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BNY

Safeguards and moves assets for investors

Director – Delivery Practitioner

Pre-Sales Solution EngineeringConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • 10+ years of experience in product strategy, client solutions, platform consulting, or enterprise sales engineering in fintech, wealthtech, or financial services platforms.
  • Strong understanding of wealth and asset management operating models and related workflows.
  • Exceptional interpersonal skills and ability to tailor communication to C-suite, sales executives, and technical stakeholders.
  • Ability to connect the dots across a broad platform architecture and articulate platform-wide value.
  • Proven success in pre-sales or client advisory contexts, particularly involving technical and operating model complexity.
  • Experience capturing and prioritizing client feedback to inform product development lifecycles.
  • Proficiency in leading demos, customizing user journeys, and communicating the "art of the possible" using technology platforms.

Responsibilities

  • Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations to: Demonstrate platform and product capabilities tailored to specific client operating models.
  • Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations to: Provide consultative recommendations on how clients may optimize or adapt workflows to achieve desired business outcomes using BNY’s platform.
  • Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations to: Serve as a trusted product advisor during early client lifecycle stages (pre-sale through onboarding).
  • Act as a platform generalist with a strong understanding of end-to-end capabilities (vs. feature-specific product ownership). Educate and guide clients on product applications and financial investments available to support their Wealth Management needs.
  • Act as a platform generalist with a strong understanding of end-to-end capabilities (vs. feature-specific product ownership). Translate cross-platform client needs into actionable feedback for Product Managers.
  • Act as a platform generalist with a strong understanding of end-to-end capabilities (vs. feature-specific product ownership). Synthesize input across multiple client engagements to identify themes and prioritize enhancements with product leadership.
  • Develop a deep understanding of the platform vision, roadmap, and individual product domains through close collaboration with Product Managers.
  • Develop a deep understanding of the platform vision, roadmap, and individual product domains through close collaboration with Product Managers. Ensure alignment between external client demands and internal product delivery cycles.
  • Deliver high-impact demos and platform walkthroughs, customizing narratives to fit firm-specific use cases and business models.
  • Maintain feedback loops between Product, Sales, Client Success, and Platform Enablement teams to reinforce strategic alignment.

Desired Qualifications

  • None

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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