Senior Vice President, Client Executive

BNY Mellon

San Francisco, CA, United States
Base: $126,000 - $228,000; bonus/equity: commissio...
On-site
Consultative sales process
Identify new custody opportunities
Sales process lifecycle management
Engage with Registered Investment Advisors, Wealth Managers, and wirehouse advisor teams in a consultative sales process to identify new custody opportunities

Job Summary

  • Engage with Registered Investment Advisors, Wealth Managers, and wirehouse advisor teams in a consultative sales process to identify new custody opportunities.
  • Deliver the full value of the firm by leveraging the deep knowledge of the firm's product offerings and how they can best meet client needs with a solution orientation.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Engage with Registered Investment Advisors, Wealth Managers, and wirehouse advisor teams in a consultative sales process to identify new custody opportunities.

Salary

Base: $126,000 - $228,000; Bonus/Equity: Commission earnings, discretionary bonuses, short and long-term incentive packages; Benefits: Generous paid leaves, health, personal resilience, financial goals

Skills & Requirements

Must-have

  • Consultative sales process
  • Identify new custody opportunities
  • Sales process lifecycle management
  • Business development strategies
  • RIA industry knowledge

Nice-to-have

  • Intellectually curious about products
  • Foster cross-collaboration internally
  • Team player
  • Organized and able to manage complexity

Key Requirements

  • Bachelor's degree or equivalent experience
  • 7-10 years sales experience
  • Series 7 and 63 or ability to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter