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Vice President, External Wholesaler - Washington & Oregon

Lead external sales efforts to expand financial services in Washington and Oregon
Seattle
yesterday
Washington Staffing

Washington Staffing

A domain ending in .gov typically indicates a government entity, suggesting this is a public sector organization involved in staffing services in Washington state.

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External Wholesaler

At BNY, our culture allows us to run our company better and enables employees' growth and success. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance.

We're seeking a future team member for the role of External Wholesaler to join our North American Distribution team. This role will be based at home in Metro Seattle, WA. In this role, you'll make an impact in the following ways:

  • Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that fits within guidelines of partner firms.
  • Representing the entire suite of BNY Investments investment products and strategies to financial intermediaries, including Wirehouse broker/dealers, Independent broker/dealers, RIA's and 401k providers.
  • Leverage existing BNY relationships, coordinate activity across multiple investment subsidiaries, effectively manage and prioritize numerous opportunities across a large regional territory, and integrate with key client service functions.
  • Serve in a consultative role to prospects and clients, advising leadership on the best way to achieve their short- and long-term strategic objectives through the firm's solutions.
  • Develop and execute a quarterly territory plan, which includes a strategic plan for the territory as well as a detailed calling plan for large opportunities in the territory.

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

  • Demonstrate a successful track record of sales and relationship building within their respective geography.
  • A thorough understanding of financial markets, sophisticated investment solutions, asset allocation techniques, and general investment acumen.
  • Strong communication and presentation skills.
  • Strong analytical and financial analysis skills.
  • Excellent closing and negotiation skills.
  • Frequent travel within territory is required (3 days a week on average).
  • FINRA Series 7, 63 and 65 licenses required.

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, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $125,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

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Vice President, External Wholesaler - Washington & Oregon
Seattle
Sales
About Washington Staffing
A domain ending in .gov typically indicates a government entity, suggesting this is a public sector organization involved in staffing services in Washington state.