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Business Planning and Analysis - IC3 Serves in a key position, responsible for content and messaging development and project management in support of strategic initiatives focused on new and existing Registered Investment Advisor firms, multifamily offices, advisors in transition, broker-dealers and other channels within the Financial Services space. Executes on the strategy for key market segments within the Advisor Solutions organization at BNY Mellon Pershing: Independent RIAs, Corporate and Hybrid RIAs, advisors breaking away from wirehouses/broker-dealers, trust companies and private banks. Develops the project plans and presentation in support of these specific strategies. Responsible for execution of the plan, alongside a cross-functional team representing Relationship Management, Business Development, Billing, Platform Strategy and other key stakeholders. Responsible for developing clear and concise communication/collateral through PowerPoint, Excel, Visio and other audience-friendly media. Serves are the business project manager for the onboarding of large, complex and sophisticated firms onto our custody and technology platform. Collaborates with and drives multiple teams forward using one plan. Support the broader needs of the business on process re-engineering and risk mitigation efforts. Operates as a hybrid project manager and business analyst, with a keen focus on communication and written and verbal delivery (being mindful of audience). Conducts analyses and reporting in support of business development and growth-oriented initiatives and/or strategic/operational planning activities. Often serves as a project lead and will elicit input from the broader team. Defines, reengineers and institutionalizes new approaches to required analytics and processes. Communicates effectively with technical and business staff. Develops and delivers both informational and decision-seeking reports, analyses and/or presentations. Communications to stays abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc. No direct reports. Contributes to the achievement of the broader organization, inclusive of Business Development, Relationship Management, Platform Strategy and/or Client Experience. Employs collaborative techniques and promotes education/training to foster adoption and clarity amongst peers. Operates as a hybrid project manager and business analyst, with a keen focus on communication and written and verbal delivery (being mindful of audience)
Qualifications Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New Jersey-Jersey City Internal Jobcode: 70158 Job: Sales/Marketing Organization: Pershing Domestic-HR06431 Requisition Number: 1904817
Internal Number: 5857990
About BNY Mellon
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