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Client Engagement Presentation Specialist
2 months ago
BNY Mellon is at the forefront of finance, offering a diverse range of innovative careers that blend business, finance, and technology. We are a leading global asset management and banking institution, overseeing trillions of dollars in assets, custody, and administration.
Recognized as the "bank of banks," we collaborate with 97% of the world's premier financial institutions, guiding our clients into the digital age.
With a workforce of approximately 50,000 across 35 countries, we foster a culture that encourages personal growth, risk-taking, experimentation, and authenticity.
Role SummaryWe are looking for a dedicated professional to fill the role of Client Engagement Presentation Specialist within our Wealth Management Marketing team.
This role involves managing our presentation system, which is essential for introducing, deepening, and proposing to prospects and clients from a content perspective.
Key Responsibilities- Collaborate with key client-facing advisors and subject matter experts to refine our presentation strategy, focusing on client narratives and their specific needs.
- Enhance the visualization of our value proposition, tailoring it to individual client requirements in partnership with product marketing and creative teams.
- Monitor presentation development and usage, sharing insights on effective practices across client-facing teams while ensuring quality control of our internal sales repository.
- Co-manage the roadmap for our presentation tool, ensuring continuous improvement in usability for the front office.
- Drive a structured process to ensure timely delivery, meticulous execution, and strong content mastery.
The ideal candidate will possess a Bachelor's degree and have 7-10 years of marketing or sales experience, preferably within the financial services or wealth management sector. This experience should enable you to understand client needs and effective engagement strategies.
Key qualifications include:
- In-depth knowledge of the sales process in Wealth Management, understanding the journey from prospect to client and client to advocate.
- Exceptional verbal and written communication skills, with a proven ability to create compelling PowerPoint presentations and other media that facilitate meaningful conversations.
- A self-starter mentality, capable of working independently and leading projects with minimal oversight in a dynamic environment.
- Proficiency in Microsoft Word, PowerPoint, Excel, and Adobe software.
- A genuine interest in enhancing the impact of our wealth management client services.
BNY Mellon is proud to be recognized as one of the Fortune World's Most Admired Companies and a leader in Diversity and Inclusion. We offer competitive compensation, comprehensive benefits, and wellness programs that reflect our commitment to excellence.
Our employees have access to flexible global resources and tools to support their personal and professional journeys, including generous paid leave to assist during significant life events.
As an Equal Employment Opportunity/Affirmative Action Employer, BNY Mellon is committed to fostering a diverse workforce that includes underrepresented racial and ethnic groups, women, individuals with disabilities, and protected veterans.
Join us in shaping the future of finance and making a meaningful impact in the lives of our clients.
