BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist exper…
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsor…
Skills: Strategic Planning, Project Management, Stakeholder Management, Business Case Analysis, Financial Modeling
Follow your passion Are you ready to lead the next chapter of educational excellence? At Zeta, we pursue an unprecedented combination of high academic achievement and social-emotional development for our students. We ins…
Join Our Team as a Legal Operations Specialist at Axiom Location: Remote We are currently seeking a Legal Operations Specialist, with experience designing and implementing strategic solutions and improvements across our …
Skills: Legal operations, Process mapping, CLM implementation, AI tools, Contract management
Company Description Tradeweb is a global leader in electronic trading across asset classes. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale…
Skills: Corporate Communications, Financial Journalism, Public Relations, Media Strategy, Financial Markets
Administrative Business Partner to the Chief Product & Technology Officer
New York, New York, United States · Hybrid
$100k–$140k/yr
Mid level$139M raised
About Fora Fora is the modern travel agency, empowering anyone with a passion for travel to build a thriving advisory business. We're modernizing the $100B+ travel agency industry by combining powerful technology, data, …
Skills: Calendar management, Travel planning, Communication, Operational excellence, AI tools
Headquartered in New York with a nationally-scaled platform, RXR is a 450+ person, vertically integrated investment manager with expertise in a wide array of value creation activities, including acquisitions, asset and p…
About Inspira Education Inspira Education Group is one of the fastest-growing edtech startups in the US. We started with a simple mission to democratize access to high-quality coaching so that every student in the world …
Skills: HubSpot CRM, CRM Administration, Data Analysis, Workflow Optimization, Google Analytics
Head of Ultra High Net Worth (UHNW) Solutions Group, Americas
New York, New York, United States · Hybrid
$200k–$246k/yr
Senior+$16B raised
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsor…
Skills: Capital markets, Investment banking, Wealth management, UHNW client management, Family office services
About Inspira Education Inspira Education Group is one of the fastest-growing edtech startups in the US. We started with a simple mission to democratize access to high-quality coaching so that every student in the world …
Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding…
Skills: Research, Recruiting, Client service, Communication, Time management
About Inspira Education Inspira Education Group is one of the fastest-growing edtech startups in the US. We started with a simple mission to democratize access to high-quality coaching so that every student in the world …
Skills: HubSpot CRM, Marketing Operations, Sales Operations, Google Analytics, Google Tag Manager
About Inspira Education Inspira Education Group is one of the fastest-growing edtech startups in the US. We started with a simple mission to democratize access to high-quality coaching so that every student in the world …
Lenox Hill Neighborhood House, widely recognized as one of New York’s premier human services providers, is a settlement house founded in 1894 that provides an extensive array of effective and integrated services&md…
Skills: Culinary management, High-volume food production, Menu planning, Team leadership, Food safety compliance
Company Description OUR STORY: Equinox Group is a high growth collective of the world's most influential, experiential, and differentiated lifestyle brands. We restlessly seek what is next for maximizing life - and boldl…
Perched sixty stories above Lower Manhattan, Manhatta serves seasonal, inspired cooking, and offers stunning views of New York City, its bridges, and waterways. Manhatta is a restaurant and full-service event space from …
Classification: Non-exempt Reports to: Shelter Shift Supervisor Location: Bronx, NY Status & Hours: This is a full-time shift position that may include weekends. Shift times are designated as Days (7:00 AM – 3:00 P…
Perched sixty stories above Lower Manhattan, Manhatta serves seasonal, inspired cooking, and offers stunning views of New York City, its bridges, and waterways. Manhatta is a restaurant and full-service event space from …
Skills: Espresso preparation, Latte art, Coffee brewing, Tea preparation, Fine dining service
Who we are: At Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We believe that if we treat our associates well, they will treat our customers well. We will continually encourage you to thi…
Skills: Warehouse operations, Material handling equipment, Order picker operation, Electric pallet jack operation, Inventory scan gun
Responsibilities Artificial Intelligence; Advanced Technology; The very best in patient care. With decades of expertise, RadNet is Leading Radiology Forward. With dynamic cross-training and advancement opportunities in a…
Skills: Team Leadership, Patient Registration, Insurance Verification, Scheduling, Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$52k–$64k/yr
Full-time
bachelor degree
401(k) plan, Medical insurance, Dental insurance, Vision insurance, Basic life insurance, Paid time off
Posted 2d ago
~40 hrs/week
Responsibilities
The Internal Investment Consultant identifies and pursues new business opportunities while managing existing client relationships within the North American distribution channel. They conduct consultative sales outreach to financial advisors to educate them on BNY investment vehicles and drive revenue.
Requirements
Candidates must hold FINRA Series 7 and 63 licenses and possess a bachelor's degree in Finance, Business, or Economics. Strong presentation skills and a solid understanding of financial markets, including mutual funds and ETFs, are required.
Full job description
BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
The Internal Investment Consultant serves in a consultative role to clients and prospects, exercising the best way to achieve their short and long-term strategic objectives through the firm’s investment solutions. Our clients are financial advisors at broker dealers and independent broker dealers inside the United States. This role is located in New York.
In this role, you’ll make an impact in the following ways:
Working both independently and as a team to identify, evaluate and pursue new business opportunities and protect / grow existing client relationships within North American Distribution Channel.
Driving revenue in BNY investment vehicles alongside external investment consultant in a geographic territory.
Conducting consultative, relationship-building sales outreach via phone, email and virtual engagements with financial advisors and other licensed professionals to educate them on BNY investment vehicles.
Developing sound sales process and strategy that’s focused on servicing existing clients, uncovering opportunities via prospecting and revenue generating activities.
Ensuring that you and your sales partner are creating awareness of BNY’s investment, value add and partnership capabilities inside your territory.
Generating hypothetical/proposals for advisors inside Morningstar, Zephyr, Pinpoint of BNY Investments Mutual Funds, ETF’s and separately managed accounts.
Developing relationships with internal business partners to support your sales effort.
To be successful in this role, we’re seeking the following:
Understanding of financial/capital markets; mutual funds, ETF’s and SMA’s a plus
Excellent and proven presentation, organization, and time management skills.
Coachable, adaptable, creative, and desire to be a part of a team with common interests in financial markets.
Ability to work independently and as a teammate in a fast-paced, collaborative, sales-driven environment.
Ability to consistently have high volume of proactive phone and email activity.
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.
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.
Related keywords
BNY InvestmentsInternal Investment ConsultantFINRA Series 7FINRA Series 63Mutual FundsETFsSMAMorningstarZephyrPinpointFinancial AdvisorsAsset ManagementSales StrategyBusiness DevelopmentNorth American DistributionClient Relationship Management
BNY is a global financial services platforms company at the heart of the world’s capital markets.
Industry
Financial Services
Company size
10,001+ employees
Headquarters
New York, NY
LinkedIn followers
1,002,319
Total funding
$3.9B
BNY is a global financial services platforms company at the heart of the world’s capital markets.
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. (NYSE: BNY)
Follow BNY on Instagram & X: @BNYglobal