Associate, Business Development Support I
1 month ago
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Associate, Business Development Support I to join our team. This role is located in Pittsburgh, PA – HYBRID.
In this role, you’ll make an impact in the following ways:
- Assists in performing core activities supporting the life cycle of sales.
- Participates in market research to support the development and marketing of sales opportunities.
- May coordinate with internal business units to research and gather information necessary to track current clients and potential targets.
- Engages with CRM systems required to track client activities and systems used to run sales analysis and create sales and marketing presentations.
- Assists in supporting new clients and ensures all aspects related to client onboarding are completed.
- Supports Business Development analytics, tracks individual targets and coordinates with sales officers, relationship managers and clients.
- Assists with client assessments to determine ownership structure, documentation requirements and proposal development, as needed.
- Supports and facilitates legal/business reviews for potential opportunities and prospects.
- Focuses on building a strong technological expertise to facilitate administration, KYC due diligence, marketing, prospecting and new client onboarding.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience in business management or related field is required.
- 0-3 years of total work experience in sales preferred. Applicable local/regional licenses or certifications as required by the business.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits:
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 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.
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