Client Proposal Delivery Manager

3 weeks ago

Atlanta, Georgia, United States tapwage Full time

CLIENT PROPOSAL DELIVERY MANAGER
Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology.

We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration.

Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.


With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn.

Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself.

This is what #LifeAtBNYMellon is all about.


We're seeking a future team member for the role of Client Proposal Delivery Manager to join our Wealth Management Marketing team.

This role is in Atlanta, GA with a hybrid work arrangement, at this time.

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

  • Owning the presentation system that we use to introduce, deepen, and propose to prospects and clients – from a content perspective. Working with key client-facing advisors and SMEs to update our presentation approach to sharing a narrative that focuses on the client, their needs and how we will help them.
  • Identifying and enhancing the most meaningful ways to visualize "How we help you" for individual client needs, in partnership with product marketing and our creative team.
  • Tracking presentation development/usage and share "what's working" across clientfacing partners and oversee quality control of our internal sales repository (Seismic); identify content that should be retired/refreshed.
  • Acting as a key resource available for Platinum Producers, our top producers, to assist them individually with key finalist presentations; and then carrying the most effective concepts over to the presentation system to continuously improve it.
  • Coowning the roadmap for our presentation tool (Seismic) with Marketing Technology and Analytics to constantly improving usability for the front office.
  • Driving a tight process to deliver on time, with flawless execution, tight proofing and strong command of content.
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
To be successful in this role, we're seeking the following:

  • Bachelor's degree and a minimum 5-7 years' marketing or sales experience, preferably in financial services/wealth management.
  • Deep knowledge of the sales process in Wealth Management and the journey from prospect to client, and then from client to advocate.
  • Strong verbal, written and overall communications skills, with a proven ability to turn ideas into engaging PowerPoint presentations, or other media, that support the desired conversation.
  • Selfstarter, ability to work independently and lead projects with minimal oversight in a fastpaced environment.
  • Excellent proficiency with Microsoft Word, PowerPoint, Excel and Adobe.
  • Genuine interest in deepening proficiency in driving impact for the wealth management client business.
At BNY Mellon, our inclusive culture speaks for itself.

Here's a few of our awards:

  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
- [Best Places to Work for Disability Inclusion]), Disability: IN – 100% score

  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'

Our Benefits:


BNY Mellon 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 that can support you and your family through moments that matter.

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

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.

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