Specialist, FX Platform Sales
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, FX Platform Sales to join our Markets team. This role is located in New York, NY.
Requirements
- Bachelor’s degree required; advanced degree a plus.
- 1–2 years of experience in financial services, sales, client coverage, or a related field; experience in securities or financial services is preferred, particularly in FX or institutional sales environments.
- Demonstrated interest in sales, client engagement, and business development, with the ability to operate effectively in a fast-paced environment.
- Strong organizational skills, attention to detail, and the ability to manage multiple workstreams in a fast-paced environment.
- Strong interpersonal and communication skills, with the ability to create clear, well-structured materials and communicate effectively with internal stakeholders.
Nice To Haves
- Project management skills and experience desired, including exposure to agile practices, backlog management, and stakeholder alignment, though not essential.
Responsibilities
- Drive adoption and penetration of BNY’s Delegated FX solutions by engaging institutional clients on execution needs, workflows, and tailored solution offerings.
- Manage sales activity with discipline by maintaining opportunity tracking, progressing client engagement, and helping convert qualified outreach into financial opportunities.
- Contribute to growing share of wallet with priority clients through proactive outreach, commercial follow-up, and clear articulation of BNY’s FX platform offering.
- Use AI and productivity tools to improve sales efficiency, surface opportunities, and support adoption of FX platform solutions.
- Coordinate with internal business units to gather information needed to inform client outreach and strengthen sales execution.
- Prepare high-quality client materials, meeting content, and action trackers that help 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 and influence across diverse stakeholder groups to progress client opportunities, remove execution barriers, and deliver tailored solutions that meet client objectives.
Benefits
- 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.
- Generous paid leaves, including paid volunteer time.
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
