BNY Mellon Careers
Director, North American Head of Consultant Relations
The Director, North American Head of Consultant Relations will report into the Head of North American Distribution (NAD). He/she will coordinate and align efforts of our boutique led consultant relationship teams with our centralized North American Distribution team, specifically as it relates to the US Defined Contribution, Sub-Advisory and Wealth Markets. He/she will work closely with NAD to execute field sales plans through partnerships with field consultants. In addition, he/she will lead relationships with localized and/or channel specific consultants and be responsible for the development of top of the house relationship between CEO of BNY Investment Management and C-Suite at largest US based consultants. The successful candidate will take ownership for developing a deep understanding of our products, investment strategy and performance to a wide range of investment consultants.
Minimum Experience 10 years in a consultant relations role or related function
Series 3, 7, 24, 63 licenses (or ability to obtain), CFA and/or CAIA a plus
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 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: 33684
Job: Asset Management
Organization: North America Distribution-HR11430
Requisition Number: 1806886