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.
Acts as an operational consultant for a variety of solutions and processes utilized to address client concerns. Assigned to complex clients with a large scope/breadth. Contributes solutions development for core firm offerings, and helps develop strategies to drive increased adoption and utilization of solutions.
Employs a client-focused, strategic approach to drive adoption and utilization of solutions through new business efforts for clients and prospects (e.g., sales strategy meetings, demonstrations, finalist presentations, etc.) and industry/professional events. Conducts in-depth and complex analyses on competitive landscape and industry environment.
Reviews and assesses operational policies and procedures , leveraging market and client insights and related complex analyses, to develop opportunities for new and enhanced solutions. Identifies opportunities and/or gaps within the existing operational environment. Possesses subject-matter expertise in identifying and compiling the right set of firm procedures and solutions to address specific client needs. Helps operationalize management strategies for solution development and enhancement by engaging appropriate Platform, Product and Software Development colleagues.
Focuses on modeling services rendered to clients and educates internal teams to a point where leverage best practices to serve other clients experiencing similar difficulties.
Works closely with Relationship Management, Business Development, Account Management, and Product Development teams to deliver on sales and market share goals. Keeps an eye out for new business opportunities when interacting with clients and communicates these opportunities to the Business Development and Relationship teams or other senior Solutions Consulting resources.
Participates in market activities, conducts speaking engagements, liaises with industry and professional groups and networks with strategic decision makers at clients and prospects. Contributes to the firm's intellectual capital around solutions and consulting approach to share with the market.
No direct reports; provides guidance to less experienced colleagues as needed. May lead others on project teams.
Contributes to the achievement of area objectives and profitability of assigned product(s).
Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
7-10 years of total work experience. Securities, financial products and/or the finance industry experience preferred. Applicable local/regional licenses or certifications as required by the business. 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.