Specialist, FX Platform Sales

BNY Mellon • New York, NY

8h • $52,000 - $106,000

About The Position

BNY is seeking a Specialist, FX Platform Sales to join its Markets team in New York, NY. The role focuses on growing adoption of BNY’s Delegated FX solutions and expanding client business through disciplined sales activity, client engagement, and collaboration across internal teams. The Specialist uses analytical insights and AI and productivity tools to identify opportunities, improve sales efficiency, and support tailored client solutions.

The successful candidate will have a bachelor’s degree and 1–2 years of relevant experience, such as in financial services, sales, or client coverage. The position calls for strong organizational, communication, and interpersonal skills, as well as the ability to handle multiple workstreams in a fast-paced environment. Advanced education and project management experience are advantageous but not essential.

BNY offers competitive compensation, benefits, and wellbeing programs. Eligible employees may participate in a 401(k) plan and company-sponsored medical, dental, vision, and basic life insurance plans. Other benefits may include paid time off, paid volunteer time, and an annual discretionary incentive award, subject to eligibility and applicable plan terms.

Requirements

• Bachelor’s degree required.
• 1–2 years of experience in financial services, sales, client coverage, or a related field.
• Demonstrated interest in sales, client engagement, and business development.
• Ability to operate effectively in a fast-paced environment and manage multiple workstreams.
• Strong organizational skills and attention to detail.
• Strong interpersonal and communication skills.
• Ability to create clear, well-structured materials and communicate effectively with internal stakeholders.

Nice To Haves

• Advanced degree.
• Experience in securities or financial services, particularly in FX or institutional sales environments.
• Project management skills or experience, including exposure to agile practices, backlog management, and stakeholder alignment.

Responsibilities

• Drive adoption and penetration of BNY’s Delegated FX solutions by engaging institutional clients about execution needs, workflows, and tailored offerings.
• Maintain opportunity tracking, progress client engagement, and help convert qualified outreach into financial opportunities.
• Grow share of wallet with priority clients through proactive outreach, commercial follow-up, and clear communication of BNY’s FX platform offering.
• Use AI and productivity tools to improve sales efficiency, identify opportunities, and support adoption of FX platform solutions.
• Coordinate with internal business units to gather information for client outreach and strengthen sales execution.
• Prepare client materials, meeting content, and action trackers to advance commercial opportunities and reinforce client engagement.
• Apply data-driven insights and analytical rigor to identify emerging market opportunities and optimize client segmentation strategies.
• Collaborate with and influence diverse stakeholder groups to progress client opportunities, remove execution barriers, and deliver tailored solutions.

Benefits

• Competitive compensation and wellbeing programs.
• Generous paid leaves, including paid volunteer time.
• Eligible employees may participate in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans.
• Eligible employees may receive other paid time off benefits, such as vacation and sick time.
• Eligible employees may be eligible for an annual discretionary incentive award.

What This Job Offers

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