BNY Mellon
Newton, Institutional Business Development - West
BNY Mellon, Boston, Massachusetts, us, 02298
Newton is a global investment management firm owned by BNY, with offices in London, New York, Boston, San Francisco and Tokyo. It provides investment services to institutional clients, including US and global pension funds, sovereign wealth funds, central banks, endowments, foundations, insurance companies, registered mutual funds, other pooled investment vehicles and other institutions, and, via BNY Investments, to individuals. Newton uses an active, multidimensional and engaged approach in striving to deliver attractive outcomes to those clients.
We’re seeking a future team member for the role of
Institutional Business Development - West
to join our Newton Investment Management distribution team. This role is located in San Francisco, CA or Boston, MA – Hybrid.
In this role, you’ll make an impact in the following ways:
Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through the firm’s solutions.
Locates potential prospects through in-depth industry research and an understanding of the market environment, including short- and long-term trends, competitor offerings, regulatory developments etc.
Screens and evaluates prospects by analyzing market strategies, deal requirements, growth potential, financials and internal firm priorities.
Partners with Consultant Relations team, Relationship Management team, Client Service team, and all commercial and non-commercial functions at the firm to deliver the firm’s best value propositions.
Closes new prospects by structuring deals (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm. Ensures deals are compliant with all regulations.
To be successful in this role, we’re seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
10+ years of total work experience preferred.
Financial Services experience with Institutional and Intermediary clients preferred, as is Active Equity, Liquid Alts, Multi-Asset and Hedge Fund product sales experience.
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region and channels is preferred.
Series 3, 7 and 63 required.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#J-18808-Ljbffr
We’re seeking a future team member for the role of
Institutional Business Development - West
to join our Newton Investment Management distribution team. This role is located in San Francisco, CA or Boston, MA – Hybrid.
In this role, you’ll make an impact in the following ways:
Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through the firm’s solutions.
Locates potential prospects through in-depth industry research and an understanding of the market environment, including short- and long-term trends, competitor offerings, regulatory developments etc.
Screens and evaluates prospects by analyzing market strategies, deal requirements, growth potential, financials and internal firm priorities.
Partners with Consultant Relations team, Relationship Management team, Client Service team, and all commercial and non-commercial functions at the firm to deliver the firm’s best value propositions.
Closes new prospects by structuring deals (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm. Ensures deals are compliant with all regulations.
To be successful in this role, we’re seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
10+ years of total work experience preferred.
Financial Services experience with Institutional and Intermediary clients preferred, as is Active Equity, Liquid Alts, Multi-Asset and Hedge Fund product sales experience.
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region and channels is preferred.
Series 3, 7 and 63 required.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#J-18808-Ljbffr