Bank of the West Wealth Management- Internal Wholesaler- Advanced Solutions in New York, New York

Wealth Management- Internal Wholesaler- Advanced Solutions



What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Position Summary:

Serves as distribution arm of the Wealth Management (WMG) Advisory Desk (AD). The AD is the group within WMG in charge of advanced investment products. The range of products evolves constantly and at this time includes structured notes and hedge funds. The product advisor will constantly interact with the client-facing team (Relationship Managers, Financial Advisors) and, if required given the client’s needs or sophistication, their clients, in all matters that pertain to the AD product range. The objective of these interactions is to promote the distribution of the products to the bank’s wealth management clients, which should translate into more diversified portfolios for the clients and increased AUM and fees to the Bank. The product advisor will combine educational initiatives, product-focused presentation, internal team and individual meetings and client visits, while leveraging internal and external resources.

Essential Functions:

  1. Proactively markets the Advisory Desk (AD) products to the bank’s WMG sales force through actions such as phone calls, conference calls, seminars, meetings at the branch, market or regional level, written, video, web-based communications.

  2. In accordance with the recognized need for constant education and training, develops and maintains an education program aimed at internal sales as well as clients to enhance the knowledge and understanding of potentially complex offerings.

  3. Interacts with the different product managers to communicate client needs and sales feedback that can be relevant to the AD product offering.

  4. Acts as main point of contact for financial advisors and relationship managers in search of information with regard to a product in the Advisory Desk’s range.

  5. Uses the bank’s resources to communicate best practices and share highlights in all relevant client interactions.

  6. Is available for client meetings and to assist the relationship managers and financial advisors prepare for those meetings.

  7. Directs the gathering of market intelligence so that business segment opportunities may be capitalized on as they occur and the effects of competitive activity are minimized. Plans, conducts and directs major long-term projects.

  8. Develops and recommends pricing strategies that will result in meeting specific business segment and/or product objectives.

  9. Maintains contact with Bank officers responsible for marketing and sales of assigned products to monitor trends, determines customer acceptance, understand sales officers’ needs, etc.

  • LI-LH1



  • Bachelor’s degree in Finance, Economics or related field required

  • Master’s degree in Finance, Economics or related field preferred

  • Active FINRA licenses series 7, 63 required, 65 or 66 preferred


Understanding of wealth management business and knowledge of investment products across major asset classes (i.e. fixed income, equities, alternatives, derivatives, money markets, fx)

• Strong presentation and written communication skills.

• Willingness to drive the development of new product offerings, a transformational initiative for WMG.

• Proven ability to produce strong business analysis for key stakeholders with the ability to identify, review, and prioritize business requirements across multiple products.

• Ability to proficiently use MS Software products (Word, Excel, PowerPoint) and other technology platforms as needed such as Bloomberg, Reuters and/or others.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Advisory Services

Location: United States-New York-New York

Requisition ID: 037037