Vice President - External Wholesaler

Job not on LinkedIn

May 30

🌲 Oregon – Remote

Although this job is listed in Oregon, this company may be open to hiring remote in other states.

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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BNY

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We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

10,000+ employees

📋 Description

• At BNY, our culture empowers you to grow and succeed. • We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. • BNY Investments is a leading investment manager, with $2.0 Trillion in assets under management as of March 31, 2025. • We’re seeking a future team member for the role of External Wholesaler to join our North American Distribution team. • 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.