The Technology Product Management team at Pershing defines product vision and strategy based on customer needs and competitive landscape. The team develops impactful and scalable solutions that offer innovative multi-channel experiences for Broker Dealer and RIA clients.
Primary role of the Technology Client Engagement Specialist will be representing our firm technology strategy and planned deliverables and acting as a technology SME on all digital technology solutions for firms, advisors, investors, and home office users. This associate will interact with C-Level executives, Investment Professionals, Operations, Compliance, Sales Support and Technology staff of firms. The role will be focused on supporting technology client engagement activities for new business development efforts, engaging with existing strategic clients, internal and external communication efforts, marketing and press related efforts. This individual will work closely with business and technology groups to continuously improve the products and solutions
Leads and provides guidance on product management, development and marketing processes for multiple relatively complex global products that are high impact and high profile. Liaises with cross-functional teams to deliver products that address client needs. Leads sessions on the design and product development of products including adoption and marketing strategies for multiple relatively complex global products that are high impact and high profile. Leads and provides guidance to cross-functional teams working on product related projects and deliverables.Uses broad understanding of the product to influence design and development considerations. Ensures project has necessary requirements, deliverables and support model in place; pre- and post-rollout. Serves as a subject matter expert in a particular product area and provides guidance on product competitors, consumer trends, and market status. Is primary point of contact for clients related to the product. Responsible for business case, priority of product requirements and feasibility,and scope. Develops product positioning and branding. Responsible for championing products internally and externally. Drive the execution of roadmap and strategic direction for the product or product suite. May serve as Team Lead, leading other product manager(s) within a product area, to define and deliver solutions and manage their day-to-day work.
Client Engagement Responsibilities:
Working closely with Pershing Global Client Relationship and Business Development teams as technology SME to support pre-sales efforts, communication of Pershing's digital technology strategy and value proposition, showcasing Pershing technology solutions and representing all integrated third party content providers.
Working with technology product teams to understand and then communicate overall solutions and integration strategies, customization possibilities.
Representing voice of the customer to influence our technology product strategy and prioritization process through sharing feedback from strategic client meetings, exec councils, advisory boards, and conference participation.
Developing deeper partnerships with strategic top tier clients & executing project delivery
Moderating external webcasts, client hosted events and other marketing efforts.
Participating in speaking engagements as a technology SME at Pershing, Industry and Broker Dealer/RIA conferences and events.
Participating as a host and speaker at Advisory Boards and roundtables
Interacting with market research analysts to participate in technology assessments
Supporting marketing and press activities to raise awareness of our technology capabilities within the market and amongst our clients.
Responding to RFPs and supporting RFP related demonstrations.
Developing client facing presentations, demo outlines and technology messaging
Excellent communication and presentation skills with a focus on solution consulting
Strong leadership presence
10 -12 years of client engagement, relationship management and consulting experience for technology solutions
Financial Services, wealth management and industry knowledge
Understanding of the various Broker Dealer and RIA business models and the specific needs of the advisor, investor and home office related to operational efficiency and technology.
Experience as an external speaker at industry events, firm events
Internal speaker expertise at leadership meetings, comfortable interacting with C-Level
Some marketing and public relations experience
Driver of execution, strong multi-task capabilities
Team player, results oriented, reliable and accountable, strong work ethic
Bachelor's degree in business management or a related discipline, or equivalent work experience required 10-12 years of related experience required; experience in the securities or financial services industry is a plus
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.
Primary Location: United States-New Jersey-Jersey City Internal Jobcode: 96233 Job: Information Technology Organization: Pershing Domestic-HR06431 Requisition Number: 2110039