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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proven commercial leadership in raising assets and winning business within the U.S. intermediary market, with a deep understanding of the wealth landscape and the ability to engage senior decisionmakers effectively.
Highest-signal resume keywords
Commercial LeadershipBusiness DevelopmentClient Relationship ManagementNegotiation SkillsMarket Intelligence
About the role
Key responsibilities & impact- Lead coverage of enterprise RIAs and mid-sized Pershing broker-dealers
- Generate net new flows, expand share of wallet, and capture strategic asset-raising opportunities
- Develop and execute strategies for discretionary clients and platforms
- Originate, advance, and close high-value opportunities
- Position BNY’s enterprise capabilities against competitors
- Partner with the field-facing RIA distribution team to convert advisor relationships into asset-raising results
- Structure differentiated commercial terms
- Build relationships with home office executives, investment decisionmakers, and senior client stakeholders
- Coordinate product, legal, compliance, operations, service, and distribution teams
- Manage account planning, pipeline management, and CRM activity
- Provide market intelligence on client demand, competitor activity, and product gaps
Requirements
What you’ll need- Proven commercial leadership in winning business and raising assets in the U.S. intermediary market
- Demonstrated success raising assets and winning mandates across enterprise RIAs, broker-dealers, and other intermediary wealth channels
- Deep understanding of the U.S. wealth landscape, home office dynamics, discretionary platforms, advisor distribution models, and competitive asset management
- Ability to engage and influence senior decisionmakers and grow complex client franchises
- Strong business development skills, including opportunity identification and deal execution from origination through close
- Experience bringing multi-product, firmwide solutions to market
- Experience negotiating custom commercial structures
- Executive presence and internal leadership skills in a matrixed environment
- Bachelor’s degree required
- 10+ years of relevant experience in asset management, intermediary distribution, relationship management, sales, or product strategy
- Meaningful client-facing responsibility
Benefits
Comp & perks- Highly competitive compensation
- Flexible global resources and tools
- Wellbeing programs
- Paid leaves, including paid volunteer time
- 401(k) plan
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- Vacation and sick time
- Annual discretionary incentive award eligibility
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Asset ManagementOpportunity IdentificationDeal ExecutionAccount PlanningPipeline ManagementCRM ActivityMulti-Product SolutionsCustom Commercial Structures
Soft Skills
Executive PresenceInfluencing SkillsInternal Leadership
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Enterprise RIAsBroker-DealersWealth ChannelsDiscretionary PlatformsAdvisor Distribution Models