1+ months

Senior Strategy and Planning Specialist

BNY Mellon
New York, NY 10007

Aboutthe Firm

Mellon is aglobal multi-specialist manager dedicated to serving our clients globally witha full spectrum of single and multi-asset investment strategies and solutions.With roots dating back to 1933, Mellon has been innovating across asset classesfor generations and has the combined scale and capabilities to offer clients abroad range of solutions. From asset class expertise to broad market exposures,clients drive what we do. We are holistic in approach, client driven andcommitted to investment excellence. We aim to be a key partner for our clientsby delivering customized investment outcomes and best-in-class service.

Anewly created project office within Mellon Investment Management is beingbuilt out with the responsibility for managing the development andimplementation of Mellons strategic imperatives and business initiatives. Thisencompasses the development of business cases, execution of key initiatives andgeneral advisory and support to Mellons senior executives.

  • Leadsprojects and implements various business development activities aimed toincrease the growth and profitability of Mellon
  • Worksindependently, and directly with management and with executives in other areasof BNY Mellon
  • Works with individual business and functional leaders to helpshape their priorities and connect into Bank-wide strategic narrative andpriorities
  • Connects Mellons core agenda to cross-business prioritiesand (when needed) serves as a convener
  • Identifies opportunities and helps develop strategic externalpartners (e.g., with large clients, technology companies, other industrystakeholders)
  • Helps source and incubate cross-business/new businessventures (digital, data)
  • Counsels senior business leaders with the objective of beinga trusted advisor
  • Manages complexity and leading multiple projectswith an unrelenting focus and prioritization


  • Bachelorsdegree or equivalent combination of education and experience in businessmanagement or related field is required
  • 2+ years of work experienced preferred.
  • MBAstrongly preferred
  • Financialservices experience, preferably in the asset management and/or mutual fundsspace
  • Provensuccess in Project Management, particularly with large, complex projects
  • Priorexperience in mergers & acquisitions, lift-outs, divestitures
  • Strategicplanning and/or business consulting experience preferred
  • Sophisticatedanalytical, financial modeling skills, including valuation analysis and projectmanagement skills
  • Thoroughand comprehensive research abilities
  • Abilityto successfully manage multiple large, complex projects, priorities anddeadlines concurrently, often under tight time constraints
  • Excellent oral, written and presentation communication skills,including ability to present recommendations and highlight key points in asuccinct manner to executive management based on sound quantitative andqualitative analysis
  • Role could be based in: NY, Boston, San Francisco, or Pittsburgh

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Primary Location: United States-New York-New York
Internal Jobcode: 70168
Job: Asset Management
Organization: Mellon With TOH ADJ-HR13428
Requisition Number: 2008189


Posted: 2020-10-14 Expires: 2020-12-13

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Senior Strategy and Planning Specialist

BNY Mellon
New York, NY 10007

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