Vice President, External Wholesaler at BNY

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

100000.0

Posted On

06 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wholesaling, Sales Territory Growth, Investment Opportunity Identification, Investment Strategy Articulation, Client Relationship Management, Prospect Qualification, Cross-sale Opportunities, Independent Prospecting, Client Presentations, Conference Representation, Product Knowledge, Multi Boutique Strategy, Verbal Communication, Written Communication, Presentation Skills

Industry

Financial Services

Description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. 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 Vice President, External Wholesaler – Remote (Mid West / Central) to join the BNY Investments team. The Wholesaler, referred to as Investment Consultant, is responsible for supporting and selling our mutual fund, ETF and separate account wrap products over the phone, in person and thru virtual meetings to third-party distributors in their region. The position seeks an enthusiastic team player and self-starter who has proven they can effectively grow a sales territory, identify new investment opportunities, and articulate investment strategies and investment-related topics. The incumbent will actively maintain existing sales relationships and qualify prospects to evaluate potential sale and cross-sale opportunities. At this level, the incumbents demonstrate an experienced ability to independently prospect a segment of the territory, conduct client presentations, and represent the firm at conferences and events. In this role, you’ll make an impact in the following ways: * Initiate and maintain client service relationships and develop new relationship with financial advisors/FA Analysts through phone, virtual meetings in order to drive revenue in territory * Recruiting and maximizing new business prospects: Create and maintain a list of prospects and clients in given territory (where accountable for revenue generation); Demonstrate strong knowledge of our products and multi boutique strategy. * Partner with External and Internal Investment Consultants to develop and manage the territory business plan * Represent our firm at conferences and events. * “Own” a targeted segment of the territory. * Conduct in person client presentations (demonstrate a mastery of presentation skills) To be successful in this role, we’re seeking the following: * Wholesaling experience in the mutual fund or equivalent industry training and experience, hybrid experience preferred * Position requires FINRA Series 7, and 63 registrations in accordance with BNY Mellon's licensing policy * Excellent verbal, written, and presentation skills At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all] Here’s a few of our recent awards: * America’s Most Innovative Companies, Fortune, 2025 * World’s Most Admired Companies, Fortune 2025 * “Most Just Companies”, Just Capital and CNBC, 2025 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. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $58,000 and $100,000 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 BNY 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.

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Responsibilities

The Investment Consultant is responsible for supporting and selling mutual fund, ETF, and separate account wrap products to third-party distributors via phone, in-person, and virtual meetings within their assigned region. This includes actively maintaining existing sales relationships, qualifying prospects, and independently prospecting segments of the territory.