Senior Associate, Hybrid, External Wholesaler

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 Senior Associate, Hybrid Internal Wholesaler. This role is located in Boston, MA - Remote

The Hybrid Wholesaler, referred to as Investment Consultant, is responsible for supporting and selling our mutual fund and separate account wrap products over the phone, in person and thru virtual meetings to third-party distributors in their region. The position seeks an enthusiastic team player and self-starter who has proven they can effectively grow a sales territory, identify new investment opportunities, and articulate investment strategies and investment-related topics.  The position will aid External Wholesaler(s) in pursuit of territory sales goals through sharing sales ideas, providing product information, gather marketing data and offering sales support.  The incumbent will actively maintain existing sales relationships and qualify prospects to evaluate potential sale and cross-sale opportunities. At this level, the incumbents demonstrate an experienced ability to independently prospect a segment of the territory, conduct client presentations, and represent the firm at conferences and events.

In this role, you’ll make an impact in the following ways: 

• Initiate and maintain client service relationships and develop new relationship with financial advisors/FA Analysts through phone, virtual meetings in order to drive revenue in territory
• Recruiting and maximizing new business prospects: Create and maintain a list of prospects and clients in given territory (where accountable for revenue generation); Demonstrate strong knowledge of our products and multi boutique strategy.
• Partner with External and Internal Investment Consultant in your region to develop and manage the territory business plan
• Represent our firm at conferences and events.

“Own” a targeted segment of the territory.

• Conduct in person client presentations (demonstrate a mastery of presentation skills)

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

• Wholesaling experience in the mutual fund or equivalent industry training and experience, hybrid experience preferred
• Position requires FINRA Series 7, and 63 registrations in accordance with BNY Mellon's licensing policy
• Excellent verbal, written, and presentation skills

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,