Full-Time
Senior Vice President
Deal Management, Client Coverage
Posted on 9/27/2025
The Bank of New York Mellon
10,001+ employees
Global financial services with asset management
Compensation Overview
$102k - $170k/yr
Lake Mary, FL, USA + 1 more
More locations: New York, NY, USA
In Person
 Finance & Banking (2) |
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- 8+ years of experience in RFP management within financial services, asset/wealth management, or banking
- Proven track record of leading and scaling RFP teams
- Strong understanding of wealth management products, investment solutions, and financial regulations
- Expertise in AI/ML applications, automation tools, and knowledge management systems
- Exceptional project management, writing, and communication skills
- Strong stakeholder management and ability to influence senior executives
- Strategic thinker with an innovation mindset
- Attention to detail and deep technical acumen in AI and automation tools
- Exceptional leadership, coaching abilities, and people development skills
- Ability to translate complex financial concepts into client-centric messaging
- Resilient, agile, highly collaborative, and able to work under pressure with tight deadlines
- Voracious learner
- Responsible for end to end RFP design and development
- Define and execute the overall RFP strategy aligned with business growth objectives
- Partner with senior business leaders, product teams, and client relationship managers to position the firm competitively in RFP responses
- Oversee the end-to-end RFP lifecycle: intake, analysis, response development, quality review, submission, and post-mortem feedback
- Ensure responses are accurate, compliant, and differentiated, reflecting the firm’s strengths in wealth and financial services
- Maintain a centralized knowledge base and content library for efficient and consistent RFP production
- Own and manage RFPs for top opportunities, personally leading process and quality assurance for BAU RFPs as a player/coach
- Implement and leverage AI-driven RFP automation tools (e.g., RFPIO, Loopio, or custom AI solutions) to increase efficiency and accuracy
- Explore opportunities to improve generative AI and natural language processing for drafting, content tagging, and knowledge management
- Collaborate with AI Hub and innovation teams to integrate AI, data analytics, and workflow automation into the RFP process
- Act as a strategic advisor to business development and client coverage teams on proposal positioning
- Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs
- Represent the RFP team in senior leadership meetings and cross-functional committees
- Establish KPIs and reporting to measure RFP success rates, turnaround times, and client feedback
- Continuously improve processes, templates, and content management through technology and best practices
- Ensure compliance with regulatory, legal, and brand standards
BNY Mellon combines traditional asset management, custody, and investment services with digital capabilities. It is building a multi-asset digital platform that links cryptocurrencies and tokenized securities with conventional financial systems, serving individuals, corporations, and institutional clients. Pershing X expands digital capabilities to improve client experiences; the firm earns fees, commissions, and interest income. By integrating ESG factors and partnering with Citi and Verizon, it aims to connect digital innovation with secure, scalable financial services.
Company Size
10,001+
Company Stage
IPO
Headquarters
Town of East Hampton, New York
Founded
1784
Simplify's Take
What believers are saying
- Digital asset custody expands across regulated markets like the UAE.
- AI tools accelerate onboarding, servicing, and settlement inquiries.
- Snapdocs automation lowers mortgage collateral costs and extends eCustody.
What critics are saying
- Regulatory tightening can stall digital-asset custody expansion quickly.
- AI spending fails without measurable fee or cost improvements.
- Higher risk-weighted assets constrain CET1 and buyback flexibility.
What makes The Bank of New York Mellon unique
- BNY is the first U.S. G-SIB offering digital asset custody.
- BNY positions itself as an enabler, not a stablecoin issuer.
- BNY spends nearly $4 billion annually on technology.
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Benefits
Health Insurance
Paid Vacation
Paid Sick Leave
Paid Holidays
Flexible Work Hours
Remote Work Options
Company News
The Bank of New York Mellon has acquired an additional 101,810 shares of Strategy for approximately $18.7 million, bringing its total holdings to one million shares valued at around $187.2 million at current market prices. The institution, which manages approximately $2.1 trillion in assets, joins a growing number of large organisations establishing significant positions in Strategy as a means of gaining Bitcoin exposure.
The Bank of New York Mellon is expected to report quarterly earnings of $1.93 per share, up 22.2% year-over-year, with revenues forecast at $5.15 billion, a 7.5% increase. The consensus EPS estimate has been revised down 0.5% over the past 30 days. Analysts project total interest-earning assets at $390.81 billion, compared to $354.69 billion last year. Book value per share is expected to reach $58.50, up from $52.82 previously. The Tier 1 capital ratio is forecast at 15.4%, versus 14.7% a year ago. Net interest revenue is projected at $1.32 billion, compared to $1.16 billion in the prior-year quarter. Nonperforming assets are expected to decline to $191.31 million from $213 million last year.
Bank of New York Mellon has partnered with Singapore Gulf Bank, adding the firm to its correspondent banking network and providing access to its Fixed Income Brokerage platform. The deal enables SGB's crypto-native clients to access 24/7 US dollar clearing, money market funds and Treasury bills, bridging digital assets with traditional fixed income. The partnership highlights BNY's growing role in tokenised finance infrastructure, following the bank's recent Digital Asset Summit appearance where its CEO outlined positioning around tokenisation and digital custody. However, analysts view the development as incremental rather than a major near-term catalyst. BNY's narrative projects $23.2 billion revenue and $6.4 billion earnings by 2029, requiring 5% annual revenue growth. Fair value estimates range from $118.67 to $133.83 per share.
Strategy has purchased approximately $330 million worth of Bitcoin between 1 April and 5 April, the company disclosed, even as it reported a $14.5 billion unrealised loss in the first quarter due to Bitcoin's price decline. Bank of New York Mellon has been designated by the US Department of the Treasury as a financial agent for the Trump Accounts programme for newborns. BNY Mellon has partnered with Robinhood, which will serve as brokerage and initial trustee for the accounts. US stocks climbed on Monday as oil prices dropped amid cautious optimism for de-escalation in Middle East hostilities. Iran and the US have reportedly received a Pakistan-prepared plan for ending attacks, according to Reuters.
The US Department of the Treasury has named BNY Mellon as the official financial agent for its Trump Accounts programme, with Robinhood joining as a key partner. BNY Mellon will manage initial accounts and help develop a dedicated mobile application for families to access funds. Robinhood will provide brokerage services and act as initial trustee for the accounts. The secure, white-label platform will remain under full government control whilst emphasising usability and security for first-time users. The initiative aims to expand access to structured savings and investment accounts for younger Americans as part of broader financial inclusion efforts. The Treasury will maintain strict oversight, including performance standards and regulatory compliance. Details on eligibility and funding mechanisms are still emerging.