The Boston Company manages approximately $37 billion in assets across multiple disciplines, encompassing both long-only and long/short strategies. It combines dedicated portfolio-management teams with a robust research platform to deliver investment solutions. Our singular focus is equity management, powered by intelligent stock selection. For additional information, please visit our website: www.thebostoncompany.com .
Reporting directly to the Managing Director, Head of U.S. Distribution , the Sr. Sales Representative will be primarily responsible for expanding TBCAM product sales within an assigned geographic and/or end market opportunity set by identifying and cultivating prospective clients, initiating and following up on new business opportunities, leading meetings, and closing sales to a variety of institutional decision makers, including traditional corporate and public DB/DC plans, endowments/foundations, financial intermediaries, family office/MFO and fund of funds. Occasional, opportunistic coverage of select consultants (field and/or research) may also be required.
The incumbent will be expected to meet the sales goals and objectives set by the Managing Director, Head of U.S. Distribution and the Global Head of Distribution. These goals and objectives will be both individual-based and overall team-based targets, and will include individual activity and/or sales targets for specific products and/or client types.
Qualifications The ideal candidate will have 7-10 years of experience selling high-value institutional investment services and products and must possess a comprehensive understanding of the investment management business, in particular active global equities, equity long-short hedge funds and other alternative investments. MBA or other advanced degree is preferred Must be a registered rep (holding Series 7 and 63) or willingness to obtain within 90 days of hire. In addition to being a polished, professional sales executive, the incumbent will possess the following:
Strong analytical and financial analysis capabilities
Thorough understanding of financial markets, sophisticated investment solutions and asset allocation techniques
Highly effective interpersonal and managerial skills, strong and persuasive presentation and communication skills, unquestionable ethics and integrity and will be collaborative, self-motivated, team-oriented and results driven
Ability to travel extensively
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: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-California-San Francisco Internal Jobcode: 32374 Job: Asset Management Organization: The Boston Company Asset Mgmt-HR06145 Requisition Number: 1615879