Lead a team in sales operations within financial services for a rapidly growing tech firm. Focus on performance improvement and effective communication.
About the role
- Lead US Consultant Strategy: Own and execute the national consultant relations strategy, cultivating relationships with large and complex institutional consultants across the US to drive business growth and influence ratings.
- Strategic Client Engagement: Serve in a consultative capacity to senior consultant stakeholders, aligning the firm’s full capabilities with client objectives through tailored, solutions-oriented engagement.
- Revenue Growth & Market Development: Proactively identify and convert new business opportunities, leveraging deep market insight and cross-product knowledge to structure commercially sound and competitive proposals.
- Internal Leadership & Collaboration: Act as a senior liaison across investment, distribution, legal, compliance, and marketing teams to ensure alignment, risk management, and delivery of consistent, high-quality consultant-facing materials.
Requirements
- Extensive Institutional Experience: 7–10 years of experience in institutional business development or consultant relations, with a strong track record of success in the US market.
- Senior-Level Relationship Management: Demonstrated ability to engage with senior decision-makers at large, complex consulting firms and influence strategic outcomes.
- Commercial and Strategic Acumen: Proven success in structuring and negotiating complex solutions, with a deep understanding of the firm’s product suite and how to position it effectively.
- Leadership & Influence: Experience leading cross-functional teams and initiatives, with strong communication skills and the ability to drive alignment across internal and external stakeholders.
- Market Insight & Execution: Deep knowledge of the US institutional landscape, including regulatory, cultural, and competitive dynamics; ability to translate insight into action.
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, including paid volunteer time, that can support you and your family through moments that matter.
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