guidelines of partner firms. Representing the entire suite of BNY Investments investment products and strategies to financial intermediaries, including Wirehouse broker/dealers, Independent broker/dealers, RIA’s and 401k providers. Leverage existing BNY relationships, coordinate activity across multiple investment subsidiaries, effectively manage and prioritize numerous opportunities across a large regional territory, and integrate with key client service functions. Serve in a consultative role to prospects and clients, advising leadership on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Develop and execute a quarterly territory plan, which includes a strategic plan for the territory as well as a detailed calling plan for large opportunities in the territory To be successful in this role, we’re seeking the following: Demonstrate a successful track record of sales and relationship building within their respective geography A thorough understanding of financial markets, sophisticated investment solutions, asset allocation techniques, and general investment acumen. Strong communication and presentation skills Strong analytical and financial analysis skills Excellent closing and negotiation skills. Frequent travel within territory is required (3 days a week on average). FINRA Series 7, 63 and 65 licenses required. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024 World’s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY 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, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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Responsibilities

The External Wholesaler will independently evaluate and pursue new business opportunities, focusing on responsible growth while representing the firm's investment products and strategies to various financial intermediaries. This role involves developing and executing a quarterly territory plan, integrating with client service functions, and serving in a consultative role to advise clients on strategic objectives.