Senior Specialist, Sales Performance & Operations

BNY Mellon; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

BNY Mellon is seeking a Senior Specialist, Sales Performance & Operations to join the North America Distribution team in New York. The role focuses on building automated data workflows, datasets and dashboards to support reporting, analytics, and sales strategy.

Candidates should have strong SQL skills, experience with BI/visualization tools, and the ability to translate business requirements into actionable data solutions across multiple data sources while maintaining data quality and

Qualifications

• Bachelor's degree or equivalent in a relevant field.
• Experience in data analytics, BI, or quantitative/tech roles.
• Strong SQL skills and data workflow/dashboard development.
• Ability to translate business requirements into data solutions.
• Experience with multiple data sources and data quality controls.

Responsibilities

• Develop and maintain automated data workflows, datasets, dashboards and visualizations.
• Partner with sales stakeholders to translate requirements into data solutions.
• Analyze, reconcile and monitor data from internal and external sources; troubleshoot data quality issues.
• Use SQL and BI/visualization tools to present complex data clearly.
• Provide analytics and market intelligence to support sales strategy and client segmentation.
• Support new technologies, reporting processes and analytical methodologies, and share expertise with colleagues.

Skills

SQL

Data analytics

Stakeholder management

Communication skills

Education

Bachelor's degree or equivalent

Advanced degree in quantitative/STEM (advantage)

Tools

BI tools

Job description

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of September 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

We're seeking a future team member for the role of Senior Specialist, Sales Performance & Operations to join the North America Distribution team. This role is located in New York.

In this role, you'll make an impact in the following ways:

• Develop and maintain automated data workflows, datasets, dashboards and visualizations to support reporting and analytical needs across Investment Management.
• Partner with business and sales stakeholders to understand requirements and translate them into practical data, reporting and analytics solutions.
• Analyse, reconcile and monitor data from internal and external sources, troubleshooting issues and implementing fixes to maintain data quality and accuracy.
• Use SQL, business intelligence and visualization tools to extract, analyse and present complex data in a clear and accessible way.
• Provide analytics and market intelligence to support business development, client segmentation, sales strategy and ad hoc requests from client-facing teams.
• Support the implementation of new technologies, reporting processes and analytical methodologies, while sharing expertise with less experienced colleagues.

To be successful in this role, we're seeking the following:

• Bachelor's degree or equivalent combination of education and relevant experience; an advanced degree in a quantitative or STEM discipline is advantageous.
• Relevant experience in data analytics, business intelligence, reporting or a quantitative/technology-focused role, ideally within Investment Management or financial services.
• Strong SQL skills with experience developing automated workflows, datasets, dashboards and data visualizations.
• Strong analytical and problem-solving skills, with experience working across multiple data sources and maintaining high standards of data quality.
• Strong communication and stakeholder management skills, with the ability to translate business requirements into data solutions and explain analytical findings to non-technical audiences.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025

• World's Most Admired Companies, Fortune 2025

• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
• We provide access to flexible global resources and tools for your life's journey.
• Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team,
• along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.