Specialist, Client Coverage II
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 Specialist, Client Coverage II to join our Depositary Receipts team. This role is located in New York.
Requirements
- Bachelor’s degree in finance, business, economics, or related field; advanced coursework or certifications a plus
- 2–3 years of experience in financial services, capital markets, securities services, or issuer‑focused roles
- Familiarity with public and private markets, corporate actions, and investor relations dynamics; Depositary Receipts knowledge preferred
- Demonstrated client‑facing experience with strong service orientation and follow‑through
- Experience conducting market, client, or competitor research, synthesizing complex information into clear insights to support client coverage, strategy, or commercial decision-making.
Nice To Haves
- Depositary Receipts knowledge preferred
Responsibilities
- Partner with senior Sales and Relationship Management team members based in NY to execute sales campaigns, onboard new mandates, and deliver client initiatives end‑to‑end
- Support the growth of BNY’s Depositary Receipts business as a day‑to‑day point of contact for issuer clients and intermediary partners.
- Assist in managing assigned client and prospects, including preparing meeting materials, call notes, and follow ups
- Track pipeline activity and support conversion efforts (e.g. RFP responses)
- Prepare high quality presentations, proposals, and commercial analyses to support sales conversations
- Help the team maintain accurate client records, meeting notes, and action trackers; ensure CRM/data hygiene and reporting consistency. Develop and ensure accuracy of reporting.
- Support execution of marketing campaigns, webinars, events, and thought leadership distribution
- Ensure high service standards and timely responses for client-facing sales and relationship management activities
- Harness and share best practices across the team, including utilization of AI to enhance the client experience and prospect engagement.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- flexible global resources and tools
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
