Director, Delivery Practitioner

BNY Mellon; New York (NY); On-site; USD 155,000 - 281,000; Full time

Benefits offered by this job

Generous paid leaves

Paid volunteer time

Wellbeing programs

Job summary

A leading global financial services provider based in New York is seeking a Director, Delivery Practitioner for its Wealth Services team. This role involves collaborating with Sales to provide consultative recommendations on BNY's platform and enhancing client relationships by delivering customized product demonstrations. Ideal candidates will have over 10 years of experience in fintech, strong interpersonal and technical skills, and a deep understanding of wealth management operating models. The position offers competitive compensation with a base salary of $155,000 to $281,000.

Qualifications

• 10+ years in product strategy, client solutions, or enterprise sales engineering.
• Strong understanding of wealth and asset management workflows.
• Proven success in technical pre-sales or client advisory contexts.

Responsibilities

• Serve as strategic partner to Sales and Client Enablement teams.
• Educate clients on product applications for Wealth Management needs.
• Deliver high-impact demos and platform walkthroughs.

Skills

Product strategy

Client solutions

Platform consulting

Enterprise sales engineering

Exceptional interpersonal skills

Technical complexity understanding

Job description

Overview

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company, we influence a significant portion of the world’s investible assets. We leverage AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

We are seeking a future team member for the role of Director, Delivery Practitioner to join our Wealth Services team. This role is located in Jersey City, NJ or New York, NY.

Responsibilities

• Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations to:
  • Demonstrate platform and product capabilities tailored to specific client operating models.
  • Provide consultative recommendations on how clients may optimize or adapt workflows to achieve desired business outcomes using BNY's platform.
  • Serve as a trusted product advisor during early client lifecycle stages (pre-sale through onboarding).
• Act as a platform generalist with a strong understanding of end-to-end capabilities (vs. feature-specific product ownership).
  • Educate and guide clients on product applications and financial investments available to support their Wealth Management needs.
  • Translate cross-platform client needs into actionable feedback for Product Managers.
  • Synthesize input across multiple client engagements to identify themes and prioritize enhancements with product leadership.
• Develop a deep understanding of the platform vision, roadmap, and individual product domains through close collaboration with Product Managers.
  • Ensure alignment between external client demands and internal product delivery cycles.
• Deliver high-impact demos and platform walkthroughs, customizing narratives to fit firm-specific use cases and business models.
• Maintain feedback loops between Product, Sales, Client Success, and Platform Enablement teams to reinforce strategic alignment.

Qualifications

• 10+ years of experience in product strategy, client solutions, platform consulting, or enterprise sales engineering in fintech, wealthtech, or financial services platforms.
• Strong understanding of wealth and asset management operating models and related workflows.
• Exceptional interpersonal skills and ability to tailor communication to C-suite, sales executives, and technical stakeholders.
• Ability to connect the dots across a broad platform architecture and articulate platform-wide value.
• Proven success in pre-sales or client advisory contexts, particularly involving technical and operating model complexity.
• Experience capturing and prioritizing client feedback to inform product development lifecycles.
• Proficiency in leading demos, customizing user journeys, and communicating the "art of the possible" using technology platforms.

BNY News and Awards

• BNY Newsroom
• BNY LinkedIn
• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune, 2025
• "Most Just Companies," Just Capital and CNBC, 2025

Benefits and Compensation

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, personal resilience, and financial goals as a valued team member, with generous paid leaves, including paid volunteer time.

The base salary for this position is expected to be between $155,000 and $281,000 per year at the commencement of employment. Base salary is determined on an individualized basis, including experience and market location, and is only part of the total compensation package, which may also include commissions, discretionary bonuses, incentive packages, and company-sponsored benefits.

EEO and At-Will Employment

BNY is an Equal Employment Opportunity/Affirmative Action Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or protected veteran status. This position is at-will and the Company reserves the right to modify base salary or any other compensation at any time.