BNY Mellon Careers

Sales Assistant

Boston, Massachusetts
Wealth Management

Job Description

This position is highly visible to external clients and prospects; therefore, the Sales Assistant must be client service oriented and their work must be of high quality. The quality of work has a direct impact on winning business for the sales unit. The incumbent will work closely with the Sales Officers to support their marketing and sales efforts. He/she is responsible for assisting Sales Officers in meeting their office sales goals through development of sales presentations materials, tracking of leads including pending business and new business on a weekly basis, arranging investment programs and handling all inquiries while sales staff is out of the office. Incumbent will work on special marketing projects and provide competitive marketing reports as needed.


Incumbent will possess strong written and verbal communication skills. Must have excellent organizational and interpersonal skills. Flexibility and creativity are necessary assets. Three to 5 years minimum experience preferred; typically gained through support of a sales office or work in a professional office (i.e., CPA, lawyer, or educational). Undergraduate degree or equivalent experience preferred. Must be proficient in Microsoft Office products with emphasis on Word, Excel and Powerpoint.

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:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them 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: 03014
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1800332