BNY Mellon Careers

VP, Business Development

Toronto, Canada
Wealth Management


Job Description

The incumbent will work closely with the Investment Counsellor team and President to manage the business development process including :

-Maintenance of the prospect pipeline
-Developing Marketing Materials (in coordination with BNY Mellon Wealth -Management marketing)
-Manage the RFP process

 

The candidate will focus on representing BNY Mellon Wealth Management, Advisory Services to high net worth individuals primarily through face-to-face meetings and networking with various sources.  S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure.  Once closed, the incumbent will be responsible for transition of day-to-day management of the client to the designated Investment Counsellor. In addition, the candidate will be responsible for developing and maintaining marketing and prospect client presentation materials.

 

Qualifications

The candidate should possess 10+ years of related experience, presenting investment services to high net worth individuals. Emphasis is given to experience in relationship sales. Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $3 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. Additionally, s/he will have a proven track record of success, consistently meeting and exceeding goals.  The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors. Undergraduate degree is required and CFA designation is preferred.



For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Canada-Ontario-Toronto
Job: Wealth Management
Internal Jobcode: 53314
Organization: International WM-HR09765
Requisition Number: 1612699