'The Institutional Client Strategist (ICS) will focus on selling BNY Mellon Wealth Management (WM) Investor Solutions capabilities by leveraging the resources, relationships, and insights of the firm. This individual will be expected to partner with leadership in driving the regions overall institutional strategy through targeted Outsourced Chief Investment Officer (OCIO) outreach and execution. The ICS will also be expected to partner with Wealth Managers in delivering BNY Mellon's overall capabilities to existing clients. The incumbant will need to have significant experience advising non-profit organizations, endowments, foundations, retirement plans or family offices with assets over $25M to $1B+. The incumbant should have a proven sales background and track record of selling to institutional clients, prospects and COIs. 5+ years of Experience working with RFPs and selling and marketing OCIO to institutional investors is required. The individual will have a consultative-based selling technique and be a key driver in building BNYM's OCIO business. The individual will be expected to have strong leadership qualities, intellectual ability, and interpersonal skills to establish credibility amongst senior leaders in the firm and across the investor community. Performance - Overall revenue production approach and outcome; -% of total revenue goal met -Percentage of year over year growth -Quartile ranking -Sales Intensity Degree of difficult of self sourced businessTeam Based Behaviors - Ability to implement a new business development strategy through a team based approach -Contribution to existing relationships and participation in Wealth Management activities (calls, trainings, etc.) -Assist BNYM partners with client retention and new sales opportunities -Team Precall/Postcall discipline and inclusive participation -COI joint calling efforts -Act as mentor for junior members of the sales team to help coach and developRisk Management - Ensure all policies, procedures, and regulations are properly followed and executed on -Adherence to risk policies and absence of risk events tied to client and / or sales activitiesAbility to provide mentorship for local sales teams and wealth managers.
15+ years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management/ Institutional industry. Successful candidates must have experience working with ultra-high net worth individuals and clients with substantial investable assets. Ability to analyze complex financial situations in order to propose the appropriate services to the prospect and the prospect's advisors'
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Primary Location: United States-New York-New York Internal Jobcode: 80054 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 2008314