Vice President, External Wholesaler - Georgia & South Carolina at BNY

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Apr, 26

Salary

125000.0

Posted On

13 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Relationship Building, Financial Markets, Investment Solutions, Asset Allocation, Communication, Presentation Skills, Analytical Skills, Financial Analysis, Closing Skills, Negotiation 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 $2.1 Trillion in assets under management as of September 30, 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 the BNY Investments team. This role is located 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, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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 $68,000 and $125,000 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 role involves independently evaluating and pursuing new business opportunities while representing BNY Investments' products to financial intermediaries. Additionally, the position requires developing and executing a strategic territory plan.