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Incumbent provides marketing support for sales and client service (Relationship/Product Managers, Client Service Associates, Portfolio Managers and Senior Management) by creating and maintaining all marketing materials with an emphasis on stable value products. Materials includes, but are not limited to, standard templates, client and prospect presentation books, product sheets, news letters, and white papers. He/she will be responsible for initiating meetings with requestor (Product Manager, Client Service Associates, etc) to determine data and design requirements; working closely with colleagues in production and statistical areas to update regularly required data, support inquiries, and ensure that information is used in the proper context; coordinating the process for design and production of the materials; updating, formatting and redesigning materials; coordinating compliance approvals; and monitoring printing process. Incumbent will also contribute to the process by identifying and improving standards for presentation designs that will enhance materials and improve efficiency.
Qualifications BA/BS degree. 2 years experience. Proficient in Microsoft Office (PowerPoint and Excel); Adobe InDesign, Illustrator, and Photoshop on a PC platform. Must have the ability to multi-task and prioritize; attention to detail, strong organizational, time management, communication, and interpersonal skills are required as well as a solid work ethic and professionalism. Understanding of the investment management business, particularly Stable Value, is a plus, but will develop within the role. 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.
As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Massachusetts-Boston Internal Jobcode: 08912 Job: Wealth Management Organization: WM Other Services-HR14166 Requisition Number: 1809961