BNY Mellon Careers

Sales Associate I

McLean, Virginia
Wealth Management

Job Description

The Sales Associate is assigned to one or more Wealth Directors.  The individual works closely with the Wealth Director(s) to assist in their marketing and sales efforts.  The associate prepares sales presentations and does so with little supervision or direction, is responsible for account opening documentation and the account opening process, tracks leads including pending business and new business, and researches and creates dossier on potential prospect(s) as requested by Wealth Director(s).  The associate works with the Wealth Director(s) to retain and enhance current client relationships.  The associate will assist (and attend) with seminars, presentations and entertainment events.  The individual will assist Wealth Director(s) with scheduling and maintaining their calendars, travel, expenses and database entry.


The candidate will have an undergraduate degree or equivalent experience is preferred.  The individual must possess strong interpersonal and presentation skills, as well as excellent written and verbal communication skills.  Individual must have strong organization and computer skills, as well as flexibility and creativity.  


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:

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/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Virginia-McLean
Internal Jobcode: 05023
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1802440