We’re seeking a future team member for the role of Institutional Business Development - West to join our Newton Investment Management distribution team. This role is located in Boston, MA or San Francisco, CA – ONSITE.

In this role, you’ll make an impact in the following ways: 

• Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through the firm’s solutions. Will also pursue advantageous strategic subadvisory partnerships with third parties fund sponsors, and actively attend and participate in industry conferences and events.
• Locates potential prospects through in-depth industry research and an understanding of the market environment, including short- and long-term trends, competitor offerings, regulatory developments etc. Incumbents are highly experienced in independently developing leads and initiating contact with prospects. Prospect contacts are usually institutional leadership. 
• Screens and evaluates prospects by analyzing market strategies, deal requirements, growth potential, financials and internal firm priorities. 
• Partners with Consultant Relations team, Relationship Management team, Client Service team, and all commercial and non-commercial functions at the firm to deliver the firm’s best value propositions.
• Closes new prospects by structuring deals (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm. Ensures deals are compliant with all regulations. Marshals firm-wide resources (marketing, legal, compliance, etc.) to ensure the most appropriate response to prospect proposals and deal structure. Work closely with related teams and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development activities are conducted and captured.

To be successful in this role, we’re seeking the following: 

• Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 10 years of total work experience preferred.
• Financial Services experience with Institutional and Intermediary clients preferred, as is Active Equity, Liquid Alts, Multi-Asset and Hedge Fund product sales experience
• A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region and channels is preferred.
• Series 3, 7 and 63 requiredAt BNY, our culture speaks for itself. Here’s a few of our awards: 
• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023