Senior Vice President, External Wholesaler Manager

Posted 3 Hours Ago
Be an Early Applicant
3 Locations
In-Office or Remote
Senior level
Fintech • Financial Services
The Role
Lead and manage a large team of senior investment consultants across products, partner firms, and regions. Drive business development strategy, pipeline and campaign management; ensure compliant, profitable prospecting; set operating model and SOPs; coordinate firm resources; recruit, coach and develop 8–12 direct reports; track and report sales metrics and market opportunities.
Summary Generated by Built In
The Group Manager referred to as the Divisoinal Director manages a team of Senior Investment Consultants. At this level, team composition usually covers multiple products, partner firm types and/or a geographic regions or sub-regions. Guides and collaborates with team members on sources of new business opportunities and prospects. The DD will work closely with partner firm COI's to ensure they are uncovering best opportunities for their team. Conducts market research and analyses to identify areas of pursuit. Ensures that prospecting activities of the team align with business unit goals and objectives and are focused on responsible business growth that is compliant, of acceptable risk and profitable. Identifies the markets and areas for future growth and development and ensure staff are deployed accordingly. Contributes to setting the functional direction of business development in support of business unit goals. Develops and implements the operating model for assigned team(s). Owns the business development pipeline and campaign management for assigned area. Deploys procedures/tactics to assigned team and manages the team's adherence to and success in applying them.Serves as an advisor to team on particularly complex or intricate issues regarding prospect needs, priorities, compliance, regulations, etc. Establishes guiding principles or standard operating procedures to ensure consistency of approach across the team. Ensures team members have access to the right firm-wide resources (marketing, legal, compliance, product, PSG, PM's etc.) to ensure the most appropriate response to prospects and clients. Contributes to the development of key metrics and sales analyses that will gauge the success of business development activities within the team. Tracks and reports on business development results for assigned area (geographic, business/industry category, product category, etc.)Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Provides feedback at the most critical times. Continually coaches and monitors skill development of the team, ensuring that team members have access to and take advantage of formal and informal training opportunities, foster mentorships, etc. This person spends the majority of their time with their team and has anywere from 8-12 direct reports. MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTSBachelor's degree or equivalent experience.8 years financial services experience. Sales management experience a plus. NASD Series 6,7, 63 and required; 24 must be obtained within 6 months of hire. Ability to organize and manage a large and diverse sales territory. Strong product knowledge and the markets. CIMA designation a plus..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. About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. 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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

    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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • Bachelor's degree or equivalent experience
    • 8 years financial services experience
    • NASD Series 6, 7, 63
    • NASD Series 24 (must be obtained within 6 months of hire)
    • Ability to organize and manage a large and diverse sales territory
    • Strong product knowledge and market knowledge
    • Sales management experience
    • CIMA designation

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

    BNY Insights

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    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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