BNY Mellon Careers

Sr Spclst, Tech Sales Cons

Jersey City, New Jersey; San Francisco, California; Greenwood Village, Colorado

Job Description

Serves as the functional liaison between AM/RM/BD teams and clients/prospects during the sales process. Advises on proposals of moderate to large scope, often involving multiple products and/or requiring some detailed customization or adaptation to client needs. Advises the internal AM/RM/BD teams on structuring the functional approach to a client/prospect proposal. Works directly with clients/prospects to understand their functional needs/specifications and integration requirements; interprets and translates into proposed solutions; then articulates these findings back to the client to ensure they understand what the organization intends to propose. Provides the functional documentation for RFI and RFP responses; liaises with product and technology teams to ensure solutions proposed are within the organization's capabilities. Collaborates with functional teams to find solutions to unprecedented client requests. Makes client visits with the AM/RM/BD team; assists in identifying opportunities for incremental sales, change orders, upgrades, etc.; may demonstrate functional capabilities to clients. Expands breadth of knowledge on organization products and offerings. No direct reports; may provide guidance to less experienced colleagues. Contributes to the achievement of area objectives; works on client initiatives of moderate to large scope and increased complexity.  


Bachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-7 years of total work experience preferred. Experience in securities or financial services preferred.

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:

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-New Jersey-Jersey City
Internal Jobcode: 09027
Job: Sales/Marketing
Organization: Pershing Domestic-HR06431
Requisition Number: 1808688