| 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 . |
The Boston Company's Institutional Wholesaler is a key component of the firm's service model with its subadvisory clients. The Boston Company provides field-level support to its subadvisory clients' internal and external wholesaling teams. This support is primarily comprised of straightforward institutional wholesaler activities: strategy-specific investment updates, broader economic messaging, The Boston Company brand ambassadorship, and co-sponsorship of client sales activities. All of these activities support asset-gathering to the mutual benefit of the client and The Boston Company, and this dedicated resource offers mission-critical assurance to clients specific to The Boston Company's honoring and prioritizing its commitment to the partnership.
Additionally, this individual will assume Client Manager responsibilities for a portfolio of junior-revenue institutional clients (DB, DC E&F), providing support for a segment of the client base. These clients, many of whom are among the firm's oldest, expose The Boston Company to important consultant firms, help keep the investing public aware of our capabilities, and help round out and diversify the sources of revenue at the firm. This set of responsibilities will serve as exceptional professional development and, importantly, allow the senior members of Relationship Management to more confidently assume client commitments in a growth environment.
- Bachelor's Degree with a concentration in Finance, Business Administration or Marketing
- 5-7 years of experience; with 1-2 years internal wholesaling experience preferred
- Series 7 and 63 required; or ability to obtain within first 90 days of hire
- Exceptional presentation and written communication skills
- Ability to proactively and independently build and manage relationships with client base
- 40% Travel Required (1-2 days per week)
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-Massachusetts-Boston
Internal Jobcode: 33610
Job: Asset Management
Organization: The Boston Company Asset Mgmt-HR06145
Requisition Number: 1706149