Senior Vice President, Investment Specialist

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and / or administration.

Known as the bank of banks - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.

Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what #LifeAtBNYMellon is all about.

About BNY Mellon Investment Management :

BNY Mellon Investment Management is a leading investment manager, with $1.9 trillion in assets under management as of June 30, 2023.

Through an investor-first approach, the firm brings to clients the best of both worlds : specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.

BNY Mellon Investment Management is a division of BNY Mellon, which has $46.6 trillion in assets under custody and / or administration as of June 30, 2023.

BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE : BK). Additional information is available on www.

bnymellon . com. Follow us on X (formerly Twitter) @BNYMellon or visit our newsroom at www.bnymellon.com / newsroom for the latest company news.

We’re seeking a future team member for the role of Investment Specialist to join our Global Distribution team. This role is located in New York City - HYBRID.

Overview of Role :

This is a client facing sales and analytical role within the North American Distribution Strategic Accounts Team. The Sr.

Specialist will partner with the Strategic Accounts Senior Relationship Managers to service the business development needs of our key client intermediary relationships.

This role will serve as the primary investment contact for assigned client platforms’ home office research professionals.

Activities will be geared to the successful placement, research coverage, research recommendation, and discretionary model placement at client firms for BNY Mellon Investment Management capabilities and provide overall investment client service needs.

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

• Partner with Strategic Accounts Relationship Managers to service the business development needs of our key client relationships
• Focus calling efforts on key wirehouse and independent wealth management firms
• Develop new, and expand on existing, relationships within research, platform, and due diligence teams at respective firms
• Develop in-depth knowledge of each firms’ investment decision making process, as well as specific platforms and research processes
• Create innovative methods to connect with clients and create interest in BNY Mellon Investment Management capabilities and solutions
• Partner with Relationship Managers to formulate specific client sales and service model that results in more opportunities for placements and mandates
• Articulate the investment processes for key capabilities of BNY Mellon Investment Management and our affiliated investment firms
• Initiate, organize and manage due diligence meetings
• Provide product analytics both on a proactive, and reactive basis
• Have an acute awareness of competition, as well as marketplace trends and changes
• Assist the RFP team in the completion and review of client RFI / RFP requests
• Respond to day-to-day needs and ad hoc requests from clients
• Help to foster collaborative relationships with a core team of internal partners including Sales (External and Internal), Marketing, Product, Compliance, and Investment Firms
• Additionally, help bring the voice of the client’ back to all these areas of BNY Mellon

To be successful in this role, we’re seeking the following :

• BA / BS required
• 10+ years of Investments related experience
• In depth knowledge of financial services industry
• Extensive product knowledge and understanding of wealth management industry
• Strong presentation and interpersonal skills
• Excellent written and oral skills
• Experience in participating in RFP processes for investment products
• Knowledge of investment software applications including Morningstar Direct and eVestment

Certification :

• Applicable local / regional licenses or certifications as required by the business.
• Series 7 & 66 (or Series 63 & 65) -or- must be obtained within 90 days of employment
• CFA or CAIA (or progress toward preferred

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards :

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• Best Places to Work for Disability Inclusion , Disability : IN 100% score
• 100 Best Workplaces for Innovators, Fast Company
• CDP’s Climate Change A List’

Our Benefits :

BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer - Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.

LI-HYBRID

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $108,700 and $200,000 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.

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.