BNY Mellon Careers

Senior Investment Specialist, Intermediary Distribution

New York, New York
Asset Management


Job Description

This is a client facing sales and analytical role within North American Distribution Strategic Accounts Team.  The Portfolio Solutions Group Specialist will partner with the Strategic Accounts Senior Relationship Managers to service the business development needs of our key client broker dealer relationships.   This role will serve as the primary investment contact for assigned client platforms’ home office research professionals.  Activities will be geared to the successful placement, research coverage, research recommendation, and discretionary model placement at client firms for BNY Mellon / Dreyfus investment solutions and provide overall investment client service needs.   Leads product management, development and strategy for large and/or complex products. Usually assigned to product areas with high-growth potential and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Develops ideas for new products. Ensures that risk, regulations, and market conditions are accounted for throughout the life-cycle of developed products. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen. Independently manages the development, enhancement, and profitability of assigned products and performs both operational and marketing analysis to ensure profitability and penetration goals are met. Manages relationship with Operations, Technology, Risk, Compliance, Legal, etc. to ensure different requirements are met during the new product development, enhancement, delivery, strategy, and planning processes. Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability. Creates product management roadmaps and establishes evaluation criteria and success metrics. Leads pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Engages with Sales and relationship Management in supporting business sales. Performs technical training, demonstration and develops user guides for clients while also preparing sales materials and training BNY Mellon professionals. Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met. No direct reports. Provides guidance to less experienced colleagues as needed. May lead others on project teams. Contributes to the achievement of area objectives and profitability of assigned product(s).

Qualifications

Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 years of total work experience preferred. Experience in Product Management, operations, client management preferred. Series 7 and 66 (or Series 65 & 63) or must be obtained within 90 days of employment.  MBA or CFA preferred. Product Leadership Certification preferred. Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-New York-New York
Internal Jobcode: 70237
Job: Asset Management
Organization: North America Distribution-HR11430
Requisition Number: 1901678