Vice President, Advisory Sales Executive, BNY Investments

BNY; Milano; In loco; EUR 90.000 - 110.000; Tempo pieno

Descrizione del lavoro

A leading financial services firm is seeking a Vice President, Advisory Sales Executive to attract and retain clients in Milan, Italy. This role involves driving client engagement, presenting investment solutions, and maintaining compliance with regulations. Ideal candidates will have strong sales execution skills, experience in retail distributions, and a deep understanding of the asset management industry. The firm offers competitive compensation and wellness programs.

Servizi

Highly competitive compensation

Paid time off

Wellness programs

Competenze

• Experience in retail distributor networks.
• Strong knowledge of the asset management industry.
• Proven project management skills.

Mansioni

• Drive client engagement by managing client visits.
• Present investment solutions at client meetings.
• Coordinate internal resources for presentations.
• Maintain client segmentation and record activity.
• Ensure compliance with regulatory requirements.

Conoscenze

Client relationship management

Sales execution

Public speaking

Problem-solving

Strumenti

Salesforce

Descrizione del lavoro

Vice President, Advisory Sales Executive, BNY Investments

Join us as a Vice President, Advisory Sales Executive at BNY Investments, based in Milan, Italy. The role focuses on attracting and retaining clients and revenue in designated territories through representation of all investment products and strategies offered by BNY Investments.

Responsibilities

• Drive client engagement in Italy by identifying prospects, managing client visits and 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 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.

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

Benefits include highly competitive compensation, paid time off, and wellness programs.