Client Presentation Manager at BNY

Vice President, Client Presentation Manager

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 future team member for the role of Vice President, Client Presentation Manager to join our Wealth Management Marketing team. This role is located in New York, NY with a hybrid work arrangement.

In this role, you’ll make an impact in the following ways: 

• Owning the presentation system that we use to introduce, deepen, and propose to prospects and clients – from a content perspective. Working with key client-facing advisors and SMEs to update our presentation approach to sharing a narrative that focuses on the client, their needs and how we will help them.
• Identifying and enhancing the most meaningful ways to visualize “How we help you” for individual client needs, in partnership with product marketing and our creative team.
• Tracking presentation development/usage and share “what’s working” across client-facing partners and oversee quality control of our internal sales repository (Seismic); identify content that should be retired/refreshed.
• Acting as a key resource available for our top producers, to assist them individually with key finalist presentations; and then carrying the most effective concepts over to the presentation system to continuously improve it.
• Co-owning the roadmap for our presentation tool (Seismic) with Marketing Technology and Analytics to constantly improving usability for the front office.
• Driving a tight process to deliver on time, with flawless execution, tight proofing and strong command of content.
  To be successful in this role, we’re seeking the following: 
• Bachelor's degree and a minimum 7-10 years’ marketing or sales experience, preferably in financial services/wealth management environment where you can leverage your knowledge of client needs, the approach for working with clients and solutions.
• Deep knowledge of the sales process in Wealth Management and the journey from prospect to client, and then from client to advocate.
• Strong verbal, written and overall communications skills, with a proven ability to turn ideas into engaging PowerPoint presentations, or other media, that support the desired conversation.
• Self-starter, ability to work independently and lead projects with minimal oversight in a fast-paced environment.
• Excellent proficiency with Microsoft Word, PowerPoint, Excel and Adobe.
• Genuine interest in deepening proficiency in driving impact for the wealth management client business.

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 $66,000 and $120,000 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.

 

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 & 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.