Sales Associate II

  • Competitive
  • Boston, MA, USA Boston MA US
  • Permanent, Full time
  • BNY Mellon Investment Management
  • 19 Jul 18 2018-07-19

Sales Associate II

The incumbent would be assigned to a senior high performing ($330,000/year in revenues) Sales Officer Mentor to serve in a mentor capacity. The mentor's role would be to facilitate the development of the Sales Officer to be revenue - producing member of the Regional Sales Team. The primary responsibility of the position is to source referral sources and prospects and closing of new business with the mentor, with a focus on the sales aspect of the process. The incumbent will be exposed to the sales process as in developing, marketing and closing strategic prospects needing the Bank of New York Mellon Private Asset Management's investment management, fiduciary trust, custodial and depository services and how to develop incremental new business to increase sales revenue while retaining and enhancing current strategic clients with new business opportunities in above areas.

The incumbent should possess two to four years experience in the sales area, preferably in financial services. This is experience typically acquired by performing sales analysis or marketing plan preparation or through demonstrated direct sales ability of a financial product. Undergraduate degree or equivalent experience is preferred. The incumbent must possess strong interpersonal and presentation skills.
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:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 03839
Job: Wealth Management
Organization: Family Office-HR15014
Requisition Number: 1807635