Growth Ventures – Wealth Channel Technology Business Development Lead

at  BNY Mellon

Overview
Growth Ventures – RIA/Broker Dealer Business Development Lead (Director)
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).

EMPLOYER DESCRIPTION:

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 and 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: bnymellon.com/careers.

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 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

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Individual should have at least 12+ years of experience in sales/business development roles
Experience in the wealth segment, particularly with RIAs and independent broker dealers, is a must
Experience in private markets and alternatives is a plus
Experience in software sales and services is a plus
Being relentlessly client-oriented and commercial
Being entrepreneurial and self-directed – operate as an owner
Being ambitious and driven to deliver market-changing innovations in an accelerated timeline
Being growth oriented yet pragmatic, able to balance a compelling vision with execution
Being a creative problem solver with grit – consistently finding ways to overcome limitations
Being detail oriented – understanding the nuances that can impact overall outcomes
Being a thoughtful communicator who can express complex ideas in simple, practical terms
Being goal oriented – with a clear and persistent vision and a tireless drive to over-deliver
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023