Senior Specialist, Investment Sales Consultant
BNY MellonKing of prussiaUpdate time: July 30,2021
Job Description
Serves as the functional liaison between Account Management/Relationship Management/Business Development teams and clients/prospects during the sales process. Advises on proposals of moderate to large scope, often involving multiple products and/or requiring some detailed customization or adaptation to client needs. Advises the internal Account Management/Relationship Management/Business Development teams on structuring the functional approach to a client/prospect proposal. Works directly with clients/prospects to understand their functional needs/specifications and integration requirements, interprets and translates into proposed solutions, then articulates these findings back to the client to ensure they understand what the organization intends to propose. Provides the functional documentation for RFI and RFP responses, liaises with product and technology teams to ensure solutions proposed are within the organization's capabilities. Collaborates with functional teams to find solutions to unprecedented client requests. Makes client visits with the Account Management/Relationship Management/Business Development team, assists in identifying opportunities for incremental sales, change orders, upgrades, etc., may demonstrate functional capabilities to clients. Expands breadth of knowledge on organization products and offerings. No direct reports, may provide guidance to less experienced colleagues. Contributes to the achievement of area objectives, works on client initiatives of moderate to large scope and increased complexity. Qualifications Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-7 years of total work experience preferred. Experience in securities or financial services preferred. 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. Primary Location: United States-Pennsylvania-King of Prussia Internal Jobcode: 09027 Job: Asset Servicing Organization: Pershing Domestic-HR06431 Requisition Number: 2111397

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