Specialist, Business Technology Liaison

Overview

BNY Mellon has been a pioneer in the global capital markets for more than 235 years. As we continue our evolution and journey, we're bringing the full power of our franchise to bear, redefining what it means to be the trusted institution in financial services, and remaining relentlessly aligned to our purpose: we power individuals and institutions to succeed across the financial world.

In Securities Services, we power and connect our clients to a robust investment ecosystem that supports their business at every stage. A fifth of all global assets flow through our platform, and while we are most known for our $41.7 trillion in assets under custody and/or administration, we also have more than $40 trillion of assets on our Data & Analytics platform.

In Wealth and Market Infrastructure, we are the backbone of our clients' capital markets and payments capabilities, playing a core role in collateral management, markets, and treasury services and our Pershing business is the leading wealth technology provider. With $3.6 trillion in average tri-party collateral management balances, $2 trillion of global payments moved daily, and more than $2 trillion in Pershing global client assets, we deliver the critical platforms and services for institutional and corporate ecosystems to operate and thrive.

In Investment and Wealth Management, we are a leading provider delivering expertise from our eight world-class investment firms and providing differentiated capabilities in wealth advice across investments, banking, custody, and wealth and estate planning. With $2.2 trillion in assets under management, we are the 7th largest asset manager globally and 7th largest private bank and trust company.

We bring together these broad solutions and deep expertise to deliver a platform through which our clients build their businesses and achieve their aspirations. We hope you'll join us on this journey as we power individuals and institutions to succeed across the financial world.

What we do

Global Client Management (GCM) positions BNY Mellon as provider and partner of choice for the largest, most complex, fastest growing, and most strategic global client relationships. The team partners with clients' C-suites and key influencers on top of mind strategic business decisions and leads BNY Mellon in the development and delivery of unique solutions, products, and services that create and unlock value for our clients and the bank. We are the CEO for the client relationship, establishing and executing the engagement, delivering enterprise-to-enterprise connectivity, and accelerating our growth agenda.

The Sales CRM Team, which sits within the GCM organization, is a group of CRM professionals that partners closely with and empowers our client-facing teams to deliver a world-class client experience throughout the client lifecycle. We develop the tools and capabilities that enable communication, foster collaboration, and are a catalyst for actionable insights that yield client and commercial opportunity. Representing the needs of the Business, we interface with Technology to identify and deliver on opportunities for sales efficiencies and business process improvements, leveraging CRM and other sales enablement technologies and tools.

Key Role Responsibilities:

Build and maintain trust-based relationships with key business stakeholders

• Act as the primary point of contact for sales and coverage teams, developing a deep understanding of their business needs and use cases, facilitating delivery and roll out of sales technology product enhancements, and providing support through training and demonstrations
• Represent business requirements for prioritization and investment; socialize requirements across lines of business to identify opportunities for greater scalability and enhancement
• Maintain an understanding of new sales technologies and tools, including adoption of AI, Machine Learning, and Natural Language Processing/Writing and proactively engage the businesses

Act as a consultative partner between Business and Technology

• Liaise between internal clients and technology groups to best address business issues and processes through CRM and other sales technologies.
• Consult with business stakeholders to analyze, define, and prioritize enhancements by mapping requirements to business value
• Work with all levels of the organization across the globe to ensure various perspectives and needs are addressed
• Recommend innovative and cutting-edge technology solutions that create process improvements and efficiencies and enable the sales organization to make better selling decisions

Manage and execute enhancement requests in CRM and other applications

• Maintain, design, develop, and implement system enhancements as necessary
• Manage operational requests including reporting and data analysis to troubleshoot issues
• Develop system controls and processes utilizing automation and workflows to continuously increase user adoption and improve data quality and integrity

Successful Candidate Will Demonstrate/Possess:

• A passion for the business, 'drive to win' and outperformance mindset
• Commercial focus on growing the bottom-line while mitigating/managing risk
• Intellectual curiosity; desire to constantly learn and continuously improve
• Excellent ability to establish, develop, and maintain trust-based relationships with key stakeholders
• Ability to inspire others to action and able to draw on broader teams to deliver a superior outcome for clients and the firm
• Ability to analyze problems or situations and apply a structured, analytic approach to developing solutions that progress our and our clients' agendas
• Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences
• Strong leadership; calm presence and ability to instill confidence in key stakeholders, internally and externally
• Strong negotiation and influencing skills
• Consummate professional; able to navigate a matrixed organization
• Ability to be a Microsoft Dynamics 365 CRM expert by exploring and suggesting the adoption of advanced features of the platform.

Qualifications:

• Minimum of five (5) years' work experience supporting CRM systems (Salesforce or MS Dynamics)
• Bachelor's degree or equivalent work experience required
• CRM certified administrator is preferred (Salesforce or MS Dynamics)
• Preferred language skills- Mandarin, Cantonese

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.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.