Director, Delivery Practitioner
About The Position
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Director, Delivery Practitioner to join our Wealth Services team. This role is located in Pennington, NJ, Jersey City, NJ or New York, NY. In this role, you will serve as a strategic partner to Sales, Relationship Management and Client Enablement teams, demonstrating platform and product capabilities tailored to specific client operating models, providing consultative recommendations, and acting as a trusted product advisor during early client lifecycle stages. You will also function as a platform generalist with a strong understanding of end-to-end capabilities, educating and guiding clients on product applications, translating cross-platform client needs into actionable feedback for Product Managers, and synthesizing input for enhancements. The role involves developing a deep understanding of the platform vision, roadmap, and individual product domains through close collaboration with Product Managers, ensuring alignment between external client demands and internal product delivery cycles, delivering high-impact demos, and maintaining feedback loops between Product, Sales, Client Success, and Platform Enablement teams.
Requirements
- 10+ years of experience in product strategy, client solutions, platform consulting, or enterprise sales engineering in fintech, wealthtech, or financial services platforms.
- Strong understanding of wealth and asset management operating models and related workflows.
- Exceptional interpersonal skills and ability to tailor communication to C-suite, sales executives, and technical stakeholders.
- Ability to connect the dots across a broad platform architecture and articulate platform-wide value.
- Proven success in pre-sales or client advisory contexts, particularly involving technical and operating model complexity.
- Experience capturing and prioritizing client feedback to inform product development lifecycles.
- Proficiency in leading demos, customizing user journeys, and communicating the "art of the possible" using technology platforms.
Responsibilities
- Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations to: Demonstrate platform and product capabilities tailored to specific client operating models.
- Provide consultative recommendations on how clients may optimize or adapt workflows to achieve desired business outcomes using BNY’s platform.
- Serve as a trusted product advisor during early client lifecycle stages (pre-sale through onboarding).
- Act as a platform generalist with a strong understanding of end-to-end capabilities (vs. feature-specific product ownership).
- Educate and guide clients on product applications and financial investments available to support their Wealth Management needs.
- Translate cross-platform client needs into actionable feedback for Product Managers.
- Synthesize input across multiple client engagements to identify themes and prioritize enhancements with product leadership.
- Develop a deep understanding of the platform vision, roadmap, and individual product domains through close collaboration with Product Managers.
- Ensure alignment between external client demands and internal product delivery cycles.
- Deliver high-impact demos and platform walkthroughs, customizing narratives to fit firm-specific use cases and business models.
- Maintain feedback loops between Product, Sales, Client Success, and Platform Enablement teams to reinforce strategic alignment.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
1-10 employees
