Job Description

The New Business Coordinator will serve as a single point of contact for Sales Representatives, working with other areas across the firm to follow up with prospective clients (i.e. contract status, AS, W-9, KYC, etc.) and/or executing necessary sales related tasks in an accurate and timely manner. The New Business Coordinator will successfully onboard new clients, ensuring prospective clients needs are identified through on-boarding checklists and processes, expectations are appropriately set, and custom requests are identified early in the process and evaluated as part of a new business acceptance process. The New Business Coordinator will coordinate the preparation of meeting and proposal materials, identify prospects through public web sites and industry media, update files and systems for prospective and current clients/consultants, and drive the prequalification process for Hedge Fund prospects. The individual will conduct research on clients or prospects to provide relevant information to sales staff and track and maintain pipeline information. You will run Pivotal queries in support of the sales process, build and maintain prospect list, and review supporting data as part of the prospecting/due diligence process. The New Business Coordinator will generate follow-up correspondence to maintain and grow relationships, execute mailing campaigns to prospects and consultants. In addition, you will coordinate competitive analysis prior to finals presentations and provide back-up support to Distribution Support during peak volumes of new business books. You will continuously expand knowledge of the firms product line, industry trends, current compliance guidelines competition and sales process to provide consistently higher value assistance to the sales team.

This position is located in Uniondale, Long Island, New York (across from Hofstra University).

The candidate must have at least 2+ years experience in investment industry and a bachelor's degree, CFA designation or advanced degree preferred. The candidate must be energetic and self motivated, with the ability to work well under time constraints. Strong analytical ability and demonstrated sound judgment in dealing with institutional clients. You must be highly organized with a keen attention to detail, and must possess exceptional technical, verbal and written communication skills. Must be a registered rep (holding Series 7 and 63) or willingness to obtain within 90 days of hire.

The Dreyfus Corporation, established in 1951 and headquartered in New York City, is one of the nation's leading asset management and distribution companies, currently managing more than $260 billion in mutual funds and separately managed accounts. Dreyfus is part of BNY Mellon Asset Management, a leading global provider of investment management products and services that offers a broad range of equity, fixed-income, hedge and liquidity management products through individual asset management companies and multiple distribution channels.
As one of the world's leading financial services organizations, BNY Mellon recognizes the importance of a competitive benefits plan as part of your total compensation. That's why we offer a comprehensive, customizable benefits program to meet the needs of our diverse work force. Benefits include high quality medical and dental plans including orthodontic coverage, vision, life and disability insurance, flexible spending accounts, retirement plans that include an attractive 401k match and a company funded pension plan, generous tuition assistance and other work/life programs.

BNY Mellon is committed to Equal Employment Opportunity in providing all individuals interested in expressing interest in employment with us the opportunity to participate without barriers.

If you are interested in expressing an interest in this position, please visit www.bnymellon.com/careers . Please click on the “Search for BNY Mellon jobs” link on the Careers page. Enter the specific job number 1000535 when completing the online resume form. Please indicate salary requirements when submitting your online application.

Candidates interested in applying to this role should e-mail kareliz.gracia@bnymellon.com.