Senior Associate, Advisory Sales Executive

BNY; Milano; In loco; EUR 70.000 - 90.000; Tempo pieno

Descrizione del lavoro

A leading investment manager in Milan is seeking a Senior Associate, Advisory Sales Executive to attract and retain clients in Italy. The role involves driving client engagement, presenting investment solutions, and coordinating resources for successful pitches. The ideal candidate has strong relationship management skills, knowledge of the asset management industry, and proven project management abilities. This position offers competitive compensation, generous paid leave, and a focus on personal wellbeing.

Servizi

Competitive compensation

Flexible global resources

Generous paid leave

Competenze

• Strong skills in client relationship management and experience with retail distributor networks.
• Excellent knowledge of the asset management industry.
• Proven ability in project management and problem-solving.

Mansioni

• Drive client engagement by identifying prospects, managing calls, and deepening relationships.
• Present investment capabilities at client meetings and public events.
• Coordinate resources to deliver consistent materials for pitches.

Conoscenze

Client relationship management

Sales execution

Project management

Effective communication

Strumenti

Salesforce

Descrizione del lavoro

Senior Associate, Advisory Sales Executive

Join BNY as a Senior Associate, Advisory Sales Executive and help us attract and retain clients in Italy. BNY Investments is a leading investment manager with $2.1 trillion in assets under management.

Responsibilities

• Drive client engagement in Italy by identifying prospects, managing client visits/calls, and deepening relationships with retail distributors.
• Present BNY Investment's capabilities and investment solutions at client meetings and public events.
• Coordinate internal resources to deliver consistent materials and bespoke presentations for pitches and conferences.
• Maintain accurate client segmentation, product alignment plans, and record all activity in Salesforce.
• Ensure compliance with regulatory, risk management, and business continuity requirements while supporting revenue and operational goals.

Qualifications

• Strong client relationship management and sales execution skills, with experience in retail distributor networks.
• Excellent knowledge of asset management industry and BNY's financial products.
• Proven ability in project management, problem‑solving, and creating tailored solutions.
• Effective communication and presentation skills, including public speaking at events.
• Familiarity with major Italian distributors (e.g., Fideuram, Intesa Sanpaolo PB, Allianz Bank, CREDEM Group) preferred.

Benefits & Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. Access flexible global resources, focus on your health, foster personal resilience, and reach your financial goals as a valued member of our team. Generous paid leaves, including paid volunteer time, support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Under‑represented racial and ethnic groups – Females – Individuals with Disabilities – Protected Veterans.