Senior Associate, Administration and Planning

BNY Mellon • New York, NY

31d • $58,000 - $95,000

About The Position

Associate, GIW Chief of Staff Team 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 high-performing future team member for the role of Associate, GIW Chief of Staff Team to join our Global Investments & Wealth (GIW) organization. This role is located in New York, NY and reports directly to the Chief of Staff of Global Investments & Wealth. In this role, you'll make an impact in the following ways: Meeting & Event Preparation : Partner with the Chief of Staff to prepare briefing materials, talking points, and logistics for internal and external meetings, events, and speaking engagements. Client Strategy : Partner closely with the Chief of Staff to evaluate client meeting requests and develop client strategy - enabling the Global Head of Investments & Wealth to have a strategic, high impact schedule of client engagements. Travel & Event Logistics : Support coordination of travel and event planning in partnership with the Global Head of Investments & Wealth’s Executive Assistant and other team members as needed. Executive Communications Support : Draft and manage internal correspondence on behalf of the Global Head of Investments & Wealth and Chief of Staff, ensuring alignment with tone, messaging, and business context. Shadowing & Follow-Up : Attend select meetings with the Chief of Staff to document key takeaways, support follow-up, and gain firsthand exposure to senior-level discussions. Project & Initiative Coordination : Provide support on cross-functional projects driven by the Global Head of Investments & Wealth or Chief of Staff, including managing timelines, stakeholder alignment, and progress tracking. To be successful in this role, we're seeking the following:

Requirements

• Bachelor's Degree and 3-5 plus years of relevant experience
• Proactive, driven high achiever with a track record of success; curious and motivated to learn
• Excellent organizational, writing, and communication skills
• Highly dependable and detail-oriented with a low-ego, team-first mindset
• Discreet and professional when handling sensitive information
• Interest and experience using AI to increase productivity and optimize workflows
• Demonstrated interest in investment or wealth management, strategy, client coverage, or executive support
• Ability to remain agile in a fast-paced, global environment often under tight time constraints

Responsibilities

• Partner with the Chief of Staff to prepare briefing materials, talking points, and logistics for internal and external meetings, events, and speaking engagements.
• Partner closely with the Chief of Staff to evaluate client meeting requests and develop client strategy - enabling the Global Head of Investments & Wealth to have a strategic, high impact schedule of client engagements.
• Support coordination of travel and event planning in partnership with the Global Head of Investments & Wealth’s Executive Assistant and other team members as needed.
• Draft and manage internal correspondence on behalf of the Global Head of Investments & Wealth and Chief of Staff, ensuring alignment with tone, messaging, and business context.
• Attend select meetings with the Chief of Staff to document key takeaways, support follow-up, and gain firsthand exposure to senior-level discussions.
• Provide support on cross-functional projects driven by the Global Head of Investments & Wealth or Chief of Staff, including managing timelines, stakeholder alignment, and progress tracking.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level