Role Description
The Group Manager referred to as the Divisional Director manages a team of Senior Investment Consultants. At this level, team composition usually covers multiple products, partner firm types and/or geographic regions or sub-regions.
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Guides and collaborates with team members on sources of new business opportunities and prospects.
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Works closely with partner firm COI's to ensure they uncover the best opportunities for their team.
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Conducts market research and analyses to identify areas of pursuit.
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Ensures that prospecting activities of the team align with business unit goals and objectives focused on responsible business growth that is compliant, of acceptable risk, and profitable.
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Identifies markets and areas for future growth and development and ensures staff are deployed accordingly.
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Contributes to setting the functional direction of business development in support of business unit goals.
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Develops and implements the operating model for assigned team(s).
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Owns the business development pipeline and campaign management for assigned area.
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Deploys procedures/tactics to assigned team and manages the team's adherence to and success in applying them.
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Serves as an advisor to the team on complex or intricate issues regarding prospect needs, priorities, compliance, regulations, etc.
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Establishes guiding principles or standard operating procedures to ensure consistency of approach across the team.
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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.
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Contributes to the development of key metrics and sales analyses that gauge the success of business development activities within the team.
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Tracks and reports on business development results for assigned area (geographic, business/industry category, product category, etc.).
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Recruits, directs, motivates, and develops staff, maximizing their individual contribution, professional growth, and ability to function effectively with their colleagues as a team.
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Provides feedback at the most critical times.
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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.
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This person spends the majority of their time with their team and has anywhere from 8-12 direct reports.
Qualifications
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Bachelor's degree or equivalent experience.
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8 years financial services experience.
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Sales management experience a plus.
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NASD Series 6, 7, 63 required; 24 must be obtained within 6 months of hire.
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Ability to organize and manage a large and diverse sales territory.
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Strong product knowledge and the markets.
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CIMA designation a plus.
Requirements
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BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
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Minorities/Females/Individuals with Disabilities/Protected Veterans.
Benefits
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Highly competitive compensation, benefits, and wellbeing programs.
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Access to flexible global resources and tools for lifeβs journey.
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Focus on health, personal resilience, and financial goals.
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Generous paid leaves, including paid volunteer time.