Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office WFH) or fully based from home (remote) depending on needs of the employee and the business.
Authentic, innovative, and results-driven? Raise your hand if that sounds like you!
We’re looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.
BNY Mellon’s Pershing offers a fast-paced environment and dynamic culture where “client first” is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.
Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!
Supports the life-cycle of a deal from market planning and supporting prospecting campaigns, opportunity development and deal management. Assists relationship managers and engages with clients/prospective clients to ensure all interactions are of high quality. Oversees the deal management process and ensures high quality delivery in all interactions with clients/prospects. Provides feedback on metrics, methodology and proposal response to improve processes, as needed. Oversees legal/business reviews for all potential projects. Reviews and approves final go/no-go carefully considering the impact on the target client and potential future projects. Leverages research/information and collaborates with internal business units to monitor current clients and identify new business opportunities with current or prospective clients. Supports prospecting campaigns and management of new deals. Assists relationship managers to ensure client/prospect satisfaction. Drives improvements, as needed. Acts as main coordinator for business development or relationship management teams. Engages with client and ensures client interactions are high quality. No direct reports. Leads Business Development support teams and provides guidance to less experienced colleagues. Contributes to the achievement of team objectives. Directly contributes to revenue generation goals.
Bachelors degree or the equivalent combination of education and experience in business management or related field is required. 10-12 years of total work experience in sales 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.
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