Reporting to the Head of Defined Contribution, the professional will be responsible for representing BNY Mellon Asset Management (MAM) in existing client, platforms and consultant meetings as well as at industry conferences and functions as needed. This individual will serve as a primary investment contact for assigned clients and platforms to provide the investment philosophy, process and performance of Defined Contribution (DC) specific products across MAM investment subsidiaries. The individual will also provide guidance and be involved in writing quarterly investment commentary, overseeing development and updating of current RFP responses questionnaires and marketing materials, and prepare investment commentary for BNY Mellon DC Investment Only client letters and newsletters. Participation in sales meetings and department initiatives on an ongoing basis is also a component of the job. The individual will be able to articulate equity and fixed income investment processes as well as asset allocation processes specific to products that fit a DC plan or other Salary Deferred Arrangements. The professional will also work with the Head of Defined Contribution in product development efforts viable and specific to a DC plan or other Salary Deferred Arrangements. Excellent written and oral communication skills and in-depth knowledge of the MAM DCIO investment products are required. Exceptional interpersonal and presentation skills are also required. Seven or more years of investment experience.
Qualifications BA or BS degree in business or similar advanced degree desired. CFA is preferred. 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-New York-New York Internal Jobcode: 07584 Job: Asset Management Organization: North America Distribution-HR11430 Requisition Number: 1708481