BNY Mellon Careers

Senior RIA Internal Sales & Marketing Representative

New York, New York
Asset Management

Job Description

This position is tasked with two main functions: First, the SR RIA Internal Sales and Marketing Rep markets Dreyfus mutual funds, separately managed accounts, and other investment management capabilities of BNY Mellon Investment Management to small registered investment advisors at select, high opportunity firms. Secondly, the SR RIA Internal Sales and Marketing Rep will assist the Senior RIA Consultant in field sales and relationship management activities. These activities include keeping existing and prospective clients updated on product information: performance, attribution, commentary, personnel changes, etc. Responsibilities include a deep understanding of all investment strategies to discuss attribution, MPT statistics, buy/sell discipline and other pertinent quant factors with client research teams and investment committees. The bulk of the SR RIA Internal Sales and Marketing Rep s activity will be conducted remotely, via telephone, e-mail, web presentations, and other technology medium. The position will involve some travel in the field to develop RIA firms that fall outside the scope of the Senior RIA Consultant.


Bachelor's Degree required. 6+ years of experience in financial services (preferably in Sales). Ability to navigate client needs at both small and large advisory firms and to have a strong fundamental understanding of what their business practices look like and who their clients are that they serve. A thorough understanding of financial markets, sophisticated investment solutions, asset allocation techniques, and general investment acumen. Willingness to be part of an entrepreneurial team and the ability to succeed within a dynamic, relatively autonomous environment. Strong communication and presentation skills. Strong analytical and financial analysis skills. Excellent closing and negotiation skills. FINRA Series 7, 63 and 65 licenses required.

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 world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New York-New York
Internal Jobcode: 33148
Job: Asset Management
Organization: North America Distribution-HR11430
Requisition Number: 1804387