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The incumbent provides support to Sales Officer(s) with prospective client relationships and client enrichments, assists Portfolio Officers as needed, and works with the trust group when trust planning is part of the relationship development. The incumbent studies and researches new and current investment and wealth management strategies, specific client investments and portfolio strategies and works with Sales and Portfolio Management staff to analyze portfolios and create presentations. In addition, the Sales Analyst acts as a liaison to the Portfolio Management Staff and develops material used in client reporting and opportunities for enrichments. The incumbent will work on accounts that may include agency accounts, personal trust, estate, charitable, pension and institutional accounts. S/He creates material to formulate and verify account objectives. The incumbent will work on accounts that may include agency accounts, personal trust, estate, charitable, pension, and institutional accounts. S/He creates material to formulate and verify account objectives. The incumbent will work with sales force and portfolio staff to optimize Wealth Management recommendations and strategies and will encourage the use of appropriate Wealth Management products to gain new accounts and enrichments.
Qualifications The qualified candidate will have a Bachelor's degree and at least 2-4 years experience in the investment/fiduciary management industry. 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: 04552 Job: Wealth Management Organization: Advice Planning and Fiduciary-HR16024 Requisition Number: 2000137