BNY Mellon VP - Principal, Product / Relationship Manager - Financial Solutions. in Jersey City, New Jersey

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.


Delivers Solutions Consulting including needs assessments/diagnoses, gap analyses, recommendations and planning. Assigned to complex consulting problems with a large scope/breadth.

Contributes to and leads solutions development for core firm offerings, and helps develop strategies to drive increased adoption and utilization of solutions. At this level, incumbents are considered subject-matter experts across multiple solutions.

Employs a client-focused, strategic approach to drive adoption and utilization of solutions through new business efforts (e.g., sales strategy meetings, demonstrations, finalist presentations, etc.) and industry/professional events.

Conducts in-depth and complex analyses on client segments, the competitive landscape and the industry environment.

Demonstrates in-depth and comprehensive knowledge of firm solutions, the marketplace and client needs.

Reviews and assesses consulting problems, leveraging market and client insights and related complex analyses, and develop opportunities for new and enhanced solutions.

Identifies opportunities and/or gaps within the existing portfolio of solutions. Possesses subject-matter expertise in identifying and compiling the right set of firm solutions to address specific client needs.

Contributes to and helps to operationalize management strategies for solution development and enhancement by engaging appropriate platform, product, or software development staff.

Creates evaluation criteria and success metrics for firm solutions (adoption, utilization, etc.). Leads development of pricing, promotion, distribution strategies and competitive differentiators.

Positions solutions for specific client segments highlighting key benefits and competitive advantages. Works closely with Relationship Management/Business Development/Account Management teams to deliver on sales and market share goals.

Collaborates with Marketing on how to raise awareness and increase adoption and utilization of firm offerings. Works closely with Legal, Risk, and Compliance teams to ensure that solutions adhere to the necessary regulatory requirements.

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 firm 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 is preferred. Securities, financial products and/or financial industry experience preferred.

Applicable FINRA licenses preferred (e.g., Series 7, 24 63, etc.) in regulated areas of the firm.

  • 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:* 09511

  • Job:* Finance/Accounting

  • Organization:* Pershing-HR06431

  • Requisition Number:* 1610581

Category: Finance/Accounting