Vice President, External Wholesaler - Washington & Oregon

BNY Mellon; Seattle (WA); Remote; USD 87,000 - 125,000; Full time

Job summary

Join BNY Mellon as an External Wholesaler, where you'll leverage your expertise to drive business growth and represent a range of investment solutions to clients. Ideal candidates will possess strong sales, analytical capabilities, and required FINRA licenses. This fully remote role is perfect for individuals passionate about the financial markets and client relations.

Benefits

Competitive compensation

Generous paid leaves

Access to global resources

Qualifications

• Successful sales record within geography.
• Understanding of financial markets and investment strategies required.
• Strong communication and analytical skills.

Responsibilities

• Evaluate and pursue new business opportunities focusing on responsible growth.
• Represent the suite of investment products to financial intermediaries.
• Develop and execute a quarterly territory plan.

Skills

Sales

Relationship Building

Communication

Analytical Skills

Negotiation

Job description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 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.

We're seeking a future team member for the role of External Wholesaler to join our North American Distribution team. This role will be based at home in Metro Seattle, WA.

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

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

• 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.

At BNY, our culture speaks for itself. Here's a few of our awards:

• America's Most Innovative Companies, Fortune, 2024


• World's Most Admired Companies, Fortune 2024


• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024


• Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024


• "Most Just Companies", Just Capital and CNBC, 2024


• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024


• Bloomberg's Gender Equality Index (GEI), 2023

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $87,600 and$125,000peryearat 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 (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.