Supporting all steps of the deal management life cycle through deal origination, qualification, opportunity development and execution and transition, including:
Working with the Sales Executives and Sales Segment Leads in research on sector, client and competition to develop effective prospect calling initiatives and campaigns.
Working with Sales Executive and RFP team to manage the process for active tenders including client interaction, RFP process, operational model solution, financial modelling, legal negotiations, risk, governance (BAC, Risk Committees, Deal Council etc.) and presenting both internally and to clients/prospects.
Coordinating with Relationship Manager, relationship team and RFP team to manage the RFP process for existing business renewal and significant additional business. This can include, as appropriate, client interaction, RFP process, operational model solution, financial modelling, legal negotiations, risk, governance (BAC, Risk Committees, Deal Council etc.) and presenting both internally and to the clients
Co-ordination of the production of high quality sales materials to support the deal process e.g. client presentations, RFPs, Executive Summaries, Financial proposal documents etc.
Organising and coordinating client/prospect interactions and meetings: introductory meetings, presentations, due diligence visits etc.
Managing/coordinating internal communication and documentation for all deal related processes including: internal briefings / updates and adherence to all required regulatory, legal, risk and compliance governance processes.
Working closely with business change group, internal operations and product groups to efficiently on-board new clients
Assist Sales Executive in updating Engage for active RFP’s.
Other responsibilities as directed by the Sales Continental European Head.
No direct reports. Leads virtual deal teams and provides guidance to less experienced colleagues.
Comply with all BNY Mellon corporate policies and procedures, including HR policies and procedures, applicable to BNY Mellon
Alert management including the Chief Risk Officer and / or the EMEA Chief Risk Officer immediately of any significant changes to business risks and internal control effectiveness.
Notify management and/or the Chief Compliance and Ethics Officer and Head of International Compliance immediately on discovery of any material regulatory breach.
Comply with all Security and Health & Safety policies and procedures operating within the business.
BNY Mellon is an Equal Employment Opportunity Employer. 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.