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Vice President, External Wholesaler
BNY
- Chicago, Illinois, United States
- Chicago, Illinois, United States
Über
About BNY Investments 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.
Position Overview 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 through 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.
Key Responsibilities
Initiate and maintain client service relationships and develop new relationships with financial advisors/FA Analysts through phone, virtual meetings to drive revenue in territory.
Recruit and maximize new business prospects: create and maintain a list of prospects and clients in the given territory (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 mastery of presentation skills).
Qualifications
Wholesaling experience in the mutual fund or equivalent industry; 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.
Awards
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
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.
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Sprachkenntnisse
- English
Hinweis für Nutzer
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