Client Presentation Manager
Company: BNY Mellon
Location: Atlanta
Posted on: April 26, 2024
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Job Description:
BNY Mellon offers an exciting array of future-forward careers at
the intersection of business, finance, and technology. We are one
of the world's top asset management and banking firms that manages
trillions of dollars in assets, custody and/or administration.
Known as the "bank of banks" - 97% of the world's top banks work
with us as we lead and serve our customers into the new era of
digital. -
Today, we're approximately 50,000 employees across 35 countries
with a culture that empowers you to grow, take risks, experiment
and be yourself. We're seeking a future team member for the role of
Client Presentation Manager to join our Wealth Management Marketing
team. Owning the presentation system that we use to introduce,
deepen, and propose to prospects and clients - from a content
perspective. Working with key client-facing advisors and SMEs to
update our presentation approach to sharing a narrative that
focuses on the client, their needs and how we will help them.
Identifying and enhancing the most meaningful ways to visualize
"How we help you" for individual client needs, in partnership with
product marketing and our creative team.
Tracking presentation development/usage and share "what's working"
across client-facing partners and oversee quality control of our
internal sales repository (Seismic); identify content that should
be retired/refreshed.
Co-owning the roadmap for our presentation tool (Seismic) with
Marketing Technology and Analytics to constantly improving
usability for the front office.
Driving a tight process to deliver on time, with flawless
execution, tight proofing and strong command of content.
Human Rights Campaign Foundation, 100% score Corporate Equality
Index
Bachelor's degree and a minimum 7-10 years' marketing or sales
experience, preferably in financial services/wealth management
environment where you can leverage your knowledge of client needs,
the approach for working with clients and solutions.
Deep knowledge of the sales process in Wealth Management and the
journey from prospect to client, and then from client to
advocate.
Strong verbal, written and overall communications skills, with a
proven ability to turn ideas into engaging PowerPoint
presentations, or other media, that support the desired
conversation.
Self-starter, ability to work independently and lead projects with
minimal oversight in a fast-paced environment.
Excellent proficiency with Microsoft Word, PowerPoint, Excel and
Adobe.
Genuine interest in deepening proficiency in driving impact for the
wealth management client business.
#Fortune World's Most Admired Companies & Top 20 for Diversity and
Inclusion -
- Best Places to Work for Disability Inclusion , Disability: IN -
100% score -
-BNY Mellon 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 that can support you and your family through moments that
matter. -
BNY Mellon is an Equal Employment Opportunity/Affirmative Action
Employer - Underrepresented racial and ethnic
groups/Females/Individuals with Disabilities/Protected
Veterans.
For over 230 years, the people of BNY Mellon have been at the
forefront of finance, expanding the financial markets while
supporting investors throughout the investment lifecycle. BNY
Mellon can act as a single point of contact for clients looking to
create, trade, hold, manage, service, distribute or restructure
investments & safeguards nearly one-fifth of the world's financial
assets. Every day our employees make their mark by helping clients
better manage and service their financial assets around the world.
Whether providing financial services for institutions, corporations
or individual investors, clients count on the people of BNY Mellon
across time zones and in 35 countries and more than 100 markets.
It's the collective ambition, innovative thinking and exceptionally
focused client service paired with a commitment to doing what is
right that continues to set us apart.
Keywords: BNY Mellon, Marietta , Client Presentation Manager, Executive , Atlanta, Georgia
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