Vice President, Deal Management (Platform RFP Team)

BNY Mellon • Jersey City, NJ

22d • $68,000 - $155,000

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 and champions of inclusion, 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 Vice President to join our Wealth Services Platform RFP team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: Contribute to end to end RFP design and development. Execute RFP strategy aligned with business growth objectives. Partner with senior business leaders, product teams, and client relationship managers to position the firm competitively in RFP responses. Oversee the end-to-end RFP lifecycle: intake, analysis, response development, quality review, submission, and post-mortem feedback. Ensure responses are accurate, compliant, and differentiated, reflecting the firm’s strengths in wealth and financial services. Implement and leverage AI-driven RFP automation tools (e.g., RFPIO, Loopio, or custom AI solutions) to increase efficiency and accuracy. Explore opportunities to improve generative AI and natural language processing for drafting, content tagging, and knowledge management. Collaborate with AI Hub and innovation teams to integrate AI, data analytics, and workflow automation into the RFP process. Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs. Continuously improve processes, templates, and content management through technology and best practices. Ensure compliance with regulatory, legal, and brand standards. Contributes to the end-to-end pursuit management process throughout the sales cycle. Owns and builds targeted propositions, best-in-class pricing options and ensuring collaborative communication within the sales process. Acts with sales pursuit teams by formulating pricing strategies and evaluating deal competitiveness, which includes analyzing historical data, constructing financial models, forecasting outcomes, and assessing potential risks. Contributes to the sales process schedule by assisting with timely communication with key stakeholders. Plans regular client interactions, including RFPs and new opportunities. Helps address compliance or regulatory issues throughout the deal lifecycle. Analyzes historical data, develops financial pricing models, and performs risk assessments.

Requirements

• 5 years of experience or more in deal management within financial services, asset/wealth management, or banking.
• Proven track record of supporting RFP teams.
• Strong understanding of wealth management products, investment solutions, and financial regulations.
• Expertise in AI/ML applications, automation tools, and knowledge management systems.
• Experience with project management fundamentals.
• Skilled in professional writing and communication.
• Strong stakeholder management and ability to influence senior executives.
• Strategic thinker with an innovation mindset.
• Attention to detail and deep technical acumen in AI and automation tools.
• Exceptional leadership, coaching abilities, and people development skills.
• Ability to translate complex financial concepts into client-centric messaging.
• Resilient, agile, highly collaborative, and able to work under pressure with tight deadlines.
• Voracious learner.
• Strategic thinking and problem-solving abilities, with a focus on continuous improvement and innovation in Deal Management delivery.

Responsibilities

• Contribute to end to end RFP design and development.
• Execute RFP strategy aligned with business growth objectives.
• Partner with senior business leaders, product teams, and client relationship managers to position the firm competitively in RFP responses.
• Oversee the end-to-end RFP lifecycle: intake, analysis, response development, quality review, submission, and post-mortem feedback.
• Ensure responses are accurate, compliant, and differentiated, reflecting the firm’s strengths in wealth and financial services.
• Implement and leverage AI-driven RFP automation tools (e.g., RFPIO, Loopio, or custom AI solutions) to increase efficiency and accuracy.
• Explore opportunities to improve generative AI and natural language processing for drafting, content tagging, and knowledge management.
• Collaborate with AI Hub and innovation teams to integrate AI, data analytics, and workflow automation into the RFP process.
• Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs.
• Continuously improve processes, templates, and content management through technology and best practices.
• Ensure compliance with regulatory, legal, and brand standards.
• Contributes to the end-to-end pursuit management process throughout the sales cycle.
• Owns and builds targeted propositions, best-in-class pricing options and ensuring collaborative communication within the sales process.
• Acts with sales pursuit teams by formulating pricing strategies and evaluating deal competitiveness, which includes analyzing historical data, constructing financial models, forecasting outcomes, and assessing potential risks.
• Contributes to the sales process schedule by assisting with timely communication with key stakeholders.
• Plans regular client interactions, including RFPs and new opportunities.
• Helps address compliance or regulatory issues throughout the deal lifecycle.
• Analyzes historical data, develops financial pricing models, and performs risk assessments.

Benefits

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
• We provide 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 as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed