Growth Ventures – Wealth Channel Technology Business Development Lead - 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).

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

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $200,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.