Growth Ventures Wealth Channel Technology Business Development Lead

$200,000 - $250,000/Yr

BNY Mellon - New York, NY

Full-time - Senior

New York, NY

10,001+ employees

Credit Intermediation and Related Activities

About the position

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We're seeking a software sales leader for a role within Growth Ventures as the RIA/Broker Dealer Business Development and Relationship Lead. This role is located in Tribeca, NYC (hybrid). In this role, you'll make an impact in the following ways: Lead business development for a new platform business being developed by BNY, focusing on delivering the platform into the wealth channel, specifically RIAs and independent broker dealers. Partner with existing line of business coverage teams, including relationship managers and service leaders, to establish and convert a robust pipeline of clients. Identify a subset of clients to be day 1, pilot program adopters while maintaining momentum with a much more significant set of day 2 adopters. Partner with product and design teams to engage clients in product workshops, demonstrating key features/capabilities, capturing client feedback, and sharing insights with the product development, design, and engineering teams. Establish and execute the roll-out plan for both the pilot program and day 2 adopters, ensuring a smooth implementation of the solution including home office and advisor training and support. Over time, build a high impact team of business development and relationship management professionals that delivers a world-class client experience and drives outsized growth and commercial impact for clients and BNY. Individual will be measured on their ability to convert, onboard, and drive business with a significant volume of clients as indicated by institutional adoption, advisor adoption, and ultimately the volume/dollars supported on the platform.

Responsibilities

• Lead business development for a new platform business focusing on delivering the platform into the wealth channel, specifically RIAs and independent broker dealers.
• Partner with existing line of business coverage teams, including relationship managers and service leaders, to establish and convert a robust pipeline of clients.
• Identify a subset of clients to be day 1, pilot program adopters while maintaining momentum with a much more significant set of day 2 adopters.
• Partner with product and design teams to engage clients in product workshops, demonstrating key features/capabilities, capturing client feedback, and sharing insights with the product development, design, and engineering teams.
• Establish and execute the roll-out plan for both the pilot program and day 2 adopters, ensuring a smooth implementation of the solution including home office and advisor training and support.
• Build a high impact team of business development and relationship management professionals that delivers a world-class client experience and drives outsized growth and commercial impact for clients and BNY.

Requirements

• At least 12+ years of experience in sales/business development roles.
• Experience in the wealth segment, particularly with RIAs and independent broker dealers.
• Experience in private markets and alternatives is a plus.
• Experience in software sales and services is a plus.
• Relentlessly client-oriented and commercial.
• Entrepreneurial and self-directed - operate as an owner.
• Ambitious and driven to deliver market-changing innovations in an accelerated timeline.
• Growth oriented yet pragmatic, able to balance a compelling vision with execution.
• Creative problem solver with grit - consistently finding ways to overcome limitations.
• Detail oriented - understanding the nuances that can impact overall outcomes.
• Thoughtful communicator who can express complex ideas in simple, practical terms.
• Goal oriented - with a clear and persistent vision and a tireless drive to over-deliver.

Benefits

• Highly competitive compensation
• Generous paid leaves, including paid volunteer time
• Access to flexible global resources and tools for personal and professional growth
• Wellbeing programs to support health and resilience
• Financial goals support as a valued member of the team