• Independently evaluate and pursue new business opportunities and client prospects, focusing on responsible business growth that fits within guidelines of partner firms. • Representing the entire suite of BNY Investments investment products and strategies to financial intermediaries, including Wirehouse broker/dealers, Independent broker/dealers, RIA’s and 401k providers. • Leverage existing BNY relationships, coordinate activity across multiple investment subsidiaries, effectively manage and prioritize numerous opportunities across a large regional territory, and integrate with key client service functions. • Serve in a consultative role to prospects and clients, advising leadership on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. • Develop and execute a quarterly territory plan, which includes a strategic plan for the territory as well as a detailed calling plan for large opportunities in the territory