Senior Associate, Advisory Sales Executive

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

Descrizione del lavoro

A leading global financial services company is seeking a Senior Associate, Advisory Sales Executive in Milan, Italy. This role focuses on attracting and retaining clients for BNY Investments. Key responsibilities include driving client engagement, presenting investment solutions at public events, and ensuring compliance with regulatory standards. Ideal candidates will have strong sales skills, knowledge of asset management products, and proficiency in Salesforce. The position offers competitive compensation and benefits.

Servizi

Competitive compensation

Flexible global resources

Generous paid leaves

Competenze

• Strong client relationship management and sales execution skills.
• Excellent knowledge of asset management and financial products.
• Proven ability in project management and creating tailored solutions.
• Effective communication and public speaking skills.
• Familiarity with major Italian distributors preferred.

Mansioni

• Drive client engagement by identifying prospects and managing visits.
• Present investment capabilities and solutions at meetings.
• Coordinate resources to deliver materials for pitches.
• Ensure compliance with regulatory requirements.
• Maintain accurate client segmentation in Salesforce.

Conoscenze

Client relationship management

Sales execution

Public speaking

Problem-solving

Presentation skills

Strumenti

Salesforce

Descrizione del lavoro

Senior Associate, Advisory Sales Executive

Job Description

Senior Associate, Advisory Sales Executive

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, 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.

About BNY Investments:

BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. 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 Advisory Sales Executive to join BNY Investments Italy. This role is located in Milan, Italy.[LGR1]

The purpose of the role is to attract and retain clients and revenues in the territories allocated to the individual for coverage through representation of all investment products and strategies offered by BNY Investments.

In this role, you’ll make an impact in the following ways:

• 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.

To be successful in this role, we’re seeking the following:

• Strong client relationship management and sales execution skills, with experience in retail distributor networks.
• Excellent knowledge of asset management industry and BNY' 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.

At BNY, our culture speaks for itself, check out the latest BNY news at:

• 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.

Job Info

• Job Identification 72028
• Job Category Client Coverage
• Posting Date 12/19/2025, 10:03 AM