Director, Wealth Platform Delivery

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

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.