Client Presentation Manager

Company: BNY Mellon
Location: Atlanta
Posted on: April 26, 2024

Job Description:

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. -
Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. We're seeking a future team member for the role of Client Presentation Manager to join our Wealth Management Marketing team. Owning the presentation system that we use to introduce, deepen, and propose to prospects and clients - from a content perspective. Working with key client-facing advisors and SMEs to update our presentation approach to sharing a narrative that focuses on the client, their needs and how we will help them.
Identifying and enhancing the most meaningful ways to visualize "How we help you" for individual client needs, in partnership with product marketing and our creative team.
Tracking presentation development/usage and share "what's working" across client-facing partners and oversee quality control of our internal sales repository (Seismic); identify content that should be retired/refreshed.
Co-owning the roadmap for our presentation tool (Seismic) with Marketing Technology and Analytics to constantly improving usability for the front office.
Driving a tight process to deliver on time, with flawless execution, tight proofing and strong command of content.
Human Rights Campaign Foundation, 100% score Corporate Equality Index
Bachelor's degree and a minimum 7-10 years' marketing or sales experience, preferably in financial services/wealth management environment where you can leverage your knowledge of client needs, the approach for working with clients and solutions.
Deep knowledge of the sales process in Wealth Management and the journey from prospect to client, and then from client to advocate.
Strong verbal, written and overall communications skills, with a proven ability to turn ideas into engaging PowerPoint presentations, or other media, that support the desired conversation.
Self-starter, ability to work independently and lead projects with minimal oversight in a fast-paced environment.
Excellent proficiency with Microsoft Word, PowerPoint, Excel and Adobe.
Genuine interest in deepening proficiency in driving impact for the wealth management client business.
#Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion -
- Best Places to Work for Disability Inclusion , Disability: IN - 100% score -
-BNY Mellon 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 Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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 & safeguards nearly one-fifth of the world's financial assets. 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.

Keywords: BNY Mellon, Atlanta , Client Presentation Manager, Executive , Atlanta, Georgia