1+ months

Sr. Specialist, Strat Planning

BNY Mellon
New York, NY 10007

Who we are

For over 230 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the worlds leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $15 billion in revenues.

BNY Mellon is a leader in the world of investment services and investment management, and our businesses support the full range of stakeholders of the financial system including:

  • Managing the custody of over $30 trillion financial assets of the worlds leading institutional investors, hedge funds, sovereign wealth funds, and corporates
  • Investing over $2 trillion as one of the largest global asset managers across a wide range of asset classes
  • Providing collateral, liquidity, and funding for the worlds largest banks through our markets franchise
  • Serving family offices and high net worth individuals in our top 10 wealth manager
  • Providing a full suite of solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers
  • Advising large global corporations on a range of trust and other solutions
  • Providing integrated managed data services to asset managers

In addition, BNY Mellon is a strategic partner to a variety of financial technology companies and a convener of influential industry and market structure forums.

What we are doing

A newly-formed global strategy team was launched less than two years ago by our CEO to help develop and implement its long-term objectives, shape external partnerships and alliances, and respond to the increasingly dynamic financial services ecosystem. The group and its head, Akash Shah, report to CEO Todd Gibbons.

The team plays a central role in the building of BNY Mellons global strategy and narrative, working with senior leaders to help shape the initiatives that build into the Banks overall strategic priorities. In addition, the strategy function leads an inter-disciplinary portfolio of corporate and business priorities on themes such as growth, innovation, efficiency, and resiliency among others. The group also takes the lead in developing external partnerships with clients, technology and data companies, and industry alliances. This group is charged with developing strategy, incubating enterprise opportunities, and driving execution in partnership with businesses and other functions.

The function aspires to be a talent incubator for the Bank by providing exceptional developmental opportunities for high-potential colleagues. The team is located in all of BNY Mellons regional hubs New York, London, and Hong Kong and operate as a truly global function.

Development opportunities for you

Team members are amongst a tight group of professionals, and will play a significant and senior role in shaping its priorities and operating model within the global bank. They will have unparalleled exposure to the senior leadership of BNY Mellon, its clients, and other influential industry stakeholders.We are currently looking to fill senior positions at our global headquarters in Tribeca, New York, as well as in our London offices.

Role responsibilities

Bank-wide strategy

  • Helps develop, shape, and articulate BNY Mellons global strategy and narrative across the Bank and within each individual business line
  • Partners with Executive Team to capture business opportunities across the Bank, assess relative value and sequencing, and track and support execution (i.e., rapid response team for important projects)
  • Runs key annual strategy processes (e.g., Investor Day)
  • Maintains a strong external orientation, represents the Bank in key external forums, and provides market intelligence from clients, industry, and other thought leaders
  • Develops a talent incubator for the Bank by providing exceptional developmental opportunities for high-potential people from within each business and function (i.e., rotation program.

Business strategy

  • Works with individual business and functional leaders to help shape their priorities and connect into Bank-wide strategic narrative and priorities
  • Connects Chairman/CEOs agenda to cross-business priorities and (when needed) serves as a convener (e.g., technology & data opportunities)
  • Identifies opportunities and helps develop strategic external partners (e.g., with large clients, technology companies, other industry stakeholders)

Business development & incubation

  • Helps source and incubate cross-business/new business ventures (e.g., in the data space)


The ideal candidate would ideally have:

  • 5-7 years of related experience preferred; experience in management consulting preferred
  • Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred

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: 70196
Job: Strategy
Organization: Strategy Global-HR17285
Requisition Number: 2008838


Posted: 2020-08-17 Expires: 2020-11-15

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Sr. Specialist, Strat Planning

BNY Mellon
New York, NY 10007

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